Morgan Stanley
Kelly Bit
Vice President, Editor
Kendall Bensche
Wealth Management Analyst
Kevin Rickman
Planning Virtual Engagement Associate
Lauren Mc Donnell
Institutional Equity Analyst
Leah Ahmad
Investment Banking Analyst
Liz L.
Consultant, Venture Investing And Strategic Projects
Liz Paulus, Ctfa
Regional Trust Specialist, Family Office Resources
Liz Paulus, Ctfa, Cfp®
Regional Trust Specialist, Family Office Resources
Mai Klaassen
Executive Director Legal And Compliance
Manish Modi
Senior Manager
Michael Neumann
Registered Associate
Monica Nguyen
Financial Professional