Prior to launching SumRidge Partners, LLC in August 2010, Kevin Morano was Co-Head of Morgan Stanley Smith Barney’s Capital Markets division, and also a member of Morgan Stanley Smith Barney’s management and risk committees. Along with Tom O’Brien, Kevin was instrumental in building and developing the retail capital markets division into an industry leader. Prior to this, Kevin was head of sales and marketing for the Global Wealth Management Group’s Capital Markets division. Throughout his tenure at Morgan Stanley, Kevin held several sales and sales management positions within the fixed income division. Kevin earned a Bachelor of Science in Business Administration from Villanova University, and is currently a member of The President’s Leadership Council. Kevin is also an active member of the SIFMA Retail Fixed Income Committee.

Prior to launching SumRidge Partners, LLC in August 2010, Tom O’Brien was Co-Head of Morgan Stanley Smith Barney’s Capital Markets division, and also a member of Morgan Stanley Smith Barney’s management and risk committees. Along with Kevin Morano, Tom was instrumental in building and developing the retail capital markets division into an industry leader. Prior to this, Tom was head of retail fixed income trading, which included US credit, rates, and municipal bond trading. Tom began his career with Dean Witter in 1991 as an institutional MBS trader and subsequently traded various fixed income products over his career, including CMOs, CDs, Agencies, and callable corporates, and later took responsibility for risk management oversight of several product lines. Tom earned a Bachelor of Science in Economics from the University of Scranton and an MBA from Fordham University, and is currently a member of the University of Scranton Board of Trustees and Chair of the Finance Committee of the Board.