Welcome to our page! At The BHR Group, our mission is to inspire you to be confident in all of your financial decisions. From an established foundation backed by Morgan Stanley's vast resources and leading intellectual capital, our team operates with an entrepreneurial mindset, continuously striving to challenge the status quo and provide our valued clients with the highest level of advice, guidance, and service excellence.
Please give us a like/follow and stay up to date on the financial markets, economic trends, financial planning tips, as well as some fun and thought provoking articles.
In addition, don’t hesitate to reach out to us with any questions and/or to discuss your unique financial situation.
Timothy D. Broderick
Senior Vice President
Stock Plan Director
Financial Advisor
(860) 275-0770
Timothy.Broderick@morganstanley.com
Randy S. Holmeen
Senior Vice President
Stock Plan Director
Financial Advisor
(860) 275-0771
Randy.Holmeen@morganstanley.com
Peter N. Junggren
Vice President
Executive Financial Services Director
Financial Advisor
(860) 275-0774
Peter.Junggren@morganstanley.com
Austin S. Hersh
Financial Planning Specialist
Financial Advisor
(860) 275-0731
Austin.Hersh@morganstanley.com
Lisa I. Capobianco
Portfolio Associate
(860) 275-0767
Lisa.Capobianco@morganstanley.com
Brian A. Peterson
Registered Associate
(860) 275-0784
Brian.Peterson@morganstanley.com
Considering selling your business? Two keys to success are: leaving enough time to plan and having an adequate plan in place.
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Preparing for the Transaction of a Lifetime | Morgan Stanley
Feeding America estimates 54 million Americans will face hunger during the pandemic. We hope to change that.
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Fighting Hunger During COVID-19 | Morgan Stanley
Join us for an insightful conversation with Barbara Corcoran, as she shares invaluable perspective on finding windows of opportunity and purpose in challenging times such as these. Register Now!
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There are so many organizations that honor veterans’ service to our country. For Veterans Day, consider these suggestions for how you can maximize your impact:
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Giving Back to Veterans | Morgan Stanley
Stocks rally, led by healthcare and tech, as markets react to initial election results. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
The COVID-19 crisis has been a catalyst for transformation of the technology sector. Learn more:
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Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider.
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
It was a pleasure having Virtus Chief Market Strategist and CNBC contributor, Joe Terranova as our guest speaker today for our virtual client event. We very much enjoyed our powerful conversations and know our clients found it extremely valuable!
Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Congratulations to BHR Group Partner, Peter Junggren, Jr. on his promotion to Senior Portfolio Manager at Morgan Stanley. A well deserved accomplishment for an outstanding Advisor!
Congratulations to BHR Group Partner, Austin Hersh on his promotion to Associate Vice President and Senior Portfolio Manager at Morgan Stanley. This incredible accomplishment is a testament to Austin’s everlasting dedication to his clients and the financial markets.
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next?
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Reimagining Travel | Now, What's Next? from Morgan Stanley
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets:
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