Altera Wealth Management Group

A founding partner of the Altera Wealth Management Group. Robin Krasny works with multi-generational families, private equity and hedge fund partners, and corporate executives.

Robin has been recognized by Barron’s magazine as a “Top 100 Female Financial Advisor” from 2017-2021. Forbes honored her as a Top Woman Advisor in 2019, 2020, 2021, 2022, 2023, and 2024 and as a Best in State of New York Wealth Advisor in 2020, 2021, 2022, 2023, and 2024. Additionally, Robin received the 2023 Morgan Stanely Commuity Leadership Award. Robin has also been a member of Morgan Stanley’s Chairman’s or President’s Council since 2016 and in 2023 and 2024, the Altera Wealth Management Group was named to the list of Forbes Best-In-State Wealth Management Teams.

Drawing on over 40 years of diverse financial markets experience, Robin is responsible for creating customized investment portfolios for the Altera Wealth Management Group’s clients. She has earned the designation of Senior Portfolio Manager and is responsible for managing two of the team’s stock portfolios.

Robin spent the first half of her career working in the institutional markets, based in New York and London. She began with Morgan Stanley in fixed-income sales and later moved to Oppenheimer and Co. to focus on emerging markets equities. In 2000, Robin made a millennial career change and began working with private clients. Along with Mark Lewis, she founded the Altera Wealth Management Group (formerly KL Wealth Management Group) at UBS in 2004. Robin and Mark moved the team to Smith Barney (now Morgan Stanley) in 2011.

Robin serves as a board member for Prep for Prep and has hired and mentored interns every summer since 2004. Robin is an avid collector of fine arts photography and has been an annual attendee of the New Orleans Jazz and Heritiage Festival for over 30 years. Robin graduated from Princeton University with a B.A. and from Harvard Business School with an MBA. She maintains homes in New York City and Dunewood, Fire Island.

A founding partner of the Altera Wealth Management Group, Mark Lewis works with clients that include multi-generational families, private equity and hedge fund partners, corporate executives, founders, entertainment professionals, and not-for-profit organizations.
 
Over the course of his 20-year wealth management career, Mark has received widespread recognition within the firm and the financial services industry. He was recognized as a Forbes Magazine Best in State Wealth Advisor of New York in 2020, 2021, and 2022. Mark has been a member of Morgan Stanley’s President’s Council since 2016, most recently in 2023 and is part of a select group of Morgan Stanley Advisors who has earned the firm’s designation of FAMILY WEALTH DIRECTOR. He is regularly asked to participate in pilot programs for Morgan Stanley’s banking, risk and technical initiatives.
 
As Chief Operating Officer for the team, Mark is responsible for all operational aspects of the Altera Wealth Management Group. Under Mark’s leadership, the Altera Wealth Management Group has built a proprietary platform that can be customized to help meet the needs of each client’s unique situation.
 
Mark began his career as a financial analyst and portfolio accountant for CMS Financial Services (eventually became Convergent Wealth Advisors that was bought by City National Bank) in Washington, D.C. He joined CIBC Oppenheimer in 2000 before moving to Paine Webber (later UBS) in 2001. Along with Robin Krasny, Mark founded the Altera Wealth Management Group (formerly KL Wealth Management Group) in 2004.
 
Mark has served on the Manhattan Leadership Council of The American Cancer Society since 2006 and is a member of Prep for Prep’s Associates Council. He has hired and mentored Prep for Prep interns every summer since 2004.
 
Mark graduated from The American University in Washington, D.C. with a B.S. in Business Administration and a concentration in Finance. A semi-retired basketball player and a little league coach, Mark lives in New York City with his wife Sara, son Dylan and daughter Sloane.

2020, 2021, 2022, 2023, 2024 Forbes Best-In-State Wealth Advisors
2023, 2024 Forbes Best-In-State Wealth Management Teams

Source: Forbes.com (Awarded 2020, 2021, 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Source: Forbes.com (Awarded Jan 2023 and 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22 and 3/31/22-3/31/23.

