BySergei Klebnikov,
Forbes Staff.
Team Name: The Continuum Group
Firm: Morgan Stanley Wealth Management
Senior Members: Scott Siegel, Steven Rosbash, Bill DeMatteo, Joseph Carmody, Jaynie Siegel
With 17 team members serving 125 ultra-wealthy families, the Continuum Group blends institutional experience, in-house portfolio management and family-office service.
BySergei Klebnikov,
Forbes Staff.
Team Name: The Continuum Group
Firm: Morgan Stanley Wealth Management
Senior Members: Scott Siegel, Steven Rosbash, Bill DeMatteo, Joseph Carmody, Jaynie Siegel

The Charleston-based Roseate Group manages 300 families, focusing on next-generation education, aging-in-place strategies and…

Carte Financial Group Names Continuum the Exclusive AI Client Intelligence System for Its National Advisor Network

Morgan Stanley's move is one of the earliest instances of a major Wall Street bank opening its platforms to external AI tools.

Sterling Mutuals Names Continuum the Exclusive AI Client Intelligence Platform for Its Advisor Network

John China and Andrew Kresse co-lead a JPMorgan team of more than 550 focused on banking startups. They broke down how they make…

Morgan Stanley launches a U.S. Innovation Infrastructure Initiative focused on quantum, AI and advanced computing and…