Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.ĦMorgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.ĥMorgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.ĤMorgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at Back to topģMorgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. The Morgan Stanley ADV is available at Back to topĢMorgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. With whatever spare time he has left over, James golfs, roots for the Boston Celtics, spoils his two daughters, Zhanna and Nora, roughhouses with his dogs and complains about yard-work.ġMorgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. He and his wife Danni also support the Isabella Santos Foundation in its mission of increasing survival rates of kids with cancer. He has since grown to love his adopted community, fostering dogs through Carolina Hearts Aussie Rescue, an organization that rescues Australian Shepherds and finds them new homes. James was brought up in Boston, but moved to Charlotte for career opportunities and to be near family. He also holds a CPWA certification, specializing in financial planning for high-net worth families. In addition, he is a CFA Charter Holder and well qualified to analyze investment opportunities on a qualitative and quantitative basis. There he researched private equity and hedge funds and supported the firm’s largest clients and advisors.Ī graduate of Emory University with a BA in Economics, James earned his MBA at the University of North Carolina’s Kenan-Flagler Business School. Previously, James managed hedge fund portfolios with a Boston asset management organization and moved to Charlotte for the opportunity of becoming a Wells Fargo’s Global Alternative Consultant. Before joining Morgan Stanley, he served as Chief Investment Officer at GCG Wealth Management where he and his fellow Pebble Group founder, Christopher Taylor, were charged with expanding that firm’s offerings to high net worth capabilities. James brings extensive alternative investment and analytical experience to every client he advises.
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