Our Story

The GGM Group at Morgan Stanley has been serving the diverse financial needs of high net worth families for over 30 years. As our clients' needs have evolved, our team has grown to ten dedicated professionals whose mission is to guide our clients through life’s financial hurdles in order to preserve and grow their wealth. Utilizing a comprehensive wealth planning approach, our team has the privilege of working with leaders in business, finance, sports, entertainment, legal and medical fields, who have entrusted us with over $1.5 billion in assets (as of 12/31/18).
The team is comprised of five financial advisors and five supporting analysts/service associates, enabling us to leverage the specific education and skills of each of our members to help address the unique financial needs of our clients. Our process entails high-touch financial planning centered on an in-depth understanding of our clients' financial goals, which allows us to implement appropriate asset allocation and offer a comprehensive wealth management strategy. Our discretionary Portfolio Management is rooted in an exhaustive vetting of individual stocks and bonds as well as active and passive funds. We collaborate with other trusted advisors in the estate and tax planning fields to help ensure that we are aligning our strategy with our clients' legacy and income planning needs.
Our team includes members who have achieved industry-leading designations such as CFP and CFA. We are also a part of Morgan Stanley’s Institute for Family Wealth Management and Global Sports & Entertainment divisions, having demonstrated proficiencies in working with multiple generations, athletes and entertainers to manage their financial well-being. Over decades we have earned the trust of our clients by providing transparency and clarity to how their investment portfolios are managed and by delivering a service model that is designed to ensure efficient and dependable wealth management.
Services Include
  • Professional Portfolio Management1
  • Financial Planning2
  • Estate Planning Strategies3
  • Fixed Income4
  • 401(k) Rollovers
  • Trust Accounts5
  • 529 Plans6
  • Life Insurance7
  • Long Term Care Insurance8
  • Planning for Individuals with Special Needs9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

The GGM Group at Morgan Stanley has been serving the diverse financial needs of high net worth families for over 30 years. Our combined wisdom of over 100 years has empowered us to utilize both simple and sophisticated strategies to address your most meaningful financial goals. Our process entails high-touch financial planning centered on an in-depth understanding of our clients' financial goals, which allows us to implement appropriate asset allocation and offer a comprehensive wealth management strategy. Our team includes members who have achieved industry-leading designations such as CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst.

    Our Clients

    The GGM team has demonstrated proficiencies in working with multiple generations, athletes and entertainers to manage their financial well-being. Our team has the privilege of working with leaders in business, finance, sports, entertainment, legal and medical fields, who have entrusted us with over $1.5 billion in assets (as of 12/31/17).

      In The Press

      • Worth First Quarter, 2019
        How do financial planning and estate issues differ for families with special-needs members?
        Worth First Quarter, 2019

      Location

      1 Penn Plaza
      43rd Fl
      New York, NY 10119
      US
      Direct:
      (212) 643-5757(212) 643-5757
      Toll-Free:
      (800) 223-4565(800) 223-4565

      Meet GGM Wealth Management Group

      About Me

      Jeffrey Gerson has more than 30 years of experience providing financial advice, having joined Shearson Lehman Brothers (a predecessor firm to Morgan Stanley) in 1986. Mr. Gerson is a Family Wealth Director at Morgan Stanley, a Senior Sports and Entertainment Director and the senior strategic advisor for the GGM Group at Morgan Stanley. As a Family Wealth Director, Mr. Gerson is proficient in the areas of estate planning, philanthropy, alternative investments, control and restricted securities, banking and lending services and hedging / monetization. Mr. Gerson was the recipient of the 1998 Smith Barney Harry Irvine Award for high ethics, professionalism and commitment and contribution to Smith Barney and received the 2005 “Portfolio Manager of Year” Award from the Portfolio Management Institute (PMI), which he helped co-found. 

      Mr. Gerson has been featured on CNBC as a guest and a show host and has been interviewed by the Wall Street Journal, Worth Magazine, On Wall Street Magazine, Registered Rep, and other industry periodicals. He serves on the Board of Directors of Bethel Woods Center for the Arts and is a graduate of Hobart and William Smith Colleges.
      Securities Agent: WA, VT, VA, TX, TN, SC, RI, PA, NY, NV, NM, NJ, NC, MI, ME, MD, MA, LA, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative
      NMLS#: 1285038

      About Me

      Christopher Guarino is a Senior Portfolio Management Director with Morgan Stanley’s Portfolio Management Group and the chief investment officer of the GGM Wealth Management Group.  Since 1991, Mr. Guarino has focused on domestic and international portfolio management for institutions, endowments & foundations, trusts, family offices, and wealthy families.  With responsibility for assets in excess of $1.5 billion as of January 1, 2019 he advises clients on developing investment policy, and setting domestic, global and international strategic and tactical asset allocation.

