Falcon Point Group at Morgan Stanley

Mark brings a lifetime of experience to his role as team leader and founding partner of The Falcon Point Group at Morgan Stanley. He is responsible for bringing the team together and shaping its strategic vision. He also manages investment portfolios and provides financial planning services to his many clients. Mark is proud to be a vital member of Morgan Stanley’s history and its predecessor brands for nearly 40 years. His goals-based process, which includes a commitment to ongoing education and outstanding service, earned him recognition on the Forbes “Best-in-State Wealth Advisors” list in 2021 and 2022.

Growing up in a family committed to theology and ministry, Mark took a different path, combining his desire to help others with his passion for finance. He began his career in 1978 at an editorial services firm, where he covered hundreds of annual meetings and analyst meetings for Forbes 500 companies. This led to an opportunity to work at Drexel, Burnham and Lambert, an early predecessor firm of Morgan Stanley in 1983. He has been an invaluable member of the firm ever since at what Mark likes to call his “financial ministry.”

An education advocate, Mark remains committed to advanced learning for himself and his clients. A graduate of Colgate University, he earned his CERTIFIED FINANCIAL PLANNER™ designation in 2013. Over the years, he has also achieved important certifications at Morgan Stanley, including Portfolio Management Director and Senior Investment Management Consultant. These credentials demonstrate Mark’s commitment to a world-class client experience. He draws upon his deep knowledge to provide clients with tailored advice, based on the most effective wealth management strategies for today’s complex markets.

Mark believes balance is vital to a happy life. Outside of the office, he is a voracious reader, enjoying 150 books a year on a broad array of topics from finance and history to politics and science. Born in Manhattan, Mark moved regularly as a young boy as his father was one of the top theologians in the world. Today, he lives in Stamford, CT with his wife, Dianne, who is active in a number of local nonprofits. Every Friday, you can find Mark playing a complex strategy game with the same group of friends he has played with for the past 40 years.

​2021-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

John is a CERTIFIED FINANCIAL PLANNER™, Portfolio Management Director, and founding partner of The Falcon Point Group at Morgan Stanley. He has been providing financial advice to executives, business owners, and generational families in the New York metropolitan area and around the country for over 30 years. He is committed to helping clients successfully navigate the financial complexities they face through comprehensive financial planning and investment management. For John, professional achievement is measured in terms of client well-being and goal attainment.

John grew up in a household dedicated to helping families achieve their financial goals. His father, Larry Troisi, was a successful advisor at Morgan Stanley for more than 50 years. John was inspired to pursue a career that would combine his fascination for the markets with his inherent desire to help others. John attended New York University, where he earned his B.A. degree in Economics and English Literature in 1993. Upon graduation, he worked at PaineWebber (now UBS) before joining Smith Barney (a predecessor firm of Morgan Stanley) in 1998. John and Larry worked side-by-side for over two decades before Larry retired in 2020.

With John’s extensive investment experience, he has developed a strong understanding of economics and is well versed in the equity and fixed income markets. Over the years, he has cultivated specialized skills in equity and fixed income portfolio construction and credit risk analysis. He believes in taking a conservative approach to investing, using high-quality equities and fixed income securities to achieve a targeted rate of return commensurate with a client’s personal risk level.

A native New Yorker, John was born in Queens, grew up on Long Island, and has lived in New York City for over 30 years. He is active with various charity organizations in his community. When he is not working, John’s favorite activities include travel, learning about new cultures, and staying active. He loves to hike, bike, camp, and mountain climb. In 2017, he hiked to Mount Everest Base Camp in Nepal and the following year, climbed the Grand Teton in Wyoming.

Mary Beth is a Portfolio Management Director, Financial Planning Specialist, and founding partner of The Falcon Point Group at Morgan Stanley, a highly skilled advisory team located in Manhattan. With more than 40 years of industry experience, she focuses on meeting the needs of individuals and families who have accumulated a higher level of wealth. Mary Beth empowers clients to achieve new levels of success through a personalized approach to financial planning and investment management.

Growing up in Pittston, PA, Mary Beth always had sights on becoming a teacher. After earning her B.S. degree in Education from Misericordia University, she taught on the post-secondary school levels, while completing her Master’s degree at Trenton State College. While teaching proved to be a very fulfilling vocation, Mary Beth felt something was missing. In 1981, she made a career-changing decision to combine her passion for helping others with her interest in finance. Becoming a Financial Advisor was the perfect fit. Mary Beth joined Smith Barney, which later became a part of the Morgan Stanley family, and today she enjoys educating clients on how to make more informed and confident decisions about their wealth.

Mary Beth’s desire to help others is equaled only by her dedication to her community. Over the years, she has been involved with many educational and civic organizations. She is the President Emeritus of the Union League Club of New York City, an organization she has actively supported for more than 25 years. She serves as Trustee Emeritus on the Board of Trustees of Misericordia University and is currently a Board member on the U.S. Army War College Foundation Board.

