M. Robin Krasny
Managing Director, Private Wealth Advisor, Senior Portfolio Management Director
Phone:
(212) 893-6374(212) 893-6374
Morgan Stanley Private Wealth Management
Altera Wealth Management Group
Direct:
(212) 893-6382(212) 893-6382
Toll-Free:
(888) 243-5316(888) 243-5316
Our Mission Statement
Integrity, experience, intellectual capital and customized advice to help achieve your goals
Our Story
Altera Wealth Management Group is a boutique wealth management practice at Morgan Stanley providing holistic advice and institutional level service to help our clients achieve their investment, wealth transfer and philanthropic goals.
A twelve-member team with diverse backgrounds and a strong moral compass, we work with affluent individuals and multi-generational families, foundations and organizations who value close relationships with seasoned advisors.
Drawing on nearly 200 years of combined investment, tax and planning experience, our team delivers the full range of family office services within the confines of a highly respected global organization.
It is truly a privilege and a responsibility to advise our clients. We realize that relationships are built over time and that trust must be earned.
A twelve-member team with diverse backgrounds and a strong moral compass, we work with affluent individuals and multi-generational families, foundations and organizations who value close relationships with seasoned advisors.
Drawing on nearly 200 years of combined investment, tax and planning experience, our team delivers the full range of family office services within the confines of a highly respected global organization.
It is truly a privilege and a responsibility to advise our clients. We realize that relationships are built over time and that trust must be earned.
Capabilities
- Comprehensive Wealth Planning
- Family Governance & Wealth Education
- Investment Management
- Tax, Trust & Estate AdvisoryFootnote1
- Pre-Liquidity Planning
- Risk Management
- Consolidated Reporting
- Philanthropy Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
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, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Resources
Trust, Tax & Estate Planning Strategies
Comprehensive overview for creating a successful Trust, Tax & Estate Plan
Tax Efficient Investing
Integrate tax considerations into your investment strategy throughout the year
Alternatives Investments
Incorporate Alternative Investments into your overall allocation to diversify your exposure
Market Updates
Library of current market trends
Concentrated Position Toolkit
Click here to read more
Charitable Giving
Click here to read moreAwards & Credentials
Forbes Best-In-State Wealth Management Teams
Altera Wealth Management Team: 2023, 2024, 2025, 2026
Click here to viewForbes Best-In-State Wealth Advisors
Robin Krasny: 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026
Mark Lewis: 2020, 2021, 2022, 2023, 2024, 2025, 2026
Click here to viewMark Lewis: 2020, 2021, 2022, 2023, 2024, 2025, 2026
Forbes Top Women Wealth Advisors Best-In-State
Robin Krasny: 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026
Click here to viewBarron's Top 100 Women Financial Advisors
Robin Krasny: 2016, 2017, 2018, 2019, 2020, 2021
Click here to view
Morgan Stanley Community Leadership Award
Robin Krasny: 2023
Certified Public Accountant
Olesya Reyenger
Certified Private Wealth Advisor
Kerner Smith
Stephen Anzalone
Stephen Anzalone
Certified Financial Planner
Stephen Anzalone
Certified Investment Management Analyst
David Noveck
Chartered Financial Analyst
Olesya Reyenger
Family Wealth Director
Mark Lewis
Jill Schildkraut-Katz
Jill Schildkraut-Katz
Founders Specialist
Mark Lewis
Kerner Smith
Kerner Smith
Alternative Investments Director
Jill Schildkraut-Katz
Kerner Smith
Kerner Smith
Senior Portfolio Management Director
Robin Krasny
Portfolio Management Director
Mark Lewis
Global Sports Entertainment Director
Mark Lewis
Global Sports Entertainment Associate Director
Stephen Gadze
Executive Financial Services Director
Kerner Smith
Lending Specialist
Mark Lewis
Location
399 Park Ave
24th Fl
New York, NY 10022
US
Direct:
(212) 893-6382(212) 893-6382
Toll-Free:
(888) 243-5316(888) 243-5316
Meet Altera Wealth Management Group
Managing Director, Private Wealth Advisor, Family Wealth Director, Founders Specialist, Workplace Advisor - Equity Compensation, Lending Specialist, Global Sports and Entertainment Director
Phone:
(212) 893-6474(212) 893-6474
Managing Director, Family Wealth Director, Private Wealth Advisor, Alternative Investments Director, Workplace Advisor – Equity Compensation
Phone:
(212) 893-6494(212) 893-6494
Private Wealth Advisor, Founders Specialist, Executive Financial Services Director, Workplace Advisor - Equity Compensation, Alternative Investments Director
Phone:
(212) 271-0408(212) 271-0408
Financial Advisor, Financial Planning Specialist, Global Sports and Entertainment Associate Director, Workplace Advisor - Equity Compensation
Phone:
(212) 893-6406(212) 893-6406
Iris Gomez
First Vice President, Group Director
Phone:
(212) 893-6448(212) 893-6448
David Noveck, CIMA®
First Vice President, Director of Investments
Phone:
(212) 893-6350(212) 893-6350
Rachel Yadao
Vice President, Wealth Management Associate
Phone:
(212) 893-6563(212) 893-6563
Stephen M. Anzalone, CFP®, CPWA®
Wealth Management Associate
Phone:
(212) 893-6352(212) 893-6352
Adam S. Feldstein
Portfolio Management Associate
Phone:
(212) 893-6353(212) 893-6353
Emma Cohen
Registered Client Service Associate
Phone:
(212) 893-6583(212) 893-6583
About M. Robin Krasny
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.
