Laura Adams
Laura Adams

Managing Director Head of Canada Institutional Distribution

Laura Adams is the Head of Canada Institutional Distribution for Morgan Stanley. In her role, she has specific responsibilities for Institutional Equity Sales & Trading, Fixed Income, Wealth Management, Client Advisory Strategy and Prime Brokerage for Canada. Prior to this, Laura worked in New York City on the Institutional Equity Sales Desk covering hedge funds and asset managers. She joined Morgan Stanley from a career as a management consultant where she held senior leadership roles working with Telecommunication corporate strategy in both Stockholm, Sweden, and Washington, D.C. Laura currently sits on the Morgan Stanley Canada board, as well as the Right to Play board and the Power Plant Contemporary Art Gallery board in Canada. Additionally, she is an active member of YPO, the Ticker Club and the Toronto Club. Laura graduated magna cum laude from University of Georgia with a degree in International Business and Finance, while also competing as an NCAA All-American swimmer winning SEC championships and the NCAA woman of the year award.
Lindsey Cooksen
Lindsey Cooksen

First Vice President, Private Wealth Advisor

Lindsey Cooksen is the Vice President, Private Wealth Advisor and joined Morgan Stanley in 2009 after earning her MBA and Masters in Education from Stanford University. She was previously an analyst at Citigroup Global Investment Bank in New York and London. Lindsey is a Partner with The Novelli Group at Morgan Stanley Private Wealth Management, a team recognized by the Houston Business Journal as a top-ranking advisory team for families with more than $2.5 mm in investable assets since 2011. Lindsey advises families and foundations that control significant pools of wealth, providing guidance around issues including, but not limited to, asset allocation, philanthropic giving, and family dynamics. She also serves as Co-Portfolio Manager of a discretionary growth strategy run by the team. Lindsey holds the Certified Financial Planner® designation. In 2014, she was named to the firms’ Pacemakers Club and was recently selected as an honoree in the Houston Business Journal Top 40 Under 40 Class of 2015.
Jennie Glazer
Jennie Glazer

Executive Director Chief Operating Officer, Diversity & Inclusion

Jennie Glazer leads Diversity & Inclusion programs in Wealth Management. In her professional and personal pursuits, she strives to live her mantra, “Make Big Ideas a Reality, Help Teams Love the Journey.” She leads the design and production of our Leadership Summits for women and multicultural financial advisors—experiences that connect our talent in meaningful ways. Additionally, she innovates with programming such as “In the Know” to help everyone better connect with clients and each other through gender smarts and cultural fluency. Prior to this role, Jennie worked in the Office of the COO, US Field Management as Head of Strategy and Program Management, helping Advisors and Teams grow their business and engage with clients. She was hired at Citi Smith Barney in 2008 as a part of the user experience team to redesign the advisor desktop application. Prior to joining Morgan Stanley, Jennie was Director of Operations at New York University (2002-2008), focusing on NYU’s $2.5B fundraising campaign. Jennie started her career working in Technology/Internet consulting and project management. Jennie attended as an undergraduate at Earlham College and graduate school at McGill University, studying French.
Jennifer Hartmann
Jennifer Hartmann

Executive Director, Wealth Management

Throughout her more than 20-year career, Jennifer Hartmann has advised institutions on asset allocation and investment manager selection, traded fixed income securities, managed a branch office, and helped dozens of high net worth clients create and implement comprehensive wealth management strategies. Jennifer began her financial services career while still in college at the University of Pittsburgh. Several years later, she was managing the Pittsford, NY branch of a Morgan Stanley predecessor firm. Today, she interacts with a wide variety of Pelican Bay Group clients, including foundations, endowments, banks, trust companies and high net worth families. Jennifer also works closely with other Morgan Stanley Financial Advisors who seek out The Pelican Bay Group for its investment management capabilities. She takes pride in the fact that the group now maintains strategic relationships with more than 500 Financial Advisors. A frequent speaker at financial services industry conferences, Jennifer serves as Co-Chairperson of the Morgan Stanley Consulting Group Wealth Advisory Group. She is a former co-chair of the Morgan Stanley Directors’ Advisory Group and an active member of the firm’s Impact Investing Committee, as well as the Portfolio Management Institute and the Economics Club of New York. In addition to the BA in Economics she earned at Pitt, Jennifer received an MBA from University of Massachusetts and Certified Investment Management Analyst® certification from The Wharton School at The University of Pennsylvania.
Naureen Hassan
Naureen Hassan

