Christina Schatz
My Mission Statement
My Story and Services
Christina began her financial services career at Merrill Lynch in 1990 before joining a Morgan Stanley predecessor firm three years later. She built her practice advising not only athletes and entertainers, but entrepreneurs, professionals, and other successful people with complex finances. As a Morgan Stanley credentialed Senior Portfolio Manager, she has managed both equity and fixed income on a discretionary basis for clients who would rather not make day-to-day investment decisions. Her focus, however, goes far beyond investing to encompass virtually every aspect of her clients’ financial lives.
Born in Greece, Christina came to the US as a young girl and grew up in Queens. She received a BA from The University of Maryland and spent several years working for lobbyist organizations in Washington, DC. She still believes that people have the right to complain only if they are willing to become part of the solution. As a result, she serves on the board of The Sea Cliff Civic Association and NEO Philanthropy, an organization committed to justice, equity and dignity around the world. Previously, she was a board member and a volunteer at several women’s shelters in the New York area. That was before whatever spare time she had was taken up by her five children, ages 11-23. Christina and her husband Jim reside with their family in Sea Cliff, NY.
The founders of The Gotham Group bring more than 70 combined years of experience to the clients we advise. That advice includes your investments, of course, but it also encompasses such diverse dimensions of your financial life as lending, philanthropy, insurance and estate planning strategies.
- Portfolio Management
- Wealth ManagementFootnote1
- Wealth PlanningFootnote2
- Alternative InvestmentsFootnote3
- Investment Strategies for Family Offices
- Estate Planning StrategiesFootnote4
- Philanthropic ManagementFootnote5
- Art AdvisoryFootnote6
- Trust ServicesFootnote7
- Sustainable InvestingFootnote8
- Foreign ExchangeFootnote9
- Cash Management and Lending ProductsFootnote10
NMLS#: 1279285
Sports
Professional athletes know the score. They understand that their careers are lucrative, but potentially short-lived, or changeable. The appropriate foundation needs to be put in place to protect themselves and their legacy.
Morgan Stanley Global Sports and Entertainment is a dedicated division of the firm that was created to meet the specific needs of the industry. Christina Schatz, a co-founder of The Gotham Group, is one of only a handful of Morgan Stanley Financial Advisors to earn the firm's Global Sports and Entertainment Director designation. She has worked with numerous athletes, coaches, and sports broadcasters to help them manage their finances with greater confidence and take positive steps toward fulfilling their aspirations for themselves, their families and their communities.
The Gotham Group specializes in advising professional athletes and their families about the specific financial issues they face.
Cash Management
The Gotham Group provides financial coaching and budgeting to set young athletes on a path to lifelong success. We consider an individual's comprehensive financial picture in conjunction with their long-term goals.
Planning for Retirement and Other Future Goals
We help our clients determine which of the many tax-advantaged retirement planning strategies available is most appropriate for them. In addition, we research and vet third party investment managers to identify the best match for an individual's time horizon, risk profile, and interests.
Leaving a Legacy
We know that for many young people in sports, their financial obligations include their parents, siblings, and other family members. Often, trusts can be an effective tool in providing support, while protecting the earner from unreasonable financial demands. We serve as quarterback on the team of attorneys, accountants, agents and business managers surrounding a player to develop a comprehensive plan that provides for loved ones while preserving hard-won assets.
How can student-athletes monetize their status to get a head start in life? How does an athlete build a strong personal brand or legacy? What should a player consider when securing brand partnerships? This playbook may have the answers.
Morgan Stanley and the NFL Players Association are collaborating to help bring you the tools to build your own wealth, for generations to come. Consider it your greatest play of all time.
It's never too early to think about a career after sports, and many athletes have the entrepreneurial drive to be successful. Learn how a trusted Financial Advisor can help plan for success.
From bespoke pre-draft loans to get a player to their first paycheck, to financial literacy programs, our team is poised to help prospective pros establish their financial foundation at the onset of their career.
Entertainment
The financial lives of actors, writers, creatives, and musicians are complex and variable. From uneven cash flow to complicated tax issues, and difficult schedules, the Gotham Group acts as a gatekeeper, confidante, and trusted counsel with our client's best interests in mind.
Morgan Stanley Global Sports and Entertainment is a dedicated division of the firm that was created to meet the specific needs of those in the business. Christina Schatz, a co-founder of The Gotham Group, is one of only a handful of Morgan Stanley Financial Advisors to earn the firm's Global Sports and Entertainment Director designation. She has worked with numerous entertainers, writers, media personalities and other creative professionals to help them manage their finances with greater confidence and take positive steps toward fulfilling their aspirations for themselves, their families, and their communities.
The Gotham Group specializes in advising folks in the entertainment business and their families about the specific financial issues they face.
Private Banking Services
Tailored lending and integrated cash management products can help finance real estate and acquisitions and smooth out cash flow.
Philanthropic Advisory Services
The Gotham Group assists in establishing a foundation, researching potential recipients of charitable contributions, and ensuring the legacy of our clients.
Impartial Evaluation
We provide objective advice and evaluation of the many real estate, business or venture capital opportunities presented for the financial consideration of successful people.
Athletes and entertainers have unique wealth management considerations. The power of a trusted Financial Advisor relationship means they have a better chance of meeting their goals.
Recording artists are tapping their catalogs for cash as the market for investible music rights grows. What should musicians know about the benefits and drawbacks?
Achieving success at an early age comes with the need for proper oversight and management . Coogan Accounts may play a key role.
Stars have been inking endorsement deals that include equity compensation. Here's what to consider when determining whether this approach makes sense.
You need a gate keeper and a confidant to whom you can turn for counsel that’s given with your best interests in mind.
Morgan Stanley Global Sports and Entertainment is a dedicated division of the firm that was created to help meet the specific needs of people like you. Christina Schatz, a co-founder of The Gotham Group and one of a select group of Morgan Stanley Financial Advisors to earn the firm’s Global Sports and Entertainment Director designation. She has worked with numerous entertainers, writers, media personalities and other creative professionals to help them manage their finances with greater confidence and take positive steps toward fulfilling their aspirations for themselves, their families and their communities.
- Lending services to help you finance acquisitions and/or smooth out cash flow
- Philanthropic advisory services to help you establish a foundation, research potential recipients of charitable contributions and realize your vision for the not-for-profit initiatives most important to you
- Objective evaluation of real estate, business or other opportunities presented for your financial consideration
- Management of Coogan, UTMA, and UGMA trust accounts
DIGITAL TOOLS AVAILABLE TO YOU
Location
Portfolio Insights
Wealth Management for Athletes and Entertainers
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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.
3Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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.
5Products 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.
Morgan 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.
6Products 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.
Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
7Morgan 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.
Morgan 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.
8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
9GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
10Morgan 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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