Samantha Favis

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA.