Two former Morgan Stanley directors.
One independent firm.
All Source Investment Management is a virtual family office in Hartford, Connecticut, founded in 2021 by two former Morgan Stanley Alternative Investment Directors. The firm manages family investments with institutional discipline and coordinates tax, estate, risk, lending, and philanthropic work alongside each family’s own advisors, acting in a fiduciary capacity.
To help successful individuals and families make informed financial decisions through objective advice, disciplined planning, and institutional-grade investment management.
“All Source” is inspired by all-source intelligence — the national-security practice of synthesizing every available source to form one complete picture before acting. It describes both halves of what we do: portfolios built from the full range of asset classes, and a financial life coordinated as one picture rather than five partial ones.
All Source operates as a dba of Integrated Advisors Network, LLC, the registered investment adviser of record and our compliance authority — the oversight and infrastructure of an established platform, with the independence to evaluate strategies on their merits. Client advisory assets are held in custody at independent qualified custodians, including Fidelity Investments and Charles Schwab.
Institutional experience. Independent structure. Your team.
All Source is led by a seven-person team. In a virtual family office, the team is the product: the same people who evaluate your situation manage the relationship, and there is no hand-off to a service pod.
Patrick Kennedy
Former Financial Advisor, Portfolio Manager, and Alternative Investment Director at Morgan Stanley Wealth Management. Patrick previously held multiple director-level roles at Fortune 500 companies, with a focus on account management, strategic partnerships, and M&A initiatives. Featured on CNBC, Bloomberg, Reuters, U.S. News, and CBS. MS, Boston University (Banking & Financial Services Management); BS, Colorado Technical University (Project Management).
Justin Bernier, CIMA®
Former Financial Advisor, Portfolio Manager, and Alternative Investment Director at Morgan Stanley Wealth Management. Certified Investment Management Analyst®. MBA, Yale University (Asset Management); MA, Georgetown University (International Relations); MPM, University of Maryland (International Security and Economic Policy); BA, Fordham University. Life Member, Veterans of Foreign Wars; member, Military Officers Association of America, the Investments and Wealth Institute, and the National Eagle Scout Association; Director, Farmington Foundation.
Peter Kennedy
More than a decade managing institutional portfolios and risk across the insurance, public pension, and wealth management sectors: Portfolio Manager at Talcott Financial Group, where the general account exceeded $100 billion; Portfolio Manager and AVP at Opus Investment Management; fixed income at the Connecticut Retirement Plans and Trust Funds; Investment Consultant at MassMutual Trust Company. BS in Finance, University of Connecticut.
Adam J. Perlaky
More than 20 years in portfolio management, trading, and risk management across portfolios totaling billions in assets. Adam has managed global multi-asset portfolios spanning equities, fixed income, credit, commodities, alternatives, and derivatives, and has advised institutional investors on portfolio construction and disciplined investment frameworks. MBA, Yale University (Asset Management); BA, Pomona College (Economics and Psychology).
Marc Crone
Marc serves as a Private Wealth Advisor at All Source, working directly with client families through the firm’s consultative process. More than thirty years of leadership experience across industries, including healthcare and property and casualty insurance. He is currently a Vice President, Crestmont Orchards; Chairman, Norfolk Recreation Committee; Treasurer, Habitat for Humanity of Northwest Connecticut. Licensed life insurance producer (License #21711860). MBA, University of Utah.
Paul Kennedy
Paul is a licensed life, accident and health insurance producer (NPN 22293488). He works with physicians, executives, business owners, and families on life, long-term care, and disability insurance, from income protection for high earners to buy-sell, key-person, and trust-owned life insurance. He is also a Loan Officer at Precision Mortgage LLC, licensed as a mortgage loan originator (NMLS 2331846). BS, University of Connecticut (Real Estate and Urban Economics).
Katie Zame
Katie leads firm operations and client-service delivery: client onboarding, account servicing, and the day-to-day infrastructure that keeps the five-meeting cycle running from the exploratory call through regular progress reviews. She is the execution owner for the client experience.
A complementary capability for the clients you advise.
CPAs, estate attorneys, consultants, insurance and M&A specialists, and other advisors introduce us when a client’s wealth becomes too complex to manage in pieces — institutional-grade investment management and access to alternatives, outside the scope of their own practice. The introductions that fit best: families with a net worth of $5 million or more, a business sale or concentrated position, or wealth moving across generations.
Your work stays yours
We do not prepare returns, draft documents, or practice law. Your client remains your client — we manage the investments and the plan, and route the legal and tax work back to you.
One picture, shared
With the client’s written consent, you work from the same balance sheet, plan, and projections we do — draft returns reviewed together, documents that match the plan, no surprises at signing.
A more organized client
Assets consolidated and titled correctly, objectives in writing, decisions documented — the client who arrives at your desk is easier to advise and faster to serve.
If we share a client — or should — skip the form. Call or write and ask for a partner; professional inquiries are answered within one business day.
Hartford-based, serving families nationally.
All Source is based at CityPlace I in downtown Hartford, in the heart of the Hartford–Springfield corridor, and serves families across the country, in person and by video. Our clients are typically accredited investors and qualified purchasers: families who built wealth through a business, a career, or an inheritance, and whose situation has outgrown a one-size-fits-all approach.
Work with partners, not a pod.
The person who evaluates your situation is the person who would work with you.
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