Garden City Market Office

Jeffrey Reiss received a BS in Business Management from the City University of New York, Brooklyn College in 1996. Mr. Reiss began his career with Smith Barney as part of a High Potential Program working in their Consulting Group Operations located at their Manhattan Headquarters. During his tenure with Smith Barney, he spent time in Wilmington, Delaware and Hartford, Connecticut.

In June of 1998, he began working as a Financial Advisor at Morgan Stanley. In 2002, he was named Sales Manager of the Third Avenue office. In early 2004, he became the New York City Market Sales Manager. In September of 2004, he transitioned to Branch Manager in the Morgan Stanley Jericho, Long Island office. In 2006, he became Complex Manager. From 2009 to 2012, he was a member of the Morgan Stanley Branch Manager Council. In 2012, Mr. Reiss was promoted to Managing Director and the Complex expanded into what is now known as the Western Long Island Market. He is currently based in the newly opened, modern state of the art facility in Garden City, New York.

Jeff resides in Jericho, New York with his wife, Hillary and their three sons, Jake, Austin and Zachary. In his free time, he enjoys spending time with his family and coaching Soccer, Basketball and Football. He is also an active member of the Northwell Health Hospitals Leadership Council.

Recognitions:
1998: National Sales Director Award | Morgan Stanley
2008: Complex of the Year Award | Morgan Stanley
2010: Certificate in Family Wealth Management
2007 - 2010: Top 10 Branch Managers Award | On Wall Street Magazine
2007, 2008, 2009, 2010, 2011, 2013: Top 100 Branch Managers Award | On Wall Street Magazine

Adam Razov is the Market Manager for the North Shore (Jericho) office in the Western Long Island Market. Previously, he held the Associate Market Manager title as well as Business Development Manager within the Market. In all roles he is responsible for driving revenue and asset growth among a talented and diverse group of Financial Advisors and teams.

Adam began his career at New York Life in 2001 as a Registered Agent. In 2006, Adam joined Merrill Lynch as a Senior Specialist and worked in various roles within wealth management. Adam joined Morgan Stanley in 2014.

Adam is a graduate of Long Island University with a degree in Business Administration. He resides in East Northport with his wife Caren and their two children Jackson and Charliese. Adam and his family are involved with various local organizations.

Michael J. Greene is the Associate Market Manager for the Western Long Island Market, which includes branches in Garden City and Jericho, New York.

Michael began his career in financial services in 2009, and joined Morgan Stanley in 2013. Prior to transitioning to his current position, he served as Private Banker for Morgan Stanley’s Wealth Management offices on Long Island, New York.
Michael also served as Loan Portfolio Manager in the Mid-Atlantic Region, he was a Private Banker in Baltimore, Maryland and an Associate Private Banker in the New York Metro area. Before he joined the firm, Michael was a Personal Banker and Manager at Bank of America.

Michael graduated from Stonehill College with a Bachelor of Science in Finance. He and his family reside on Long Island, NY. While at Stonehill, he was a four year letter winner on the College’s football team. In his free time, Michael enjoys all sports, reading and spending time with family and friends.

NMLS#: 1071010

Dan began his career in financial services in 2015 when he joined Morgan Stanley in the Wealth Management Field Finance division. In 2018, he transitioned to the Northeast Region as its Regional Analyst. Most recently, Dan served as an Associate Private Banker in the New York PWM office.

Dan is a graduate of the University of Maryland Smith School of Business, where he received a Bachelor of Science in Marketing and Supply Chain Management. He lives in Bellmore, New York with his wife and daughter. Outside of the office, Dan enjoys golfing, playing softball, spending time with friends and family, and is an avid sports fan.

Colette is the Market Administrator of the Western Long Island Complex. She provides administrative assistance through a wide range of services for complex.

Prior to joining the firm in June 2019, Colette attended the Dolan School of Business at Fairfield University where she studied Finance and Accounting. Colette began her career working in operations, transitioning to a Client Service Associate role in July of 2020. She holds her Series 7, 63 and 65 licenses. She took on the role of Complex Administrator in March 2023.

Outside of the office, she enjoys spending time with her family and friends and traveling.

Patrick grew up in Nassau County and attended Chaminade High School. He went on to study finance at Baruch College and graduated with a BBA in Finance and Investments.

He began his career in finance in 2006 as an intern in the Merrill Lynch Park Avenue office. After graduation he was offered a full time position as a registered client service associate. After 6 years as a CSA he decided to become a financial advisor working on his same team that had grown from 5 teammates to over 20.

After 3 years as an advisor he realized that he truly missed helping teammates navigate complex issues and building consistent and repeatable client service models. He decided to go into branch management so he can share his wealth of knowledge and assist FA’s in creating and growing a successful practice.

Patrick rotated through all the branches in NYC for 2 years in the manager development program before finding his permanent home in Garden City. He managed the Garden City Merrill branch for 5 years before joining Morgan Stanley as a Business Service Officer in 2023. At Morgan Stanley he is responsible for leading and driving the Firm’s key strategic initiatives and assisting with any operational issues.

David began his career at Morgan Stanley in 2024. He previously spent 8 years with Merrill Lynch. For most of those years, David was a Registered Financial Advisor and then transitioned to become the Supervision Manager for consumer investments. He covered several markets including Eastern and Western Long Island as well as Albany.

David is a lifelong resident of Kings Park where he resides with his wife Taylor. He is an avid athlete playing four years of college baseball while attending St. Joseph’s University where he majored in Business and Criminal Justice.

He loves to travel especially to different cities throughout the country to watch his favorite sports team play (Green Bay Packers.) David also enjoys playing golf and attending music concerts with his family and friends.

Jason Brottman is a Senior Private Banker serving Morgan Stanley’s Wealth Management offices on Long Island, New York.

Jason began his career in financial services in 2001. Prior to joining Morgan Stanley in 2010, Jason was a Wealth Management Banker at Merrill Lynch. He has also worked as a Personal Banker at JP Morgan Chase and as a Financial Counselor at IDebtHelp.

Jason graduated from the State University of New York at Albany with a Bachelor of Arts in Economics and Sociology. He resides in Commack, New York. Outside of the office, Jason dedicates his time to community organizations, including Habitat for Humanity. He enjoys staying active through fitness, trail hikes, travel and going fishing.

NMLS#: 803231

Dana Jordan is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
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.
Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.
Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.

Breno Vilete is an Associate Private Banker serving Morgan Stanley Wealth Management offices in New York.

Associate Private Bankers partner with Private Bankers and 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.

Breno began his career in financial services in 2011, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Senior Relationship Banker at Santander Bank. He also served as a Wealth Strategy Associate at UBS.

Breno is a graduate of the Kean University, where he received a Bachelor of Science in Finance. He lives in Wantagh, New York. Outside of the office, Breno enjoys riding his peloton, working out, and watching movies.

NMLS#: 910208

Andrew Bertalli is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices on Long Island, NY. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.

Andrew began his career in financial services in 2000 and joined Morgan Stanley in 2022. Prior to his current position, Andrew served high-net-worth clients for over 17 years. Andrew also has worked at Charles Schwab, USAA, and TIAA.

Andrew Bertalli graduated from Saint Francis College and has a Bachelor of Science in Business. Andrew holds his Certified Financial Planner^® designation. Andrew lives on Long Island with his wife and children. Outside of work, Andrew likes to keep fit and spend time with his family. Andrew holds a private pilot license and served in the US Navy.

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