The Cohn Weisskopf Oxman Group - Morgan Stanley Team - Deerfield, IL
Morgan Stanley
The Cohn Weisskopf Oxman Group
at Morgan Stanley
111 S Pfingsten Rd, Ste 200
Deerfield, IL 60015
tel: (847) 291-5560
toll-free: (866) 771-3747 
fax: (847) 572-1678
Lee Cohn
Lee Cohn
Executive Director
Wealth Advisor
Portfolio Management Director
tel: (847) 291-5560
toll-free: (866) 771-3747
fax: (847) 572-1678
Professional Details
  • Executive Director
  • Wealth Advisor
  • Portfolio Management Director
  • Chairman's Club Financial Advisor
  • Focus includes customized asset allocations, portfolio management and tax saving strategies
  • 1995 - 2000:Senior Vice President at Prudential Securities
  • 1985 - present:Worked in the financial services industry
  • 1983:Graduated University of Illinois with a B.A. in economics
Lee Cohn holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative;

Philipp Weisskopf
Philipp Weisskopf
Senior Vice President
Wealth Advisor
Senior Portfolio Manager
tel: (847) 291-5561
toll-free: (866) 771-3747
fax: (847) 572-1678
Professional Details
  • Senior Vice President
  • Wealth Advisor
  • Certified Financial Planner practitioner
  • 2008:Certified Investment Management Analyst
  • 1997:Joined Morgan Stanley as a Branch Manager in the Highland Park office
  • 1997:M.B.A. from Loyola University (Chicago)
  • 1992:graduated from Lawrence University
Philipp Weisskopf holds the following registrations:
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Michael Alan Oxman
Michael Alan Oxman, CFA®, ADPA
Financial Advisor
tel: (847) 291-5562
toll-free: (866) 771-3747
fax: (847) 572-1678
Professional Details
  • Financial Advisor
  • Chartered Financial Analyst
  • Supports the group on platforms including research, performance reporting, trading and technical issues
  • 2005:Joined Morgan Stanley as an intern
  • 2006:Graduated Northwestern University with a B.A. in economics
Michael Alan Oxman, CFA® , ADPA  holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures;

Stacey Ness
Senior Registered Associate
tel: 847-291-5564



Professional Details
  • Joined Morgan Stanley* in 2000.
  • Has been in the financial services industry in 1995, starting in commercial banking.
  • Graduated from the University of Illinois in 1995 with a B.A. in psychology

Jennifer Stiebel
Registered Associate
tel: 847-291-5563



Professional Details
  • Jennifer joined the Cohn Weisskopf Group in 2011
  • She began her career in corporate banking and financial analysis in 2007 for Citigroup
  • Jennifer graduated with high honors from University of Illinois with a B.S. in Finance

Wendy B Calandrino
Client Service Associate
tel: 847-291-5566



Professional Details
  • Wendy started with the Cohn Weisskopf Group in January of 2013
  • She began her career with Morgan Stanley in 2005 when she started with the Client Interaction Center in New Albany, Ohio.
  • Wendy graduated from Columbia College in 1999 with a B.S. in Business Administration
  • Wendy obtained a Paralegal certification with an emphasis in Business Law from Capital University Law School in 2003

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