OUR MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
The Rittenhouse Group at Morgan Stanley exists to enrich the lives of
our clients by handling essentially all matters of their financial well-being.
Working with a select group of successful individuals, families and business
owners, we develop customized investment strategies and implement
comprehensive wealth management plans.
Our mission is to provide concierge-level service so that each of our clients
has the best possible experience working with us. Our greatest satisfaction
comes from working with clients for many years and helping them preserve
and grow their assets over multiple generations.
With genuine enthusiasm and passion for what we do, The Rittenhouse Group
is an experienced team dedicated to navigating our clients through today’s
Michael applies his thorough understanding of global economies and markets to shape the Rittenhouse team’s investment philosophy and market opinion. He brings more than 30 years of professional and investment experience to The Rittenhouse Group at Morgan Stanley. Having advanced through the financial services industry by holding positions in brokerage operations, management and production, he has been a practicing Financial Advisor for more than 25 years.
In 2012, Michael earned the Certified Investment Management Analyst® certification from the Investment Management Consultants Association. Developed in conjunction with the University of Pennsylvania, the CIMA® curriculum involves in-depth study of asset allocation, ethics, manager search and selection, behavioral finance, risk management, performance measurement, investment objectives and related financial topics. In 2017, he earned the Certified Private Wealth Advisor® certification, which is one of the only advanced credentials designated for wealth managers who advise high-net-worth clients. In addition, Michael has been named a “Five Star Professional” by Philadelphia magazine annually since 2014, an honor awarded to top financial advisors based on a vigorous research and evaluation process.
Michael was born and raised in Philadelphia, and he currently lives in West Chester, Pennsylvania, with his wife and business partner, Sherri. In his spare time, Michael is a film screener and former board member for the West Chester Film Festival. He and Sherri maintain a healthy and active lifestyle, and among Michael’s many interests are filmmaking, public speaking, and breeding and racing thoroughbred horses.
Securities Agent: CA, CO, DC, DE, FL, IL, IN, MA, MD, ME, NC, NJ, NY, PA, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Sherri brings dedication, attention to detail and superior planning skills to her role, giving her an exceptional ability to provide order and structure to complex client situations. Passionate about working with multiple generations of families, Sherri recently completed an accreditation program with Morgan Stanley’s Institute of Family Wealth Management, earning the title of Family Wealth Advisor.
In 2017, Sherri earned the Certified Private Wealth Advisor® certification, which is one of the only advanced credentials designated for wealth managers who advise high-net-worth clients. In 2012, she received the distinguished CERTIFIED FINANCIAL PLANNERTM designation from the Certified Financial Planner Board of Standards, Inc., and in 2008 she earned the Chartered Retirement Planning Counselor® designation through the College for Financial Planning. In recognition of her excellence in financial planning, Sherri has been named a “Five Star Professional” by Philadelphia magazine every year since 2012.
Sherri founded the Greater Philadelphia Women’s Advisory Council at Morgan Stanley in 2015 and currently serves as its Chair. In March 2017, she was nominated to represent the Mid-Atlantic Region on Morgan Stanley’s prestigious National Diversity & Inclusion Council.
Sherri graduated from Syracuse University with a bachelor’s degree in finance, and she was named a Division I Field Hockey Academic All-American. Born and raised in Chester County, Pennsylvania, she resides there with her husband and business partner, Michael DiMenna. Sherri is committed to health and fitness, and ballroom dancing is her favorite hobby. Together, she and Michael enjoy traveling, engaging in their community and spending time with their thoroughbred racehorses.
Securities Agent: CA, CO, DC, DE, FL, IL, IN, MA, MD, ME, NC, NJ, NY, PA, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Financial Planning Associate
As an essential member of The Rittenhouse Group at Morgan Stanley, Erika Sosalski works on campaigns to help increase productivity, performs company and market research for clients, and prepares reviews for client meetings. She also handles a multitude of complicated operational and account related activities with the goal of providing excellent client service. She has been a member of the Rittenhouse team since 2009.
Erika is a graduate of the Fox School of Business at Temple University, earning a bachelor’s degree in Business Administration with a concentration in finance. She is both Series 7 and Series 66 registered and obtained the Financial Planning Associate designation through Morgan Stanley.
Prior to working with The Rittenhouse Group at Morgan Stanley, Erika worked with the Morgan Stanley Proprietary Products Division and became a senior member of the team. Erika’s talent was recognized and she was selected to become a member of VISTA, an exclusive concierge service for the top producing financial advisors throughout the country.
A lifelong resident of Philadelphia, Erika resides in the city with her husband. Striving to be a better person and spending time with her husband, Erika’s family and friends bring her the most joy outside of work.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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