Managing Director and Chief Digital Officer

Naureen Hassan is a Managing Director and Chief Digital Officer of Morgan Stanley Wealth Management. She is responsible for Morgan Stanley Wealth Management’s strategy, design and marketing of digital tools and platforms serving the Firm’s 16,000 financial advisors and 3.5 million clients. Naureen Hassan joined Morgan Stanley in 2016. Previously she was with Charles Schwab & Co. where she was the Executive Vice President for Platforms, Segments and Strategy and a member of the firm’s Executive Committee. While at Schwab she led the development of Schwab Intelligent Portfolios and oversaw client web and mobile channels. She held a succession of executive positions including chief operating officer of Charles Schwab Bank since joining Schwab in 2003. Prior to Schwab, she was an Associate Principal with McKinsey & Company. She graduated from Princeton University (A.B in economics, magna cum laude) and from the Stanford University Graduate School of Business (M.B.A.).
Vanessa Henley
Vanessa Henley

Regional Chief Operating Officer

Vanessa Henley is currently the Regional Chief Operating Officer for the Southeast Region of Morgan Stanley – Wealth Management. As the RCCO, she is responsible for driving key initiatives within the overall region. This includes but is not limited to revenue, P&L drivers, Product offerings, recruiting and headcount. Prior to this role, she was the Sr. Diversity Officer for the Western Division of Morgan Stanley Wealth Management. Additionally, Vanessa served as the Sr. HR Coverage Partner for the Southern Division for approximately seven years. Vanessa was previously employed with SunTrust Bank as the Regional HR Manager for the Tampa Bay market. Additionally, she was employed with Citigroup in New York City where she supported the Asset Management Division in a number of HR roles across North America. Vanessa holds a B.S. degree from Auburn University and a M.S. in Human Resources from Troy State University. She is an active member of Alpha Kappa Alpha Sorority, Incorporated and an active member of the Friends for Life Foundation, Incorporation in Alpharetta, GA. Additionally, she is actively involved in the following organizations: National Association of African Americans in HR (NAAAHR) and Society for Human Resource Management (SHRM).
Jayme Oyler
Jayme Oyler

Complex Managers Assistant

Jayme Oyler is the Complex Manager’s Assistant for the Seattle Complex, consisting of eight branches and 300+ employees in the Northwest region. Through her 18+ years at the firm, Jayme has been committed to providing outstanding service to all employees and strongly encourages those around her, both internal to the Firm and external, to “Give Back.” Jayme began her career in 1998 at Solomon Smith Barney in Dallas, Texas as a receptionist. She quickly was transferred into Operations and then to a CSA role for two of the top advisors. Three years later, she moved back home to Washington where she joined the Bellevue office’s Operational Team. She has held other positions such as Branch Admin, Branch Managers Assistant, and then transferred to the Seattle office for her current role as Complex Managers Assistant. Over the last four years in the Seattle Complex, she has organized numerous fundraisers that raised over $1.8 million dollars. The fundraisers consist of monthly “Jeans for a Cause” for local charities, Make-A-Wish, ALS Ice Bucket Challenge, Holiday Programs & the Annual Appeal. Jayme recognized the importance to not only give monetarily back to your community, but also your time, advice and your insight. Jayme is a founding board member of W@MS, a group of employees who have a mission to promote transformative change for Women at MS through activities focused on professional development, networking, civic engagement and recruiting within our firm and within our communities.
Ronnie Lapinsky Sax, CPM ®
Ronnie Lapinsky Sax, CPM ®

Senior Portfolio Management Director Senior Vice President Financial Advisor

For over 40 years, Ronnie Lapinsky Sax has been in the business of managing investment portfolios and offering financial solutions to those in need. She is proud to say over 50 families have relied on her advice for over 25 years, some longer. Ronnie began her career at E.F. Hutton in 1976. She holds the Certified Portfolio Manager® (CPM®) designation, currently serves as Co- Chair of the Morgan Stanley FA Council of Advisors. In addition, Ronnie serves as Past President of the Portfolio Management Institute (PMI), an independent, peer-led professional association of Morgan Stanley portfolio managers. Ronnie advises on clients assets of over 250 million dollars. She offers solid investment advice, high levels of service and the confidentiality clients have grown to expect.
Melanie Schnoll-Begun
Melanie Schnoll-Begun

