The Chen Group at Morgan Stanley is a comprehensive wealth management practice headquartered in New York City. We have assembled an experienced team of professionals with extensive knowledge across a wide range of asset classes and disciplines.We believe that working with our team not only provides you with access to a broad array of experience and solutions, but also helps to ensure that you will benefit from a high level of service and intellectual thoroughness.Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State 2017, 2018, 2020, 2021, and 2022Forbes Best-In-State Wealth Advisors for 2021, 2022, 2023, and 20242017-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)Source: Forbes.com (Awarded 2017-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.2021-2024 Forbes Best-In- State Wealth AdvisorsSource: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Listed skills include Acquisition Integration, Competitive Analysis, Financial Modeling, Mergers, and 51 others.