Kimberly A. Casper
Senior Registered Client Service Associate
Phone:
(516) 336-0858(516) 336-0858
Daniel Maniscalco, CIMA®
Executive Director,
Financial Advisor,
Portfolio Management Director,
Alternative Investments Director
Direct:
(516) 336-0856(516) 336-0856
My Mission Statement
To have a positive impact on the lives of our clients. To support their endeavors. To be deemed a trusted advisor.
My Story and Services
Un-conflicted. Un-biased. Accountable. The principles that have defined my practice for nearly 30 years still hold true to this day. One might argue that they are even more powerful given the evolution and increased complexities of today’s ever-changing financial climate.
My goal as an advisor is to develop a solid understanding of each client’s unique needs. That starts with listening.
Something that clients appreciate is my ability to think outside the box and create a roadmap that is a departure from the norm. That ability has led me to come up with innovative ways to address each client’s desired outcomes.
What gives me great fulfillment is the journey that I and that client - that person, that human - embark on. Along the way, we’ll share both joy and tribulation as we work together toward a common goal.
The CIMA designation I received from the Wharton School of Business transformed me as an advisor. I saw and understood risk differently. Risk and loss in the financial markets can’t be avoided but understanding them and trying to mitigate them is my goal. My approach to portfolio construction developed from understanding how institutional investors, such as Pensions and Endowments, manage their pools of money, bringing those strategies to my clients and custom tailoring them to their needs.
The most important part of a financial relationship is trust. Trust can only be achieved through truth. Being open and honest in all dealings, with clients, but also with counterparties and regulators, is critical. Truth. It’s why our team is called Veritas.
I started the Veritas Group five years ago. It is supported by a team of administrators and investment product specialists offering a full complement of services from asset-based loans to mortgages, from conventional stock and bond portfolios to Alternative Investments such as Private Equity and Private Real Estate, from estate planning to tax minimization strategies. Teamwork, professionalism, and top-notch customer service have helped me build long-term, multi-generational relationships with a growing client base.
Our team is multi-generational by design. Youth added to experience is very powerful. Our industry is always changing, and youth can bring energy and new ways of tackling such changes. At the same time, youth needs experience and perspective to temper that enthusiasm and channel it to the greatest benefit. Such a structure allows the team to better serve our clients, their children, and the causes most important to them. But overall, I believe that what makes our team truly stand out is our commitment to our industry, each other, and most importantly our clients. We are driven toward constant improvement and providing service that is second-to-none.
I marvel at the beauty and efficiency of the capital markets, but I am most passionate about having a positive impact on human beings. I truly appreciate when clients acknowledge my hard work, passion, and ethics.
Outside of work, I enjoy spending time with my wife of 35 years, Rita, and our two sons and their families, including two grandbabies and four granddogs! I also enjoy playing guitar, observing nature, and traveling.
Rita and I are long-time supporters of St. Jude’s Children’s Research Hospital, Shriners Hospitals for Children, Villalobos Rescue Center and the ASPCA.
My goal as an advisor is to develop a solid understanding of each client’s unique needs. That starts with listening.
Something that clients appreciate is my ability to think outside the box and create a roadmap that is a departure from the norm. That ability has led me to come up with innovative ways to address each client’s desired outcomes.
What gives me great fulfillment is the journey that I and that client - that person, that human - embark on. Along the way, we’ll share both joy and tribulation as we work together toward a common goal.
The CIMA designation I received from the Wharton School of Business transformed me as an advisor. I saw and understood risk differently. Risk and loss in the financial markets can’t be avoided but understanding them and trying to mitigate them is my goal. My approach to portfolio construction developed from understanding how institutional investors, such as Pensions and Endowments, manage their pools of money, bringing those strategies to my clients and custom tailoring them to their needs.
The most important part of a financial relationship is trust. Trust can only be achieved through truth. Being open and honest in all dealings, with clients, but also with counterparties and regulators, is critical. Truth. It’s why our team is called Veritas.
I started the Veritas Group five years ago. It is supported by a team of administrators and investment product specialists offering a full complement of services from asset-based loans to mortgages, from conventional stock and bond portfolios to Alternative Investments such as Private Equity and Private Real Estate, from estate planning to tax minimization strategies. Teamwork, professionalism, and top-notch customer service have helped me build long-term, multi-generational relationships with a growing client base.
Our team is multi-generational by design. Youth added to experience is very powerful. Our industry is always changing, and youth can bring energy and new ways of tackling such changes. At the same time, youth needs experience and perspective to temper that enthusiasm and channel it to the greatest benefit. Such a structure allows the team to better serve our clients, their children, and the causes most important to them. But overall, I believe that what makes our team truly stand out is our commitment to our industry, each other, and most importantly our clients. We are driven toward constant improvement and providing service that is second-to-none.