Managing Director

Melanie Schnoll Begun leads Morgan Stanley’s Philanthropy Management and exemplifies her professional work by living a life of committed action. For over 18 years, she has worked with many of the Firm’s wealthiest and most influential clients. She develops focus areas for client’s philanthropy; engages senior and millennial generations in their foundation’s governance; designs customized grant portfolios; aligns client values with impactful investing; and facilitates giving circles, board retreats and educational events. In 2000, Melanie launched Morgan Stanley GIFT, the Firm’s global Donor-Advised Fund. In 2012, she launched Foundation Management Services, a philanthropic advisory and administrative services platform for corporate and private foundations. She is also responsible for the firm’s Nonprofit and Endowment Consulting Services. A thought leader, Melanie was honored in May 2014 by the Rotary Club of Verrazano as “Humanitarian of the Year,” and in June 2013 received the Juvenile Diabetes Research Foundation’s “Perseverance Award.” She is the co-editor of Morgan Stanley’s “Perspectives in Philanthropy” and is a popular speaker. Melanie has published articles in the Journal of Taxation, has been quoted in The New York Times, the Wall Street Journal, Barron’s, Bloomberg and Investment News and has appeared on such programs as “Good Morning America” and CBS News. She received her law degree from Quinnipiac University Law School.
Kate Sweeney
Kate Sweeney

Portfolio Management Director Senior Vice President Financial Advisor

Kate Sweeney is a Senior Vice-President, Certified Financial Planner and Portfolio Management Director with Morgan Stanley in downtown New Brunswick, New Jersey. Kate’s motto is “from our family to your family.” Kate firmly believes that clients are part of an extended family – a big tent, where people from all walks of life, backgrounds, color, creed and sexual orientation can receive sage advice about their wealth, investments and reaching their financial goals. Kate’s process is comprehensive and simple. A Certified Financial Planner, Certified Investment Management Analyst and Accredited Investment Fiduciary, Kate asks question after question, getting to know clients intimately, understanding their financial needs and goals and employs a holistic approach to create a comprehensive but flexible financial plan that meets every aspect of their financial lives, from taxes, to estate planning, retirement planning, insurance and gifting. Kate’s distinctiveness lies in sustaining multi-generational relationships with clients’ families. She and her capable team, The Sweeney Group at Morgan Stanley seek to provide reliable service to generation after generation of families who stay in “the big tent” with Kate. Continuing her life journey as a high achiever and leader, Kate thrives on vivid connections to clients. There is always a financial workshop to give, a family porch to visit, a golf game to play with clients, a seminar or financial plan to present, and clients to meet with or call.
Kristina VanLiew
Kristina VanLiew

Managing Director Institutional Consulting Director Private Wealth Advisor

Kristina Van Liew is Managing Director and Co-Lead of the Chicago office of Graystone Consulting, the independent Institutional Consulting Division of Morgan Stanley. With over 28 years of corporate banking, private wealth and institutional investment consulting experience, Kristina draws upon a long legacy of serving the consulting needs of nonprofit sector and complex private wealth arena. Kristina and her partners are part of an elite group of advisors and lead one of the largest institutional consulting practices at Morgan Stanley with over $5 Billion in assets under advisement. Working a diverse range of clients including family offices, foundations/endowments and operating nonprofits, her clients benefit from a different type of strategic consulting partner – one who brings a more holistic view and understands the growing relationship between investments, mission and values. Drawing from a dual understanding of both institutional consulting and the growing Sustainable & Impact Investing arena, she has worked to build a diverse team professionals whose backgrounds and experiences allow the practice to incorporate sophisticated institutional thinking and industry best practices from all of the client segments it serves. This expertise is complemented by a deep curiosity about her client’s core values and a strong commitment to help them drive outcomes which matter most to them. Kristina is Chair of the Advisory Board to Management for Graystone Consulting and serves on the Graystone Consulting Investment Advisory Council. She is a published speaker on the topic of Impact Investing and the growing area of mission-based and sustainable investment strategies. Prior to joining the firm, she was a recognized leader at Merrill Lynch, where she served an instrumental role in expanding the consulting business and served as the Chair of the Merrill Lynch Global Institutional Consulting Group Advisory Board to Management. Kristina was also among a select group of advisors to serve as a Merrill Lynch faculty member in its Optimal Practice Model national training program. Before working at Merrill Lynch, Kristina enjoyed a long career at The Northern Trust Company, where she was Director of Institutional Investments.
Beatriz Luna-Vida
Beatriz Luna-Vida