Jill Schildkraut-Katz is a Managing Director, Private Wealth Advisor, and Partner in the Altera Wealth Management Group at Morgan Stanley. She provides comprehensive wealth management services to individuals and multi-generational families, helping them to achieve their investment, wealth transfer and philanthropic goals. She works with private business owners on pre-transaction planning, and with corporate executives and financial professionals on strategies to complement their core business exposure. Jill strategically advises clients on how to best structure their personal balance sheets utilizing investments, lending solutions and estate planning strategies.

Jill has over 35 years of experience working in private wealth management, banking and investment banking in New York and London.

Jill was recognized as a MAKER Class of 2023 at Morgan Stanley—an initiative dedicated to celebrating women and men who are culture carriers, groundbreakers, innovators, and champions of women’s achievement. Jill is a past President of Women In Wealth: LIFT, an advocacy, business development, mentoring and philanthropic network of Morgan Stanley women. While at Merrill Lynch, Jill was appointed to the firm’s Diversity & Inclusion Counsel, was a founding member and Co-Head of the Global Markets and Investment Banking Women’s Leadership Counsel and was a recipient of the Leadership in Diversity award.

Jill has been a member of the Stephen Wise Free Synagogue Board of Trustees, the UJA Women’s Executive Circle, the Feminist Institute Advisory Board and both the Horace Mann School and Trevor Day School Parents’ Association Executive Boards. She is a two-time participant in the Covenant House Sleep Out to raise money and awareness for the homeless and vulnerable youths.

Jill graduated from The University of Michigan Ross School of Business with a BBA in Finance and The Wharton School at the University of Pennsylvania with an MBA in Finance. She lives in New York City with her husband Steve, son Ethan, daughter Sydney and puppy Chloe.

Kerner leverages over two decades of financial experience to advise business founders, hedge fund managers, private equity & venture capital principals and sports & entertainment professionals. Through creative ideas, an entrepreneurial spirit and a deep passion for empowering success, Kerner brings uncommon perspective to corporate and private clients alike.

Kerner began his career in Institutional Sales at KeyBanc in 2000, advising many of the Firm’s largest clients on investment ideas. He was named the youngest Director in KeyBanc’s history, Salesperson of the Year in 2010 and was promoted to Managing Director.

After a ten-year career in finance, Kerner co-founded financial technology platform DISCERN in 2010. At DISCERN he served as Chief Revenue Officer, managing sales and marketing, establishing strategic partnerships and collaborating with clients at the executive, CIO and portfolio manager levels. Under his leadership, seven of the ten largest investment managers became subscribers, and the Company completed a $7mm Series A funding in 2015.

Kerner graduated from Cornell University with a B.S. in Applied Economics, Management and Marketing. As a competitive swimmer, Kerner was an NCAA Division I EISL finalist at Cornell and High School All-American at Phillips Exeter Academy. Outside of his day job, you can probably find him at his local gym trying to reverse the aging process or training Brazilian Jiu-Jitsu with his teammates at Renzo Gracie NYC.

Stephen Gadze is a Financial Advisor for the Altera Wealth Management Group at Morgan Stanley. He primarily provides comprehensive wealth solutions to multi-generational families - private equity, venture capital and hedge fund partners - corporate executives - and professionals in the sports and entertainment industry. As a Financial Planning Specialist, he takes pride in helping his clients navigate their unique situations by implementing a holistic wealth plan that involves identifying goals, managing risk and conducting systematic reviews for ongoing monitoring. His understanding of tax efficient investing, portfolio construction and alternative investments factor into to his clients long-term success in their bespoke plan.

