The Trischman Group - Morgan Stanley Team - GREENWICH, CT
Morgan Stanley
The Trischman Group
at Morgan Stanley
ONE FAWCETT PLACE, 3RD FLOOR
GREENWICH, CT 06830
tel: (203) 661-3330
toll-free: (800) 243-5977
fax: (203) 861-5731
Harold J. Trischman, Jr.
Harold J. Trischman, Jr.
Managing Director, Wealth Management
Financial Advisor
Director, Wealth Management
Family Wealth Director
tel: (203) 625-4824
toll-free: (800) 243-5977
fax: (203) 861-5731
Professional Details
  • 1985 - present: Morgan Stanley*
    Managing Director - Wealth Management
    Senior Advisor, Citi Family Office
  • Bachelors Degree - Biochemistry, 1983
    McGill University
  • MBA - International Finance, 1993
    New York University
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • 1991 - Present: Directors Council
  • 2007 - Present: Senior Advisor, Citi Family Office
  • Former Member of the Directors Advisory Group
Harold J. Trischman, Jr. holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Robert A. Franchini
Robert A. Franchini, CFP, ChFC, CRPC
First Vice President
Financial Advisor
Portfolio Manager
tel: (203) 625-4863
toll-free: (800) 243-5977
fax: (203) 861-5731
Professional Details
  • 2004 - present: Morgan Stanley*
    Vice President
    Greenwich, CT
  • 2001 - 2004: UBS Financial Services
    Financial Advisor
    Stamford, CT
  • 1996 - 2001: American Express
    Financial Advisors
    Financial Planner
    Norwalk, CT
  • Bachelor of Arts - 1996
    Denison University
    Granville, OH
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 3 - National Commodity Futures
  • Life, Health & Variable Annuity Insurance Licensed
Robert A. Franchini, CFP , ChFC , CRPC  holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Stephanie M. Franchini
Stephanie M. Franchini, CRPC
Second Vice President
Financial Advisor
Financial Planning Specialist
tel: (203) 625-4835
toll-free: (800) 243-5977
fax: (203) 861-5731
Professional Details
  • 1999 - present: Morgan Stanley*
    Second Vice President
  • Bachelor of Business Administration, 1999
    University of Massachusetts at Amherst
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
Stephanie M. Franchini, CRPC  holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Sarah A. Williams
Group Director
tel: 203-625-4878
fax: 203-861-5731
Professional Details
  • 2005 - present: Morgan Stanley*
    Group Director
  • Bachelors of Science - Policy and Management, 2004 Carnegie Mellon University
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent

Robert Sadowski
Senior Registered Associate
tel: 203-625-4822
fax: 203-861-5731
Professional Details
  • 2011 - Present: Morgan Stanley* – Senior Registered Associate
  • 2010 - 2011 AXA Advisors – Financial Advisor
  • 2008 - 2010 MV Financial Group - CSA
  • Bachelors of Arts - Economics, Management, 2008 Gettysburg College
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Registered
  • Series 66 - NASAA Uniform Combined State Law Exam
  • Life, Health & Variable Annuity Insurance Licensed

Benjamin Kozera
Client Service Associate
tel: 203-625-4806
fax: 203-861-5731
Professional Details
  • 2014 - Present: Morgan Stanley – Client Service Associate
  • Bachelors of Arts - Economics, 2014 University of Connecticut

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Awards Disclosures
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