Executive Director, Associate Complex Manager

Beatriz (Bea) Luna Vida is an Executive Director and Associate Complex Manager (“ACM”) at Morgan Stanley Private Wealth Management. With nearly 20 years of experience in the financial services industry, Bea is a member of the leadership team of Morgan Stanley’s Private Wealth Management New York City Complex, where she plays a key role in the overall management of the business. Working directly with Private Wealth Advisors and their teams, she specializes in facilitating business development and growth through the delivery of the best strategies, practices, and global resources available at Morgan Stanley to serve Ultra High Net Worth clients. Prior to joining Morgan Stanley, Bea was a Managing Director and Branch Manager at Santander Securities Puerto Rico, the first woman to hold such a position at a major broker dealer in that region. During her 16-year tenure at Santander, she also served as a Financial Advisor, Director of Investment Consulting, Director of Research, and as a Research Analyst, where she was a member of the Institutional Investor No. 2 Equity Research Team covering Food & Beverages in Latin America. Bea began her professional career as a Telecom Analyst for Andersen Consulting (currently Accenture), after spending nine months as a World Teach volunteer in Baja California, Mexico. At Morgan Stanley, Bea serves on the Morgan Stanley Wealth Management’s ACM Council and on the NY Metro Women’s Business Development Council (LIFT), an advocacy and business development group dedicated to empowering women advisors through coaching, networking, and peer mentoring activities. She is also an active participant in the Firm’s multicultural and women’s groups. Bea currently serves on the United States Tennis Association Hispanic Engagement Advisory Group, on the Board of Directors of the Caribbean Tennis Association, and on the Board of Directors of the Ricky Martin Foundation, a global non-profit focused on providing education and awareness against human trafficking. Bea received a B.S. in Foreign Service from Georgetown University and an Executive MBA from Kellogg School of Management. At Georgetown, she played NCAA Division I Tennis, was a Big East Academic All-Star, and a recipient of the Arthur Ashe Jr. Sports Scholar Award. In 1992, she was part of the first Federation Cup Tennis team representing Puerto Rico.
Jen Westpfahl
Jen Westpfahl

Executive Director Head of FAA Sourcing and Selection

Jennifer Westpfahl is an Executive Director of Morgan Stanley and Head of FAA Sourcing and Selection. Formerly, Jennifer was the Divisional Business Service Officer for the Eastern Division. She is Chair of the Women’s Employee Networking Group and a member of the National Diversity Council. Jennifer started her career as a sales assistant with Lincoln Investment in Charlottesville, Virginia. After working at New York Life as a Compliance Analyst in New York City, she joined Smith Barney’s Compliance Department in 2004. Jennifer was later promoted to Regional Control Administrator in Los Angeles where she also held the roles of Regional Risk Officer and Regional Business Service Officer. Jennifer holds her Bachelors in Business Administration from the University of Central Arkansas and her Executive MBA from Pepperdine University, where she was awarded the George Award for Outstanding Executive MBA Student. Jennifer served as the Chair of the Advisory Board for Back on My Feet’s Los Angeles Chapter, an organization that uses running to help those experiencing homelessness. Among other organizations, Jennifer is an advocate of the Yosemite Conservancy and 22Kills, an organization to increase awareness of Veteran suicide.
Julie Winston
Julie Winston

Vice President and Certified Financial Planner

Julie Winston launched her financial services career in 2003, and today is a Vice President and CERTIFIED FINANCIAL PLANNER™ with The Insignia Group at Morgan Stanley, co-founding the team with Daniel Finn in January 2012. Service holds a special meaning when applied to Julie Winston; her more than 20 years with the US Military bear her steadfast devotion to her country. She applies that same commitment and courage to her work every day at The Insignia Group, focused on championing our clients in their quest for a secure financial future. Still serving with the Massachusetts Army National Guard, Julie is the Operations Officer for the 151 Regional Support Group, providing logistical support to other Service members and the local population when called to serve by the Governor. Having previously served as the Executive Officer for the 726th Finance Battalion in Afghanistan, Julie returned in February 2008 and was awarded the Bronze Star Medal for her exceptional leadership and financial accomplishments with the Central Bank of Afghanistan for helping stabilize the Afghani currency. Julie holds a BBA from the University of Massachusetts Amherst, as well as a Masters in Financial Planning from Bentley University. She also earned the Certified Divorce Financial Analyst™ designation, reflecting her commitment to covering all aspects of financial planning. Julie provides holistic financial planning advice, and prides herself on constantly updating her current financial knowledge-base to provide thoughtful solutions.
Elizabeth Dennis
Elizabeth Dennis

