The Rast McFadden Wealth Management Group at Morgan Stanley announces new name and team members
March 9, 2021
The Rast Group at Morgan Stanley, announced today its new name change from The Rast Group to The Rast McFadden Wealth Management Group and added new team members. The changes are in recognition of the accomplishments that the team has made within the past decade, which includes adding Emily R. Tarney and Josh D. Lorenzetti as a Financial Advisor and Registered Associate, respectively. The Rast McFadden Wealth Management Group is based in the firm’s Wealth Management office in Columbia, SC reporting to J.R. Williams.
Formerly with Wells Fargo for two years, Ms. Tarney brings over a decade of financial services experience to the team. She holds bachelor’s degrees in Economics and Theatre from The College of Holy Cross in Worcester, MA. She also received an M.B.A from Duke University’s Fuqua School of Business. While at Duke, she completed residencies in Shanghai, Santiago, New Delhi and Istanbul. Ms. Tarney currently lives in Cayce with her husband Matt and son Teddy.
Josh D. Lorenzetti
Mr. Lorenzetti will manage operations and service requests for the team. He holds degrees in Supply Chain Management and Finance from the College of Charleston and the University of South Carolina, respectively. At the College of Charleston, Mr. Lorenzetti played Division 1 golf on scholarship where he won one individual and three team conference titles. He also competed in the 2015 US Amateur at Olympia Fields. Mr. Lorenzetti currently lives in Columbia.
Back row, left to right: Josh D. Lorenzetti, Registered Associate; Ben A. Rast, Wealth Advisor; Matthew T.S. McFadden, Financial Advisor. Front row, left to right: Kathryn K. Robinson, Senior Wealth Management Associate; Emily R. Tarney, Financial Advisor
About The Rast McFadden Wealth Management Group at Morgan Stanley
Founded as The Rast Group by Ben A. Rast, CFP®, CPWA®, Senior Vice President and Wealth Advisor, in 1986, the team helps families navigate the opportunities and challenges of significant wealth with confidence and control. As of December 31, 2021, they manage over $400 million in assets, focusing on multigenerational wealth management for families in the Columbia area and beyond. Their services include wealth management, financial planning, business succession planning, and executive financial services. For more information, please visit advisor.morganstanley.com/rast-mcfadden.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning.
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