I marvel at the beauty and efficiency of the capital markets, but I am most passionate about having a positive impact on human beings. I truly appreciate when clients acknowledge my hard work, passion, and ethics.
Outside of work, I enjoy spending time with my wife of 35 years, Rita, and our two sons and their families, including two grandbabies and four granddogs! I also enjoy playing guitar, observing nature, and traveling.
Rita and I are long-time supporters of St. Jude’s Children’s Research Hospital, Shriners Hospitals for Children, Villalobos Rescue Center and the ASPCA.
Securities Agent: TX, PA, TN, SC, NC, MA, VT, MI, ME, FL, AZ, KS, CT, RI, OH, NY, NJ, IL, MN, MD, IA, OR, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278954
NMLS#: 1278954
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2 Jericho Plaza
Jericho, NY 11753
US
Direct:
(516) 336-0856(516) 336-0856
Meet My Team
About Kimberly A. Casper
Originally from Bel Air, Maryland, I bring over 30 years of financial experience to the Veritas Group. Having worked for such firms as Prudential Securities, Wachovia Securities, and Wells Fargo Advisors before joining Morgan Stanley in 2013, provides me with the expertise to anticipate the needs of our clients and introduce them to the services that will best fulfill their needs. I currently hold Series 7 and 63 securities registrations.
As an original member of the Veritas Group, I’m so proud of the team we’ve built and the client relationships we’ve developed. Veritas is more than a team name, it’s an experience. From our in-depth onboarding procedure to our financial planning strategies, we differentiate ourselves from other financial service organizations because we bring to the table a level of client service that is truly exceptional. Building the best team of financial specialists is a task not to be taken lightly. Therefore, we take our time to find the most talented and qualified candidates, so our clients have the best overall financial journey.
Whether onboarding clients, researching a wide variety of requests, or entering orders for alternative investments, helping clients navigate during unpredictable markets while assisting them in reaching their financial goals gives me great satisfaction. I take pride in the fact that I’m extremely detail-oriented, conscientious, and enjoy collaborating with my team on finding new and creative ways to identify financial opportunities.
I live in East Northport with my husband, Kevin, and we have one son, Nicholas. During my free time, I enjoy spending time with Kevin, Nick and his girlfriend, Nicolette. I love to read, spend time at the beach, and visit with my family in Maryland. Kevin and I also love to travel to remote areas of the globe. I am a loyal Baltimore Ravens fan, so my family and I try to head back to Charm City at least once each year to catch a Baltimore Ravens home game. I proudly served as an executive committee member for the American Cancer Society’s Relay for Life - Northport/East Northport Chapter from 2009-2014, which raised over $2mm in cancer research. Our family also proudly supports Tunnel to Towers Foundation and St Jude Children’s Research Hospital.
As an original member of the Veritas Group, I’m so proud of the team we’ve built and the client relationships we’ve developed. Veritas is more than a team name, it’s an experience. From our in-depth onboarding procedure to our financial planning strategies, we differentiate ourselves from other financial service organizations because we bring to the table a level of client service that is truly exceptional. Building the best team of financial specialists is a task not to be taken lightly. Therefore, we take our time to find the most talented and qualified candidates, so our clients have the best overall financial journey.
Whether onboarding clients, researching a wide variety of requests, or entering orders for alternative investments, helping clients navigate during unpredictable markets while assisting them in reaching their financial goals gives me great satisfaction. I take pride in the fact that I’m extremely detail-oriented, conscientious, and enjoy collaborating with my team on finding new and creative ways to identify financial opportunities.
I live in East Northport with my husband, Kevin, and we have one son, Nicholas. During my free time, I enjoy spending time with Kevin, Nick and his girlfriend, Nicolette. I love to read, spend time at the beach, and visit with my family in Maryland. Kevin and I also love to travel to remote areas of the globe. I am a loyal Baltimore Ravens fan, so my family and I try to head back to Charm City at least once each year to catch a Baltimore Ravens home game. I proudly served as an executive committee member for the American Cancer Society’s Relay for Life - Northport/East Northport Chapter from 2009-2014, which raised over $2mm in cancer research. Our family also proudly supports Tunnel to Towers Foundation and St Jude Children’s Research Hospital.
Wealth Management
Global Investment Office
Portfolio Insights
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
Ready to start a conversation? Contact Daniel Maniscalco today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Alternative 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.
5Morgan 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.
6Morgan 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.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
4Alternative 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.
5Morgan 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.
6Morgan 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.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