Managing Director and the Head of Strategic Lead Management

Elizabeth Dennis is a Managing Director and the Head of Strategic Lead Management (SLM). SLM is responsible for facilitating client connections across the Firm, focusing on the synergies between our wealth management clients and our institutional capabilities. The dual mandate focuses on delivering advisory and underwriting services to business owners and executives who are wealth management clients, while also encouraging referrals from our institutional relationships to our financial advisors. Elizabeth is also responsible for identifying and distributing private placements into Wealth Management. She is a member of the Firm’s Securities Operating Committee and Wealth Management Operating Committee. Elizabeth leads the Wealth Management Leaders Program; an effort to motivate and retain top talent in Wealth Management. Elizabeth joined Morgan Stanley on the NY Debt Syndicate Desk in 2001. She spent 14 years executing and distributing debt offerings across the investment grade, high yield, project finance, aircraft financings, private placements, and emerging markets space. She has lived in London and Hong Kong, working for Morgan Stanley's syndicate desks in those regions. Elizabeth moved to Wealth Management in 2015 to run the Capital Markets division, a group responsible for sales, trading, content and risk management activities for financial advisors in the debt, equity and structured product markets.
Donna Prummell
Donna Prummell

Executive Director & Chief Operating Officer - National Sales, Morgan Stanley Private Bank, N.A.

Donna Prummell is an Executive Director and the Chief Operating Officer for National Sales within Morgan Stanley Private Bank, National Association. She is responsible for managing all operational and administrative functions for approximately 300 National Sales team employees. This includes overseeing the Human Resources, Finance, Operational Risk and Sales and Business Management functions. She also manages the Bank’s Leadership and Development team and a centralized team of Associate Private Bankers. Donna joined Morgan Stanley Private Bank, N.A. in 2011 as the Head of Business Development for the Bank’s National Sales team and was promoted to Chief Administrative Officer in 2013 before becoming the Chief Operating Officer in 2015. She has extensive finance industry experience, beginning her career at PaineWebber, Inc., later UBS Financial Services, as a Client Service Associate. Donna held various positions within their fee-based and Wealth Management businesses, including Senior Wealth Management Analyst, Sales Support Manager and Associate National Sales Manager. In 2006, she was promoted to Head of Business Management and in 2008 to Chief Operating Officer for UBS’ Products & Services Distribution team. Donna received her Bachelor of Science Degree from St. John’s University, majoring in Communications and Business Administration, graduating Magna Cum Laude. In 1999, she received her Certified Investment Management Analyst certification and in 2005, completed the Securities Industry Certificate Program sponsored by the Wharton School of Business. Donna is Series 7, 63 and 24 licensed. For 15 years, she was a member of the Investment Management Consultants Association and in 2012, became a member of the National Association of Professional Women. Donna believes those that are fortunate should give back both personally and professionally. At both her current and previous firms, Donna has participated in various firm sponsored employee development programs, either interviewing, mentoring and/or managing employees for such programs as Return to Work, which helps women re-enter the workforce, and summer and rotational analyst programs, focused on recruiting and developing young talent. Donna has been a “big sister” through the Big Brothers/Big Sisters organization. She believes in an open door policy and continuously, both formally and informally, mentors individuals. In 2015, Donna founded and is currently the Chair of the Women Leaders of National Sales, a network for women within the sales team whose mission is “… to come together as a community of Women Leaders to support, inspire and empower one another by sharing our experiences through mentoring, networking and giving back." Later that same year, she, along with her operating committee, launched a mentoring program to provide women within the network an opportunity to share both professional and personal challenges, triumphs as well as offer advice, guidance and support – all within a safe environment. She is also an active member of Morgan Stanley’s Wealth Management Women’s Employee Networking Group. Donna volunteers for the Caregiver Program at Westchester Medical Center in New York, a program focused on providing support to family members of long-term care patients.