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…

Morgan Stanley's Andrew Szczurowski is still finding attractive income streams, but says digging is necessary to separate winners…

The bank has had preliminary talks about a "significant risk transfer" tied to loans related to AI infrastructure, per people…

The wealth management unit posted $8.4 billion in net revenue in the most recent quarter, up from $7.5 billion a year earlier.

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Kathleen Grasmeder of Morgan Stanley emphasizes planning, education and team culture, but relies on equities to stay ahead of…