Outside of the office, Mary Beth enjoys exploring the sights and sounds of New York City, her home for 40 years. Travel is a favorite activity when she can get away, and reading provides her with great joy and relaxation.

An experienced Financial Advisor, Katie is dedicated to the continued growth and success of The Falcon Point Group and the broad array of clients they proudly serve. As Chief Operating Officer for the Group, she is responsible for helping implement the team’s strategic vision. Katie combines her extensive operational knowledge with her excellent relationship management skills to identify service solutions that deepen client relationships and ensure a premium client experience.

Growing up on Long Island, Katie always had an interest in the financial markets, learning first-hand about the industry from her father who built a career working on the institutional side of the business. Katie also loved learning about people and their personal stories. Becoming a Financial Advisor brings these two passions together.

After earning her B.A. degree in History from Providence College, Katie joined Morgan Stanley in 2006 as a Client Service Associate. This led to new and broader opportunities and in 2013, she joined the firm’s Financial Advisory Associate program, a rigorous and selective 36-month training and development program that fully prepared Katie to take on all the responsibilities of a Financial Advisor.

Today, she enjoys working closely with clients to understand their specific goals to develop a customized plan that aligns with their priorities and timelines. Katie was named to Morgan Stanley’s Pacesetter’s Club from 2017 through 2020, a recognition that honors top young advisors at the firm. Outside of the office, Katie is an avid skier and runner. She also loves to travel and enjoys every opportunity to see different parts of the world.

A seasoned industry veteran, Tom is a First Vice President and Financial Advisor at The Falcon Point Group. He has been providing customized financial advice to individuals and institutions in the New York metropolitan area and around the country for nearly 40 years. His extensive experience in the financial industry – coupled with his ability to decipher complex financial matters – enables him to help clients understand the intricate details of their wealth, while guiding them towards the achievement of their personal and professional goals.

Prior to becoming a Financial Advisor at Morgan Stanley, Tom was a Managing Director at BMO Capital Markets and Lehman Brothers, where he was responsible for managing client relationships at a number of prominent investment management firms in New York City and the Mid-Atlantic region. His deep experience also includes roles in the Equity Syndicate Departments at Lehman Brothers, PaineWebber, and McDonald & Company, as well as international assignments in London, Tokyo, and Hong Kong. Tom began his career as a Financial Advisor at Shearson Loeb Rhodes in 1981 after earning his degree from Washington & Lee University in Lexington, VA.

Today, Tom draws upon his vast industry knowledge to provide clients with customized investment portfolios and tailored advice. He enjoys solving problems for clients and sharing insights from others who have experienced similar challenges in life and in business. Above all, he excels at simplifying the complexities of investing, effectively explaining his strategies with simple and easy-to-understand language.

Originally from Cleveland, Tom has been calling the Upper East Side of Manhattan his home for 25 years. He and his wife, Elizabeth, have two grown children, Ridgely and DeWitt. Tom is an active parishioner at St. James Church, and also served on the Investment Committee from 2019-2023. He considers himself an avid student of the markets and enjoys reading books about history and political science.

Jane is a Senior Client Service Associate at The Falcon Point Group with more than 17 years of industry experience. A results-driven professional, she is committed to building strong relationships with clients and the various business units within Morgan Stanley. Jane’s primary responsibilities include assisting clients quickly and efficiently, and overseeing various, tasks that support the day-to-day management of the Group’s growing wealth management practice.

From the largest task to the smallest request, Jane works diligently to exceed client expectations. Her core responsibilities are essential to enabling the team to carry out its mission of helping financially successful individuals and families plan, invest, and lead fulfilling lives. She coordinates various operational and client service activities, including opening new accounts, moving cash and securities, and taking client orders.

Growing up in Moscow and Berlin, Jane has been living in Manhattan for nearly 30 years. She graduated cum laude from Hunter College in 1998. Prior to joining Morgan Stanley in 2007, she was a Compliance Officer at Bishop Rosen and a Sales Assistant at Monarch Capital. Jane maintains her FINRA Series 7, 63, and 24 licenses.

Outside of the office, Jane’s favorite activities include reading, enjoying the arts, and watching movies, a favorite pastime as she has studied cinematography and the history of movies.

Henry is a Registered Associate with The Falcon Point Group at Morgan Stanley. With a commitment to providing premium client service, Henry focuses on cultivating deep relationships with clients, so he can help them solve their financial challenges with ease and efficiency. Henry is responsible for a broad range of activities from opening new accounts and executing trades and money transfers to implementing key elements of a client’s financial plan.

Growing up in Rye, New York, Henry now lives in Manhattan. He earned his degree in Environmental Policy in 2019 from Colorado College and maintains his Series 7, 63 and 66 licenses. Henry began his career in financial services as a Client Service Associate at Fifth Avenue Financial. He has been a member of The Falcon Point Group since 2021.

Henry has two brothers who live in New York City and a sister who now resides in London. Outside of the office, Henry enjoys fly fishing, skiing and golf.