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2012 Morgan Stanley Wealth Management

Wealth Management Services - Investing with Discipline and Diligence


Denver Office
370 17th Street 28th Floor Denver, CO 80202
800.477.3041 - Toll Free 415.762.0981 - Fax

Jon M. Greenfield
Senior Vice President
Private Wealth Advisor
PRIVATE WEALTH MANAGEMENT

Morgan Stanley Smith Barneys 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 Barneys 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.

303.572.4877 jon.greenfield@morganstanleypwm.com

Chris Dietz
Financial Advisor
303.572.4831 chris.dietz@mssb.com

Chloe Hansen
Registered Marketing Associate
PRIVATE WEALTH MANAGEMENT

303.572.4873 chloe.hansen@morganstanleypwm.com

Deborah I. McCann
Registered Associate
PRIVATE WEALTH MANAGEMENT

303.572.4049 deborah.i.mccann@morganstanleypwm.com

JON GREENFIELD
Jon Greenfield is a financial advisor within Morgan Stanleys 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 Stanleys Denver office in 2011, after working seven years for the firms 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.