Welcome

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

I have an extensive experience in providing comprehensive wealth management strategies to families, businesses and charitable institutions, and take pride in our proven, four-step process:

Step 1 – Understanding the Client’s Financial Objectives
Step 2 – Developing a Tailored Asset Allocation Strategy
Step 3 – Selecting the Investment Vehicles
Step 4 – Ongoing Portfolio Review.

By working with me, my clients have access to Morgan Stanley’s vast, world-class resources and platform. I look forward to working with you in identifying your financial objectives and in tailoring comprehensive wealth management strategies consistent with those objectives.
Services Include
  • Retirement Planning1
  • Estate Planning Strategies2
  • 529 Plans3
  • Lending Products
  • 401(k) Rollovers
  • Life Insurance4
  • Long Term Care Insurance5
  • Business Succession Planning6
  • Divorce Financial Analysis7
  • Endowments and Foundations8
  • Alternative Investments9
  • Philanthropic Services
Securities Agent: AZ, CA, CT, DC, FL, GA, IA, IL, KS, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT; General Securities Representative; Managed Futures
NMLS#: 1255400
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
Altin Tirana, Senior Vice President, Financial Advisor, has been practicing wealth management with Morgan Stanley since 2004. He has completed the firm’s rigorous Professional Development Program, qualifying for the Pacesetter’s Club (2005, 2006, and 2007) where he was cited for excellence in client service. In addition, Altin was named to the firm’s Century Club (2010, 2016 and 2017).

As a Financial Planning Specialist, Altin focuses on investment management consulting services with a focus in asset allocation, due diligence, and the selection of asset managers. Further, as part of his ongoing commitment to better serving client needs, Altin has also earned Morgan Stanley’s Family Wealth Advisor (FWA) designation. In attaining the FWA designation, Altin has completed an accreditation program focused on the skills needed to deliver comprehensive, family-centric wealth management services and solutions.

Altin holds a Bachelor of Arts Degree from Green Mountain College (Summa Cum Laude) with a double major in Economics and Political Science. He is also a graduate of The Fund for American Studies’ Institute on Political Journalism at Georgetown University.

Altin resides in New Canaan, CT, with his wife and two sons. He enjoys skiing, swimming, and soccer, and is actively involved with philanthropic organizations, especially those concerning human rights and education.
As a Financial Planning Specialist, Altin focuses on investment management consulting services with a focus in asset allocation, due diligence, and the selection of asset managers. Further, as part of his ongoing commitment to better serving client needs, Altin has also earned Morgan Stanley’s Family Wealth Advisor (FWA) designation. In attaining the FWA designation, Altin has completed an accreditation program focused on the skills needed to deliver comprehensive, family-centric wealth management services and solutions.

Altin holds a Bachelor of Arts Degree from Green Mountain College (Summa Cum Laude) with a double major in Economics and Political Science. He is also a graduate of The Fund for American Studies’ Institute on Political Journalism at Georgetown University.

Altin resides in New Canaan, CT, with his wife and two sons. He enjoys skiing, swimming, and soccer, and is actively involved with philanthropic organizations, especially those concerning human rights and education.

    Experience & Education

    EXPERIENCE:

    2004 - Present: Morgan Stanley*
    Senior Vice President
    Financial Advisor
    Family Wealth Advisor
    Financial Planning Specialist
    New York, NY


    EDUCATION:

    BA (Summa Cum Laude) Economics and Political Science (Double Major), 2001, Green Mountain College, Poultney

    The Fund for American Studies, 1999, Georgetown University, Washington, D.C.

    Series 7 - General Securities

    Series 66 - Uniform Combined State Law

    Series 31 - Managed Futures

    Life and Health Insurance License

      Awards & In the Press

      AWARDS
      Century Club Council 2010, 2016, 2017 - Morgan Stanley*
      Blue Chip Council 2005, 2006, 2007 - Morgan Stanley*
      10 Year Service Award - Morgan Stanley*

      IN THE PRESS

      Client Service Team

      • Sahil Jolly - Portfolio Associate, Financial Planning Associate
        Sahil Jolly, Portfolio Associate, Financial Planning Associate,  brings a strong knowledge of overall financial administration to our group. His responsibilities include the use of Financial Planning Desktop Applications, Equity and Fixed Income Syndicate Trading, Managed Account Maintenance, and general planning concepts and strategies.

        Sahil strives to provide a first-class service to our clients and he contributes to the overall implementation of the group’s comprehensive wealth management strategy.

        Sahil holds an MBA from Baruch College, and graduated from Rensselaer Polytechnic Institute with a Bachelor of Science in Information Technology and Finance.

        He lives in New York, NY, with his wife, son and daughter, and enjoys soccer, golf and spending time with his family.

      Location

      1290 Ave Of Americas, 12th
      Fl
      New York, NY 10104
      US
      Direct:
      (212) 878-3967(212) 878-3967
      Toll Free:
      (800) 627-0608(800) 627-0608
      Fax:
      (212) 692-2990(212) 692-2990

      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Your Financial World. On the Go.

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      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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      Reserved | Living & Giving

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      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Sign Up for eDelivery

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      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Altin Tirana today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

      3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018