Casey, Neilon & Associates is excited to be partnered with Morgan Stanley Smith Barney for Captive Insurance investment needs.
Meet the Professionals of The Corbett Mason Group
at Morgan Stanley Smith Barney
Robert Mason
Robert has more than 15 years of industry experience managing growth equity and fixed income portfolios. Robert leads the team's efforts in developing and implementing asset allocation strategies, as well as, manager selection and ongoing monitoring.
Robert works with the team and investors to analyze and review market trends and individual equity positions in relation to overall wealth management strategies. He has specific experience in fundamental and technical analysis of the overall market.
Prior to joining Morgan Stanley Smith Barney, Robert was associated with Bear Stearns, Robertson Stephens, and Hambrecht & Quist.
Patrick Corbett
Senior Vice President - Wealth Management
Financial Advisor
Chartered Private Wealth AdvisorSM
Patrick has more than 12 years of industry experience working closely with clients to coordinate complex financial strategies and comprehensive wealth plans.
Patrick leads the team in coordinating comprehensive wealth management plans by arranging with clients to work closely with their tax advisor and trust and estate attorney. Patrick has extensive knowledge in the areas of:
- Pre and post-IPO planning
- Executive restricted stock and options planning
- concentrated equity risk management
- 10b5-1 plan design and execution
- asset allocation
- life insurance
- lending
- monitoring estate
- tax coordination
Prior to joining Morgan Stanley Smith Barney, Patrick was associated with Bear Stearns, Robertson Stephens, and Hambrecht & Quist.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Morgan Stanley Smith Barney LLC. Member SIPC