Stephen’s career began at Morgan Stanley in 2015 while he attended Fairfield University and received one of their coveted internship positions. Following his internship, he gained institutional sales experience at Russell Investments as a Summer Analyst. He eventually transitioned back to the retail side of finance to pursue his passion for working with private and corporate clients on a more personal level. Up until early 2022 Stephen worked as an Associate for various Morgan Stanley advisors where he’s demonstrated his knowledge and industry experience, and leveraged Morgan Stanley’s invaluable resources to support high net worth and ultra-high net worth clientele.

A dual citizen, having grown up in a first-generation Croatian American household, Stephen truly understands the importance of establishing a solid foundation to help allow for current generations to thrive and to preserve wealth for future generations to come. Intertwining his family values and professional life, Stephen helps families communicate about money and matter that are important to them in order to help them meet their needs and goals. Naturally a leader and team player, he truly believes in success by collaboration. Ultimately, in his role as a Financial Advisor, he receives great satisfaction by means of surrounding himself with influential individuals in order to create opportunities for his clients.

Stephen attended the Dolan School of Business at Fairfield University where he obtained a Bachelor’s degree in Finance with concentrations in Economics and Information Systems. A former 4 year NCAA Division I Men’s Soccer player, he still enjoys playing soccer at a “competitive” amateur level. Through the Fairfield Athletics Monarch Program and Fairfield University Friends of Soccer, Stephen coaches and mentors NCAA Division I student-athletes by helping them prepare for life after sports and school. Given his Croatian heritage, Stephen has also spent time with the NY chapter of Association of Croatian American Professionals Foundation, and is an active member in his Croatian-American Parish Community of Sts. Cyril & Methodius & St. Raphael's Catholic Church.

Iris has worked in the financial services industry for over 30 years. She joined Morgan Stanley Wealth Management in May of 2013 as a Client Service Professional where she focused on the Ultra High Net worth market. After completing the firm’s Leadership Readiness program, Iris became the Business Service Manager for our 399 Park Avenue Complex, the firm’s Flagship Complex. As the Business Service Manager, Iris worked closely with Complex Management to supervise, manage and support all service functions, partnering with leading teams and advisors in both domestic and international markets.

Iris earned her degree in Business Management from Borough of Manhattan Community College. She speaks English and Spanish and holds the following FINRA licenses: Series 7, 63, 24, 9, 10, 66, and 3. She resides in New Jersey with her husband and three children.

Iris Gomez, our team Group Director, has forged a direct relationship with a rural school district in the Dominican Republic. She organizes an annual drive to personally deliver needed books, school supplies, arts and educational games. In addition, she has hosted a celebration at the school to celebrate with the students and the members of the community.

David Noveck serves as Altera’s Director of Investments and leads the Investment Management arm of the practice. David is tasked with running the advisory asset program for the team. He is responsible for setting risk profile-based asset allocation targets, sourcing trade ideas, conducting due diligence on asset managers, risk-modeling, and investment strategy construction.

David completed his MBA at NYU Stern School of Business in Spring 2020 with dual specializations in Quantitative and Corporate Finance. He completed his undergraduate studies at the University of Maryland’s Robert H. Smith School of Business in 2013. Prior to joining Morgan Stanley in 2016, David worked at Wells Fargo Advisors for two years.

Drawing on over 20 years of experience in the financial services industry, Rachel Yadao provides operational and service support to the team's Advisors and clients. Her responsiblities include opening new accounts and handling account transfers, foreign currency transactions, managed account operations and credit line accounts.

Rachel joined the team at UBS Financial Services in 2008 and moved with them to Morgan Stanley in 2011. Prior to working at UBS, she spent four years working at Oppenheimer as a Registered Sales Assistant.

Rachel graduated from Bernard M. Baruch College with a BBA in Finance, and holds the Series 3,7, and 66 licenses. She lives in North Baldwin, NY and has two children, Matthew and Amia.

Olesya provides client and portfolio support to Altera Wealth Management Group’s Advisors. She performs investment research and portfolio holdings review, analyzes market conditions and trends, as well as aggregates key metrics in relation to client investment objectives.

