mssb one page brochure final
TRANSCRIPT
Morgan Stanley Wealth Management
2012
Jon M. Greenfield Senior Vice President Private Wealth Advisor PRIVATE WEALTH MANAGEMENT
303.572.4877
Denver Office
370 17th Street 28th Floor Denver, CO 80202
800.477.3041 - Toll Free 415.762.0981 - Fax
Chris Dietz
Financial Advisor 303.572.4831
Deborah I. McCann Registered Associate PRIVATE WEALTH MANAGEMENT
303.572.4049
Chloe Hansen Registered Marketing Associate PRIVATE WEALTH MANAGEMENT
303.572.4873
JON GREENFIELD Jon Greenfield is a financial advisor within Morgan Stanley’s Private Wealth
Management practice. His focus is providing sound financial planning and
investment strategies customized for high and ultra-high net worth individuals
and their families. Jon received his MBA from the University of California,
Berkeley in 1999 with an emphasis in Finance and Investments.
Jon joined the San Francisco office of Morgan Stanley in 2004. Shortly
thereafter, he earned the prestigious designation of Senior Investment
Management Consultant for his dedication to providing the highest quality
wealth management solutions to his clients. Jon is focused on advising high
and ultra-high net worth individuals and their families on investment
management, wealth preservation strategies, and tax and estate planning. He
has extensive experience assisting executives of start-up companies, as well
as executives of companies that have recently undergone a merger or
acquisition.
Jon joined Morgan Stanley’s Denver office in 2011, after working seven years
for the firm’s Private Wealth Management practice in San Francisco, CA. Prior
to that, he spent five years as Director of Investments at Banc of America
Securities in San Francisco. He began his career at Arthur Andersen in
Denver, where he provided various value-added services to emerging
technology companies and service organizations.
CHRIS DIETZ Chris Dietz is a Financial Advisor with Morgan Stanley
Smith Barney and has been in the financial services
industry since 2001. His comprehensive approach to
wealth management comes from his extensive business
background in accounting, banking, and lending. Chris is
a non-practicing Certified Public Accountant, as well as a
Certified Mortgage Loan Originator.
Prior to joining Morgan Stanley Smith Barney, Chris was
on the executive team for eleven years of a financial
services company and was instrumental in building the
company from $15M in annual revenues to $60M in a four
year span, prior to a successful merger in 2011. Chris
previously worked in investment banking and public
accounting.
Chris earned an MBA in Finance and an MS in
Telecommunications from the University of Colorado. He
started his career with Arthur Andersen in Denver where
he provided auditing and financial consulting services to
companies in the Telecommunications, Technology,
Financial Services, and Real Estate industries.
Morgan Stanley Smith Barney’s commitment to open architecture enables our
team to deliver personalized investment and wealth management services,
coupled with tailored in-depth advice. With access to Morgan Stanley Smith
Barney’s broad global platform, featuring both proprietary and third-party resources,
we can select from a vast inventory of products and services.
Our approach to wealth management originates with the development of a
comprehensive profile. We want to know all we can about you, your family, your
business and your short- and long-term goals for each. From this discovery work, we
proceed to design an investment strategy that is uniquely yours.
Your asset allocation strategy is custom-designed based on your objectives and
personal profile. We achieve personalization through our ability to utilize the entire
investable universe, from common stocks and bonds to highly sophisticated
asset classes, such as real estate investment trusts (REITs), limited partnerships,
private equity, hedge funds and special situations created by tender offers,
alternative investments, mergers and acquisitions, and bankruptcies, as suitable.
Our diverse service offerings include investment management, trust services,
retirement planning, education planning, estate planning, executive compensation
management, insurance and liability management, business succession planning,
family needs planning, philanthropic services, credit and lending, and family office
services.
Wealth Management Services - Investing with Discipline and Diligence