


Our Mission Statement
The dos Santos Group
Clarity Across Complexity
Wealth management is about stewardship — of your future and the legacy you choose to build. Often, that stewardship transcends generations. Sometimes, it crosses borders too. Almost always, it involves navigating consequential decisions within evolving financial landscapes.
Our team is uniquely positioned to manage your financial complexity with clarity, discretion, and precision. We have the experience to help anticipate every challenge. We have the resources to deliver tailored solutions. Most importantly, we have the passion and drive to help safeguard the future you envision, delivering wealth management service at the highest level.
Cross-Border. Cross-Generational
At our heart, we are independent thinkers who ask "why not?" and stay relentlessly available, because our clients often live globally, think multigenerational, and operate with intense complexity. From founders planning for a liquidity event, to executives navigating concentrated equity, to families managing multijurisdictional wealth, we work tirelessly to help bring clarity, strategy, and alignment to your financial life.
Direct Portfolio Management. Transparent by Design
We don't outsource your portfolio. We manage it directly — every position, every trade, across public and private markets. That means when you call, you're talking to the decision-makers. We know what you own. We know why you own it. And above all, we know how your investments fit into your big picture goals and priorities. This is real transparency. Real customization. Real accountability.
Distinctive Access. Uncompromising Service
Whether you're navigating concentrated stock, exploring private investments, or planning across borders, our team offers uncompromising access and service. We welcome the complex, the curious, and the committed — because building wealth is just the beginning.
For a second opinion about your current investments, or to talk about your goals, call us at (212) 893-6310.
- Lifestyle Planning
- Alternative Investments
- Legacy Planning
- Investment Management
- Tailored Lending
- Business Planning
- Professional Collaboration
- Insurance Strategy
- Cash Management
Location
Meet dos Santos Group
About Domitilia M. dos Santos
Domitilia was born in Faro, Portugal and was the first in her family to graduate college when she received her bachelor’s degree from Drew University and then her J.D. from Rutgers. Fluent in Portuguese, Spanish and French, she joined the Secretariat of the United Nations as an Associate Legal Officer right out of law school. Pursuing her entrepreneurial dreams, Domitilia became a Financial Advisor, first with Merrill Lynch and then with Morgan Stanley, forming the dos Santos Group in 1992. She has achieved multiple Morgan Stanley specialist designations and is also a member of the firm’s President’s Club and a Senior Director of its Portfolio Management Group. Domitilia has served as an Arbitrator and Hearing Officer with Financial Industry Regulatory Authority (FINRA) for more than 30 years.
A passionate runner, Domitilia has completed more than 306 marathons in 167 countries. She is a Life Member of New York Road Runners, as well as a member of Marathon Maniacs, Marathon Globetrotters, and the 50 States Marathon Club. Despite her devotion to her clients and running, Domitilia slows down long enough to champion the arts in New York City as a supporter of The Metropolitan Opera, Carnegie Hall and Lincoln Center.
2020 Crain’s Notable Women In Financial Advice Award
The Economic Club of New York
The Trilateral Commission
Concordia
Aspen Institute – Society of Fellows
Foreign Policy Association
French Institute Alliance Française
Circulo Eca de Queiroz
Gremio Literario
Cervantes Institute
Circumnavigator’s Club
FAE (Forum de Administradores e Gestores de Empresas)
Conselho da Diaspora Portuguesa
SEDES
The Portuguese American Leadership Council of the United States (PALCUS)
Portugal-US Chamber of Commerce
Instituto de Medicina Molecular
Instituto Portuguese Corporate Governance
International Club of Portugal
New York Philharmonic
The Metropolitan Opera
Carnegie Hall
Lincoln Center
Alvin Ailey Dance Theatre
Irish Repertory Theatre
92nd Street NY
Joyce Theatre
Portfolio Management Institute (PMI)
Association of Professional Investment Consultants (APIC)
NMLS#: 1279548
About Paranj R. Patel
Growing up in India, Paranj knew he wanted to help others. He eventually became fascinated by numbers and business and decided to study Entrepreneurship and Finance at the Kelley School of Business at Indiana University. It was there that he realized he could combine his goals and interests by following a career in the financial advisory business. After graduating, Paranj became an Investment Advisor at Allied Millenial Partners before joining Morgan Stanley in 2020. He has obtained his Certified Financial Planner, Chartered Financial Analyst, Retirement Management Advisor, and Certified Exit Planning Advisor certifications.* Paranj is a member of the Portfolio Management Institute, and Association of Professional Investment Consultants.
While Paranj likes to play tennis, he admits that his love for business and finance spills over into his spare time. He obsessively spends much of his out of office time studying the financial markets and international economics and researching companies, much to his girlfriend’s chagrin.
*This role cannot solicit or provide investment advice
About Adam Goldstein
Born in New Jersey, Adam is a graduate of the Kelley School of Business at Indiana University, interned in finance at the Corcoran Group, a New York City real estate brokerage, and then at Morgan Stanley Wealth Management. Upon graduation, he joined Better, an online mortgage and real estate firm and became an Operations Coordinator. He joined Morgan Stanley in 2022 and earned his Series 7 and 66 licenses and Financial Planning Specialist* title shortly after. Adam is a member of the Portfolio Management Institute, and Association of Professional Investment Consultants.
Adam is an avid New York sports fan, and he still roots for his Hoosiers on the football field & basketball court. Adam lives in Manhattan and continues to pursue his love of golf and attends the various musical and cultural events that New York City has to offer.
*This role cannot solicit or provide investment advice
About Tom Schilling
Before joining Morgan Stanley, Tom worked at Fidelity Investments as an Investor Center Intern, and upon college graduation, he was offered a full-time position at Fidelity Investments as a Financial Representative. He is registered with his SIE, Series 7, and Series 66.
Tom is from Long Island, New York. He enjoys playing golf, going to the gym, spending time with friends and family, and watching sports.
*This role cannot solicit or provide investment advice

Contact Domitilia M. dos Santos
Hear From Our Clients
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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The Power of Partnerships
About Craig Champagnie
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Craig began his career in financial services in 2005, and joined Morgan Stanley in 2017 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker, Business Banker, and Branch Manager at the JP Morgan Chase Bank.
Craig is a graduate of the The State University of New York, Stony Brook, where he received a Bachelor of Arts in Economics. He lives in Wantagh, New York with his family. Outside of the office, Craig donates his time to The SIFMA Foundation. He enjoys fitness training and playing golf, football and basketball.
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