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.
Securities Agent: NC, MD, MA, ID, CO, TN, KS, WY, PR, NE, VA, MT, DE, CA, OH, MN, ME, AZ, AL, VT, TX, PA, OR, UT, NJ, LA, IL, CT, WA, RI, NM, MO, GA, DC, NH, MI, HI, FL, NY, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1285148
NMLS#: 1285148
About Mark Howard Lewis
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.
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.
Securities Agent: MA, DE, CA, VA, TN, NM, PR, PA, OH, NV, RI, NY, MT, KS, WY, VT, TX, MO, MN, ME, IL, GA, FL, AZ, NC, ID, AL, NE, DC, UT, NH, LA, HI, NJ, MD, CT, CO, WA, OR, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1282483
NMLS#: 1282483
About Jill Schildkraut-Katz
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 multi-generational families, helping them achieve their investment, wealth transfer, and philanthropic goals. She advises private business owners and founders on pre-transaction planning, as well as corporate executives and financial professionals on strategies designed to complement their business interests and manage concentrated exposures.
With over 35 years of experience in private wealth management, banking, and investment banking, in both New York and London, Jill has seen markets, tax regimes, and family dynamics evolve. What has remained consistent is that the best outcomes stem from thoughtful advice, deep relationships, and a team that operates with integrity.
Jill was recognized as a MAKER Class of 2023 at Morgan Stanley, an initiative that celebrates culture carriers, groundbreakers, innovators and champions of women’s achievement. She is a past President of Women In Wealth: LIFT, Morgan Stanley's advocacy, business development, mentoring and philanthropic network for women. While at Merrill Lynch, Jill was appointed to the firm’s Diversity & Inclusion Council, was a founding member and Co-Head of the Global Markets and Investment Banking Women’s Leadership Council, and received the Leadership in Diversity award.
Beyond her work, Jill has served on the Stephen Wise Free Synagogue Board of Trustees, the UJA Women's Executive Circle, and the Executive Boards of the Horace Mann School and Trevor Day School Parents' Associations. She is a two-time participant in the Covenant House Sleep Out, raising funds and awareness for homeless and vulnerable youth.
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.
The Altera Wealth Management Group was named to the Forbes Best-In-State Wealth Management Teams list in 2023, 2024, 2025, and 2026.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
With over 35 years of experience in private wealth management, banking, and investment banking, in both New York and London, Jill has seen markets, tax regimes, and family dynamics evolve. What has remained consistent is that the best outcomes stem from thoughtful advice, deep relationships, and a team that operates with integrity.
Jill was recognized as a MAKER Class of 2023 at Morgan Stanley, an initiative that celebrates culture carriers, groundbreakers, innovators and champions of women’s achievement. She is a past President of Women In Wealth: LIFT, Morgan Stanley's advocacy, business development, mentoring and philanthropic network for women. While at Merrill Lynch, Jill was appointed to the firm’s Diversity & Inclusion Council, was a founding member and Co-Head of the Global Markets and Investment Banking Women’s Leadership Council, and received the Leadership in Diversity award.
Beyond her work, Jill has served on the Stephen Wise Free Synagogue Board of Trustees, the UJA Women's Executive Circle, and the Executive Boards of the Horace Mann School and Trevor Day School Parents' Associations. She is a two-time participant in the Covenant House Sleep Out, raising funds and awareness for homeless and vulnerable youth.
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.
The Altera Wealth Management Group was named to the Forbes Best-In-State Wealth Management Teams list in 2023, 2024, 2025, and 2026.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: RI, MD, TN, PA, NY, NV, WA, NJ, MO, MA, FL, CT, CO, VT, NM, VA, GA, DC, CA, UT, OH, NE, MT, HI, AL, TX, NC, KS, WY, PR, ME, LA, DE, NH, MN, MI, IL, ID, AZ, OR; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 821917
NMLS#: 821917
About Kerner Smith
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.
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.
Securities Agent: MN, IL, WA, TN, OH, GA, AZ, OR, NE, MO, LA, AL, ID, RI, NM, NJ, ME, KS, CO, NY, MA, HI, WY, NV, MI, DE, DC, VA, MT, MD, CT, CA, VT, FL, UT, PR, NH, TX, PA, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1698568
NMLS#: 1698568
About Stephen Gadze
Your success was built with intention. Stephen works with founders, business owners, corporate executives, VC & PE Principals, and multi-generational families who want a trusted partner to help protect, grow, and transition the wealth they've worked to create.
