Katerina Simonetti Bakh
Private Wealth Advisor, Morgan Stanley
Katerina Simonetti Bakh is Private Wealth Advisor at Morgan Stanley. She is a nationally recognized, Forbes’s ranked professional with over two decades of experience in financial services.
Katerina is a managing partner of the Green Wave Group, which has been recognized by Forbes as one of the Best-in-State Wealth Management Teams in Pennsylvania.
A military wife and proud mom of three young boys, Katerina was the Founder and Chair of the UBS Military Families Support initiative. She continues this work at Morgan Stanley where she leads the Veterans Employee Network Military Family Program. Katerina is a Board Member of the Forum of Executive Women and a member of the Blue Star Families (BSF) Advisory Board.
Katerina is frequently sought out by the national press for her opinions on the markets, portfolio management, and investment strategy. She appears regularly as a guest on CNBC, Bloomberg Television and Fox Business Network and Bloomberg Radio. She has been quoted in WSJ, Barron’s, Forbes and other national media outlets.