The Century Group at Morgan Stanley Smith Barney

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1 The Century Group at Morgan Stanley Smith Barney

2 2121 Avenue of the Stars Los Angeles, CA / MAIN / TOLL-FREE fa.morganstanleyindividual.com/thecenturygroup

3 The Century Group at Morgan Stanley Smith Barney What do you look for in a wealth management team? Advice you can rely on Collaboration Comprehensive strategies Dedication and commitment to client service Credentialed advisors The Century Group at Morgan Stanley Smith Barney works to meet these expectations every day. The way we achieve this goal is to ensure we have outstanding professionals, each with a specific expertise in finance coupled with a high level of knowledge. This knowledge is honed every day through precise research and practice in wealth management. We provide our clients with customized advice and forward thinking portfolio design. THE CENTURY GROUP 3

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5 Meet the Professionals Michael Ladge Portfolio Management Director Senior Vice President - Wealth Management Financial Advisor Michael Ladge, a Senior Vice President and a Portfolio Management Director, joined Morgan Stanley Smith Barney and its prior firm in By employing an extensive wealth management approach through a consultative process, he implements a customized investment plan designed to accumulate, preserve, and transfer wealth. Mike serves a select client base, from a broad spectrum of industries. It includes numerous corporate executives, entrepreneurs, entertainers, and professional athletes. Previously, Mike was with UBS Wealth Management. Prior to UBS, he worked with Credit Suisse, which had acquired DLJ. Prior to that, Mike earned his MBA from the Anderson School at UCLA. Graduating with a B.S. from Syracuse University with a double major in finance and statistics, Mike initiated his career as an investment advisor with Morgan Stanley. Mike was named to Robb Report's Worth Magazine's Top 100 Wealth Advisors for four consecutive Years. He was recently named a 2012 Los Angeles Five Star Wealth Manager conducted by Los Angeles magazine and Five Star Professional. In addition, he is a Registered Financial Advisor with the NFL Players Association. Mike also works extensively with Jim Brown s Amer-I- Can Foundation and The DeSean Jackson Foundation for Pancreatic Cancer. Originally from Boston, Mike resides in Bel Air, California with his wife Megumi and daughter Alexis. Shon Saleh Senior Vice President - Wealth Management Financial Advisor Shon Saleh is a Senior Vice President at Morgan Stanley Smith Barney with over thirty years of experience in the securities industry. He began his career at Kidder Peabody in Prior to joining Morgan Stanley Smith Barney, Shon worked at UBS Wealth Management, Prudential Securities, and Oppenheimer & Company. He advises institutional clients (such as mutual fund portfolio managers and hedge funds), as well as high net worth families. Shon received his Bachelors of Science degree from Brigham Young University, graduating valedictorian of his class, and his PhD from Cornell University. He is a past president of The Technical Securities Analyst Association of San Francisco, and resides in Los Angeles with his singer-songwriter wife ZaZa. THE CENTURY GROUP 5

6 Joseph Sulentor Second Vice President - Wealth Management Financial Advisor Joseph Sulentor is a Second Vice President and financial advisor for The Century Group at Morgan Stanley Smith Barney. In 2002, Joe began his career in finance at UBS Financial Services in Los Angeles. Soon after, Joe joined the UBS Municipal Bond trading and marketing desk. As an Associate Director, Joe developed an expertise in bond portfolio management with a focus on trade strategies, portfolio structure, and implementation. This background enables Joe to develop customized investment strategies and advise high net worth individuals and institutional clients with a multifaceted prospective in wealth management. In addition, Joe frequently delivers presentations regarding markets, economics, and fixed income strategies. In 2004, Joe earned his MBA in Financial Strategy from Hilton School of Business at Loyola Marymount University. He also earned a Bachelor of Business Administration degree in marketing from LMU. After competing collegiately, Joe played professional baseball with the Minnesota Twins baseball club and enjoys to play golf in his spare time. Joe has been with Morgan Stanley Smith Barney and its prior firm since He was recently named a 2012 Los Angeles Five Star Wealth Manager conducted by Los Angeles magazine and Five Star Professional. A native of Southern California, Joe currently resides in El Segundo, California with his wife Sarah. Peter Wolf Senior Vice President - Wealth Management Financial Advisor Peter Wolf has a long and distinguished career in the security industry. He is a Senior Vice President and his specialty is managing high net worth clients on long term strategies. He is skilled at working with both taxfree and taxable securities and employs specialized portfolio managers for equity and ETF portfolios. Wolf is known for his successful and conservative approach in asset allocation. Wolf earned a B.A. in Business and a M.A. in Economics from the University of Miami. In addition to his role as a financial advisor, he was the resident manager in Miami and Nassau, Bahamas for Hayden Stone and E.F. Hutton and Company. He served on various significant boards of directors including chairman of the board of American Bankers Insurance Co. 6 MORGAN STANLEY SMITH BARNEY

7 He moved to Los Angles and joined UBS as a Senior Vice President. Wolf s philanthropic involvements include contributions as a long-time trustee of Barry University in Miami. He was very involved in building the financial resources of the University. Married to Jeanne Wolf, a respected TV interviewer, he has supported her work as a trustee of Loyola University in New Orleans and the Eastman School of Music. Brandon Allen Consulting Group Analyst Brandon Allen is a CG Analyst for The Century Group at Morgan Stanley Smith Barney. He works with The Portfolio Management Group and The Consulting Group, two of the leading discretionary money management platforms at Morgan Stanley Smith Barney. Brandon s expanding knowledge of the markets and the economy, allow him to apply a diverse set of skills to portfolio management and asset allocation. In addition, Brandon focuses on Exchange Traded funds (ETF s), their structure, trading characteristics, hedging strategies, fund flows, and new products. In 2007, Brandon Started his Career at UBS Wealth Management. He earned his Bachelors degree in Economics from the University of Colorado at Boulder. Brandon was born and raised in Beverly Hills, CA. Natasha Beard Senior Registered Client Service Associate Natasha Beard joined Morgan Stanley Smith Barney and its prior firm in 2008 as a Senior Registered Associate with both her Series 7 and Series 66 licenses. Formerly, she worked at Washington Mutual before joining the team at UBS Wealth Management in She has many comprehensive duties, which includes coordinating the group s overall day-to-day operations and implementing her knowledge to adhere to all client administrative needs. Natasha s friendly personality and commitment to providing excellent customer service is reflected in the close ties she has built with the clients throughout the years. THE CENTURY GROUP 7

8 A Specialized Approach We provide continuous advice and asset management to our clients. Investment of client funds is based upon a risk assessment, stated goals, objectives and timeframes. The Century Group develops strategies to preserve wealth, provide for appropriate investment growth and income. Comprehensive wealth management consists of holistic financial planning and integrated investment management. It is a complex process that involves conducting an extensive consultation of both business and personal financial goals. Once establishing these objectives we analyze the data and develop tactics and strategies to meet stated objectives. The next step is to implement the plan and monitor ongoing performance, making changes when necessary. 8 MORGAN STANLEY SMITH BARNEY

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10 The Century Group at Morgan Stanley Smith Barney assists clients in accomplishing their financial and investment goals. Our client-centric approach is the bedrock of a successful relationship. Fundamental to The Century Group s business philosophy is the idea that the more knowledge and transparent understanding our clients have, the more likely they are to make well thought out investment decisions. 10 MORGAN STANLEY SMITH BARNEY

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12 This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of an investment or strategy will depend on an investor s individual circumstances and objectives. Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor Morgan Stanley Smith Barney LLC. Member SIPC /2012

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