As a Financial Advisor with the Altera Wealth Management Group at Morgan Stanley, Stephen takes a meticulous, planning-first approach grounded in tax-efficient investing, advisory team formation, and private markets. Whether it's navigating a liquidity event, optimizing equity compensation, or structuring a long-term wealth transfer plan, he builds strategies that are as intentional as the businesses and careers his clients have built.
A dual citizen who grew up in a first-generation Croatian-American household, Stephen understands firsthand what it means to build from the ground up. That perspective informs every client relationship, helping families have real conversations about wealth, plan across generations, and make confident decisions about what matters most.
Stephen has spent over a decade at Morgan Stanley, beginning as an intern while attending Fairfield University and being cultivated into the advisor he is today under the mentorship of some of the firm's top practitioners. Today, he is a core member of one of the firm's premier private wealth management teams. A three-time member of Morgan Stanley's Pacesetter's Club, Stephen is recognized among an elite group of Financial Advisors who demonstrate the highest professional standards, first-class client service, and set the benchmark for growth among next-generation advisors.
Stephen graduated from Fairfield University's Dolan School of Business with a degree in Finance and concentrations in Economics and Information Systems. As a designated Global Sports and Entertainment Associate Director and former four-year NCAA Division I soccer player, he brings a unique perspective to working with athletes and entertainers. He continues to stay involved in sports through Fairfield's Monarch Program and Friends of Soccer, coaching and mentoring professional and student-athletes as they transition through and beyond sports. Outside of work, Stephen is an active member of his Croatian-American parish community at Sts. Cyril and Methodius and St. Raphael's Catholic Church. Recently married, he and his wife live on Long Island, NY.
As a Financial Advisor with the Altera Wealth Management Group at Morgan Stanley, Stephen takes a meticulous, planning-first approach grounded in tax-efficient investing, advisory team formation, and private markets. Whether it's navigating a liquidity event, optimizing equity compensation, or structuring a long-term wealth transfer plan, he builds strategies that are as intentional as the businesses and careers his clients have built.
A dual citizen who grew up in a first-generation Croatian-American household, Stephen understands firsthand what it means to build from the ground up. That perspective informs every client relationship, helping families have real conversations about wealth, plan across generations, and make confident decisions about what matters most.
Stephen has spent over a decade at Morgan Stanley, beginning as an intern while attending Fairfield University and being cultivated into the advisor he is today under the mentorship of some of the firm's top practitioners. Today, he is a core member of one of the firm's premier private wealth management teams. A three-time member of Morgan Stanley's Pacesetter's Club, Stephen is recognized among an elite group of Financial Advisors who demonstrate the highest professional standards, first-class client service, and set the benchmark for growth among next-generation advisors.
Stephen graduated from Fairfield University's Dolan School of Business with a degree in Finance and concentrations in Economics and Information Systems. As a designated Global Sports and Entertainment Associate Director and former four-year NCAA Division I soccer player, he brings a unique perspective to working with athletes and entertainers. He continues to stay involved in sports through Fairfield's Monarch Program and Friends of Soccer, coaching and mentoring professional and student-athletes as they transition through and beyond sports. Outside of work, Stephen is an active member of his Croatian-American parish community at Sts. Cyril and Methodius and St. Raphael's Catholic Church. Recently married, he and his wife live on Long Island, NY.
Securities Agent: IL, NM, OR, NJ, ME, MA, HI, DE, CO, AZ, WA, NC, ID, GA, WY, RI, NE, MN, AL, KS, PA, OH, NH, LA, FL, UT, CT, MT, MD, DC, PR, MO, MI, CA, VT, VA, NY, TX, TN, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2420989
NMLS#: 2420989
About Iris Gomez
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.
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.
About David Noveck
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.
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.
About Rachel Yadao
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.
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.
About Stephen M. Anzalone
Stephen Anzalone is a seasoned Wealth Management Associate with the Altera Wealth Management Group, where he supports clients and advisory teams with comprehensive, planning-led wealth management. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® professional, leveraging both broad-based financial planning expertise and advanced private-wealth knowledge to help individuals and families navigate complex financial decisions.
A proud graduate of Hofstra University, Stephen brings an analytical, client-first approach to each relationship. Prior to joining Altera, he served as a Wealth Advisor Associate at Morgan Stanley, where he supported the delivery of financial planning services for more than 250 advisors across the New York Metro area.
Stephen holds FINRA Series 7 and Series 66 registrations, as well as a New York State insurance license. His experience spans financial planning, estate planning, investment management, insurance planning, and lending solutions—helping clients align strategy, risk management, and implementation through a coordinated approach.
Beyond his professional work, 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.
A proud graduate of Hofstra University, Stephen brings an analytical, client-first approach to each relationship. Prior to joining Altera, he served as a Wealth Advisor Associate at Morgan Stanley, where he supported the delivery of financial planning services for more than 250 advisors across the New York Metro area.
Stephen holds FINRA Series 7 and Series 66 registrations, as well as a New York State insurance license. His experience spans financial planning, estate planning, investment management, insurance planning, and lending solutions—helping clients align strategy, risk management, and implementation through a coordinated approach.
Beyond his professional work, 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.
About Adam S. Feldstein
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.
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.
About Emma Cohen
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.
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.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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