Before joining Altera in 2022, Olesya was a Manager with Morgan Stanley Finance division since 2017 focusing on accounting, reporting, and analysis of Private Equity. She examined key metrics of fund performance based on factors such as sector, geographic location, and leverage level. Additionally, Olesya maintained a financial model for PnL allocation and conducted sensitivity analysis of leveraged funds to assess the impact of adverse market conditions. Further, she analyzed Collaterized Loan Obligations PnL in response to changes in credit markets and interest rate movements.

Olesya holds a CFA charter, a CPA license, (Olesya does not offer accounting or tax advise in her current role with Morgan Stanley) and completed her MBA at Rutgers Business School and her Bachelor’s at Baruch College.

In her free time, Olesya enjoys movies and radio shows from the 30s and 40s and is an old soul.

Stephen Anzalone is a seasoned Wealth Management Associate at Altera Wealth Management Group, leveraging his comprehensive education and credentials to deliver exceptional financial services. A proud graduate of Hofstra University, Stephen holds the esteemed Certified Financial Planner™ certification, showcasing his commitment to excellence in the field. Prior to joining the Altera Wealth Management Group, Stephen was a Wealth Advisor Associate at Morgan Stanley, providing financial planning services to 250+ advisors located in the New York Metro area.

Stephen Currently holds the Series 7, Series 66, and a New York State Insurance License, bringing a wealth of knowledge to his role. His expertise spans financial planning, estate planning, investment management, insurance planning, and lending solutions, offering clients a holistic approach to wealth management.

Beyond his professional endeavors, Stephen is deeply committed to philanthropy. He actively participates in the annual Polar Plunge, demonstrating his dedication to supporting charitable causes. Additionally, his involvement with the Make-A-Wish Foundation reflects his passion for making a positive impact in the community.

Stephen Anzalone's multifaceted background, education, and commitment to both professional excellence and philanthropy exemplify his role as a trusted Wealth Management Associate, dedicated to guiding clients toward financial success and making a difference in the lives of others.

Adam Feldstein serves as a Registered Client Service Associate at Altera Wealth Management Group within Morgan Stanley. He plays a pivotal role in offering analytical support to the team's advisors. His primary responsibilities include preparing comprehensive portfolio reviews for clients, scrutinizing market trends and conditions, and ensuring client allocations are well-maintained.

Before joining Morgan Stanley in 2022, Adam learned his analytical approach during an internship in Israel at a growing startup. There, he contributed as a market research and data analyst intern. Additionally, his tenure in the commercial lending domain further sharpened his skills in financial analysis and client relations.

A proud alumnus of The Ohio State University Fisher College of Business, Adam secured his undergraduate degree in Finance in 2021. He possesses Series 7 & 66 licenses and is in the process of earning a CFA Charter.

Outside of his professional endeavors, Adam cherishes time with loved ones, has a passion for golf, and is always on the lookout for new culinary adventures. Originally from Plainview, NY—a short drive from the heart of New York City—Adam now calls Kips Bay, Manhattan, home.

Emma Cohen is a Registered Client Service Associate for The Altera Wealth Management Group at Morgan Stanley. She began her career as an intern with Morgan Stanley, which transitioned into a permanent role at the firm. Emma joined the Altera Wealth Management Group in 2022 and has proved to be an excellent resource for clients and the other members of the team. She is highly organized and is able to anticipate a client’s needs. Emma works closely with the other members of the Altera team and has become an invaluable member of the group.

Emma was born and raised in a multi-generational house in Scarsdale, New York. She graduated from the University of Maryland with a Bachelor of Science and since graduating she has moved back to New York.

Emma loves to spend time with her family and feels very lucky to have such a close-knit family. In her free time she enjoys to travel, try new food, and to knit with her grandmother. Emma is an avid reader and always looking for book recommendations. She also enjoys puzzles and is yet to find one she can't complete. Emma has a passion for helping her community and volunteers at a local shelter where she helps foster dogs in need.