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.

Morgan Stanley CEO Ted Pick said the firm's wealth division alone could reach a $10 trillion asset target.

Vasudha Saxena said the work is some of the hardest she's done in her 25 year career — and that she's looking for "unicorn…

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