Since 1998, I’ve helped provide strategic investment strategies to a select group of ultra-high net worth individuals, their families and their foundations.As Managing Director and co-founder of the KLT Group at Morgan Stanley Private Wealth Management, my team and I focus on the needs and goals of individuals and families with $10mm+ in investable assets. We advise founders and senior executives of both public and private companies, partners at private equity/venture capital firms, as well as athletes and entertainers.The KLT Group is committed to helping provide access to opportunities and personalized resources. Drawing on the vast resources of Morgan Stanley PWM, we help support our clients with firsthand knowledge of world economies and emerging trends, anchored by a presence at the center of the global economy.As a team, we focus on assisting our clients with tax management and estate planning strategies, concentrated stock strategies, cash management and lending solutions, and implementing customized investment strategies.By maintaining a manageable number of select client relationships, my team remains committed to providing a very high level of personal service. We seek to present clear and concise strategies to financial complexity that help our clients build confidence and clarity. And we offer advice that strives to extend far beyond investing to encompass both sides of our clients' personal balance sheet and various aspect of their finances.I graduated Loyola High School in Los Angeles, and earned a BA in economics from Columbia University while playing quarterback on the football team. I am a member of the inaugural class of Sports and Entertainment Directors. I currently serve on the board of the St. James Inn and am a member of the Los Angeles Country Club and of the Jonathan Club.Disclaimers: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.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC.
