Devin Condron

Top Wealth · rank 93 · Boston, Massachusetts · listed firm: Morgan Stanley Private Wealth Management

Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg

Identity & firm

• Firm — Morgan Stanley Private Wealth Management (high)
  • “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY 28 State Street 26Th Floor Boston, MA 02110 CRD# 149777 Registered with this firm since: 02/24/2012” — sec_finra_regulatory
  • “Welcome to The Condron Team at Morgan Stanley.” — firm_official
• Parent company — Morgan Stanley (high)
  • “Firm Name: MORGAN STANLEY Main Office Address: 2000 WESTCHESTER AVENUE PURCHASE, NY 10577-2530 Firm CRD#: 149777” — sec_finra_regulatory
• Firm type — wirehouse (high)
  • “Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs,” — firm_official
  • “B MORGAN STANLEY 28 State Street 26Th Floor Boston, MA 02110 CRD# 149777 Registered with this firm since: 02/24/2012” — sec_finra_regulatory
• Team name — The Condron Team (high)
  • “Welcome to The Condron Team at Morgan Stanley.” — firm_official
• Team size — 5 (medium)
  • “#### About Devin Condron” — firm_official
  • “### Matthew Thornhill

Senior Vice President, Portfolio Management Associate Director” — firm_official

• CRD — 2781188 (high)
  • “DEVIN C. CONDRON

CRD# 2781188” — sec_finra_regulatory

• Years experience — 30 (high)
  • “Series 7

10/11/1996” — sec_finra_regulatory

• “Drawing on over 25 years of experience in financial planning and asset management, Devin Condron helps ultra-affluent families and individuals address their most complex financial challenges.” — firm_official
• Designations — — (medium)
  • “Devin received a Bachelor of Administration from the Carroll School of Management at Boston College. He serves on the board of trustees for the Fessenden School in Newton, Mass. Devin and his family live in Wellesley, Ma” — firm_official

Book of business

• Team AUM ($M) — 9000 (high)
  • “Team Assets (Custodied): $9B” — forbes_shook
  • “They currently help approximately 85 families manage over $5 billion (as of December 31st, 2022).” — firm_official
• Account minimum ($M) — 10 (high)
  • “Minimum Account Size: $10M” — forbes_shook
  • “All of our clients have investable assets of at least $10 million.” — firm_official
• Typical client net worth ($M) — 162.5 (high)
  • “Typical Net Worth of Relationships: $75-250M” — forbes_shook
• Client niche — multigenerational ultra-high-net-worth families, corporate executives and entrepreneurs, served as a de facto family office (high)
  • “We serve a select group of highly accomplished corporate leaders and entrepreneurs, as well as their families and foundations.” — firm_official
  • “Acting as a de facto family office, we provide access to the full range of experience and resources required to address multifaceted financial and interpersonal challenges.” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Securities Agent: HI, PA, MN, MA, LA, WY, OH, GA, DC, WV, VT, CA, NY, IL, CT, WI, WA, NJ, KY, DE, TX, SD, RI, OK, MT, MD, SC, OR, NH, NC, CO, VA, MI, ME, IA, FL, AZ, TN; General Securities Representative; Investment Advi” — firm_official
  • “This individual is currently registered with 4 SROs and is licensed in 38 U.S. states and territories through his or her employer.” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.morganstanley.com/the-condron-team (high)
  • “Title: The Condron Team | Boston, MA | Morgan Stanley Private Wealth Management

URL Source: https://advisor.morganstanley.com/the-condron-team” — firm_official

• Value proposition (verbatim) — We strive to simplify financial matters for our clients, so they are free to focus on the people, projects and causes that add meaning to their lives. (high)
  • “We strive to simplify financial matters for our clients, so they are free to focus on the people, projects and causes that add meaning to their lives. Dedicated team top-ranked by Forbes & Barron's with recognition as Am” — firm_official
• Differentiators — Acts as a de facto family office for multifaceted financial and interpersonal challenges, Multigenerational approach: prepares younger generations to continue family legacies, Long-term, conservative, broadly diversified approach to preserve assets, Open-architecture platform with proprietary and third-party managers via Morgan Stanley global resources, Highly selective book — roughly 48 families, all with at least $10M investable assets (high)
  • “Acting as a de facto family office, we provide access to the full range of experience and resources required to address multifaceted financial and interpersonal challenges.” — firm_official
  • “This multigenerational approach is a core part of our offering in order to prepare the younger generations to continue their families legacies.” — firm_official
• Content marketing — none (medium)
  • “Welcome About PWM Approach Our Clients Family Office Morgan Stanley at Work Location” — firm_official
• Has podcast — no (medium)
  • “Welcome About PWM Approach Our Clients Family Office Morgan Stanley at Work Location” — firm_official
• Books published — 0 (medium)
  • “Devin received a Bachelor of Administration from the Carroll School of Management at Boston College. He serves on the board of trustees for the Fessenden School in Newton, Mass. Devin and his family live in Wellesley, Ma” — firm_official
• Linkedin url — gap: not_found_after_search
• Social presence — none (medium)
  • “Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck Link Opens in New Tab.*” — firm_official
• Press awards — Barron's Top 1200 Financial Advisors (2010-2023), Barron's Top 100 Advisors in Massachusetts (2016-2022), Top 40 Advisors Under 40, Wall Street On Demand (2008, 2009, 2011, 2012, 2013), Financial Times national Private Wealth Advisor recognition, Barron's America's Top 50 Private Wealth Team (high)
  • “Barron's Top 1200 Financial Advisors 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023” — firm_official
  • “Barron's Top 100 Advisors in Massachusetts in 2016, 2017, 2018, 2019, 2020, 2021, and 2022” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “” — firm_official
• Logo url — https://advisor.morganstanley.com/permanent-b0b701/assets/images/logo.85739d37.svg (high)
  • “” — firm_official
• Visual brand notes — Standard Morgan Stanley PWM template: navy and white with black corporate wordmark, clean serif headings over sans body, wide photographic hero band, formal studio headshots and a group team portrait. No team-specific visual identity. (high)
  • “” — firm_official
  • “” — firm_official

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