Success on Your Terms. How We Help You Achieve Your Financial Goals

Transcription

1 Success on Your Terms How We Help You Achieve Your Financial Goals One PPG Place, Suite 1300 Pittsburgh, PA Visit Our Team Website: Bohdan W. Stone, CIMA Executive Director Senior Institutional Consultant Jonathon A. Reddig, CFA Associate Vice President Brian D. Kocherzat Consulting Group Analyst Christine A. Bacasa Portfolio Associate Financial Planning Associate 2014 Morgan Stanley Smith Barney LLC. Member SIPC.

2 How s Work to Define and Help Achieve Your Goals Together, we ll develop a thorough understanding of your financial goals. Develop Understanding Working with you, we ll review and analyze your current financial situation. Ongoing Commitment Conduct Analysis Your will periodically evaluate and recommend potential solutions to address your situation. Implement and Deliver Tailor Solutions We draw upon the intellectual strength and global resources of Morgan Stanley Wealth Management to help you create individually tailored investment solutions. Your will work with you to implement your customized strategy, including personalized benefits and services, to ensure your financial needs continue to be met.

3 Your Team at Morgan Stanley Your s Will: Serve as your gateway to the intellectual strength and global resources of Morgan Stanley Follow a client-centered approach, and work with you to develop financial solutions that address your specific needs and goals Bohdan W. Stone, CIMA Executive Director Senior Institutional Consultant Jonathon A. Reddig, CFA Associate Vice President Brian D. Kocherzat Consulting Group Analyst Christine A. Bacasa Portfolio Associate Financial Planning Associate Focuses on Institutional Consulting and Wealth Planning for High Net Worth Families and Individuals With Morgan Stanley since 1978 One PPG Place, Suite 1300 Pittsburgh, PA Phone: Fax: bohdan.w.stone@morganstanley.com Works with Institutional and High Net Worth Families and Individuals to create customized solutions in order to help meet their goals. With Morgan Stanley since 2005 One PPG Place, Suite 1300 Pittsburgh, PA Phone: Fax: jonathon.a.reddig@morganstanley.com Works with Institutional and High Net Worth Clients to evaluate, develop and implement financial planning strategies tailored to individual objectives With Morgan Stanley since 2013 One PPG Place, Suite 1300 Pittsburgh, PA Phone: Fax: brian.kocherzat@morganstanley.com Takes care of the operational, administrative and marketing functions of the group. Assists clients with their trading, retirement and financial planning needs. With Morgan Stanley since 1985 One PPG Place, Suite 1300 Pittsburgh, PA Phone: Fax: christine.a.bacasa@morganstanley.com

4 Bohdan W. Stone, CIMA Executive Director Senior Institutional Consultant B.A., Princeton University CIMA, The Wharton School, University of Pennsylvania Mr. Stone began his investment career in 1971 and has been with Morgan Stanley since He focuses on institutional consulting services and wealth management for high net worth families and individuals. He has been honored annually as a by being named to the firm s prestigious Director s Council. Bo has previously served on the Director s Advisory Group within the firm, a group comprised of ten financial advisors from across America whose task is to work with senior management to discuss the firm s strategic initiatives, platform enhancements and business issues. Bo is a member of the Association of Professional Investment Consultants, an independent organization dedicated towards professionalism within the consulting industry. He is also a member of the Investment Management Consultants Association, a national association for the industry, and is a Certified Investment Management Analyst SM (CIMA ) through the Wharton School of Business at the University of Pennsylvania. Additionally, Mr. Stone received his BA from Princeton University. He is also active in various charitable and fraternal organizations. He is a past president of the Fraternal Societies of Greater Pittsburgh and has served on the Board of Directors for the ARC-Allegheny Foundation (Association for Retarded Citizens), Harvard Yale Princeton Club, National Slovak Society and the Pennsylvania Fraternal Congress.

5 Jonathon A. Reddig, CFA Associate Vice President B.S., Business Administration, University of Pittsburgh Mr. Reddig joined Morgan Stanley in In his 5 years as a consulting analyst and now as a, Jon understands that everyone s economic and life situation is unique. He follows the belief that personalized service is essential when matching clients with the right financial advice. In his first five years with the firm, Jon worked with institutional investors to create customized strategies in order to help them meet their goals. Now as a he brings that experience to High Net Worth families to evaluate, develop and implement financial planning strategies tailored to individual objectives. Jon has recently earned the Chartered Financial Analyst Designation. The Chartered Financial Analyst (CFA ) designation has become known as the designation of professional excellence within the global investment community. Jon is also a member of APIC, the Association of Professional Investment Consultants and the CFA Society of Pittsburgh. To indulge his competitive spirit, Jon is an avid rower with the Three Rivers Rowing Association, and over the past three years has consistently been a medal winner in his event at the Head of the Ohio.

6 Brian D. Kocherzat Consulting Group Analyst B.A., Finance, University of Pittsburgh Mr. Kocherzat began his investment career in 2005 with PNC Financial Services Group, where he worked with retail and institutional clients and obtained his Series 7 and Series 66 licenses. Brian works with Institutional and High Net Worth clients to evaluate, develop, and implement wealth planning strategies customized to client specific objectives. In addition, Brian covers portfolio performance attribution, asset allocation, risk analysis and the selection of qualified money managers. His interests include studying capital market dynamics, global macroeconomics, and golf.

7 Christine A. Bacasa Portfolio Associate Financial Planning Associate As a key member of the group, Chris is responsible for coordinating client relationships and assisting clients with their overall trading, retirement, and financial planning needs. In addition, Chris is responsible for the day-to-day operational and administrative functions of the group. She works closely with the team in the development and implementation of various marketing strategies. She joined Morgan Stanley in 1985 and is Series 7 and Series 63 licensed. In 2004, she continued her commitment to ongoing professional development and received the designation of Financial Planning Associate. Chris is an avid runner and likes to compete in local races including half marathons. She is also actively involved in religious education at St. Catherine of Sweden Church in Allison Park, Pa.

8 We Are Active in Your Financial Success Working with Morgan Stanley means that all the resources of a global financial leader will be available to help meet your financial goals: Decades of experience and thought leadership applied to your financial needs Unique investment opportunities whenever and wherever they appear across the globe Innovative solutions tailored to help you meet your objectives A dedicated to understanding and helping you reach your goals 2014 Morgan Stanley Smith Barney LLC. Member SIPC.