      Mr. Guarino graduated from Drexel University with a Bachelor of Science degree in Finance.  He lives in New York City with his wife and three children.
      Securities Agent: WA, VT, VA, TX, TN, SC, RI, PA, NY, NV, NM, NJ, NH, NC, MI, ME, MD, MA, LA, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative
      NMLS#: 1282469

      About Me

      Gregory Meisel helps deliver The GGM Group's comprehensive wealth management strategies. His intensive focus on high-net-worth families, athletes, entertainers, endowments, trusts and charitable foundations enables him to deliver the full resources of the team and Morgan Stanley Wealth Management to help benefit our clients. Mr. Meisel has more than 20 years of industry experience and has been with Morgan Stanley since 1996. He is a frequent lecturer within the firm at various Financial Advisor events, counseling the firm’s newer advisors about business practices and ethics. 

      Mr. Meisel is a graduate of Hobart College with a degree in economics. He is active in many local philanthropic organizations serving as a board member and trustee. Mr. Meisel lives in Tenafly, New Jersey with his wife Lisa Beth and his twin children Benjamin and Jordan.
      Securities Agent: WA, VT, VA, TX, TN, SC, RI, PA, OR, NY, NV, NM, NJ, NC, MI, ME, MD, MA, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative
      NMLS#: 1282992

      About Me

      Shawn Landau drives the team’s financial planning practice. He helps clients develop, implement and monitor financial plans to achieve our clients’ unique objectives including the preservation of wealth, tax consciousness and ensuring that assets are administered across generations. Mr. Landau also provides tailored asset allocation advice to clients based upon their personal objectives and our team’s outlook for the fixed-income and equity markets. Having practiced law in New York City for five years prior to joining Morgan Stanley in 2000, Mr. Landau frequently collaborates with our Sports & Entertainment clients’, their business managers, agents, attorneys, tax professionals and other advisors to help ensure clients’ objectives are being achieved.

      Mr. Landau received his juris doctor from Brooklyn Law School in 1994 and his bachelor’s degree, cum laude, from the University of Massachusetts at Amherst in 1990. He lives in Port Washington, New York with his wife and two children.
      Securities Agent: WA, VT, VA, TX, TN, SC, RI, PA, NY, NV, NM, NJ, NC, MI, ME, MD, MA, LA, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative
      NMLS#: 1268374

      About Me

      Michael Gammarati co-heads the team’s financial planning practice.  He works with clients to create strategies and financial plans necessary to help achieve their long-term financial objectives.  The planning process includes cash flow management, tax planning, asset allocation, risk management, retirement and estate planning.  Michael works diligently with our clients to help them identify their unique planning issues and objectives and design a plan to help them achieve their goals.

      Mr. Gammarati began his financial services career with the Gerson, Guarino & Meisel Group at Morgan Stanley in 2004.  He has achieved several financial planning and portfolio management designations during his tenure. Mr. Gammarati is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a CHARTERED RETIREMENT PLANNING COUNSELORSM.  In 2009, he received the professional designation of Certified Portfolio Manager® from the Industrial Engineering and Operations Research Department of Columbia University. The program’s coursework focused on the study of statistics, accounting, asset allocation theory, capital asset pricing models, fixed income analysis, risk management, and foreign exchange.

      Mr. Gammarati graduated magna cum laude from Quinnipiac University in 2004, with a Bachelor’s degree in Finance.  In 2002 as part of a semester long program, he also studied in Florence, Italy through Richmond University.  Mr. Gammarati currently resides in New Jersey with his wife and two children.
      Securities Agent: NJ, WA, VT, VA, TX, TN, SC, RI, PA, NY, NV, NM, NC, MI, ME, MD, MA, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1282902

      About Me

      Lisa Guzman is the lead administrator for our team, primarily responsible for establishing new accounts and handling client service requests such as checks, wire transfers and retirement account distributions. Lisa also works with Morgan Stanleys Executive Financial Services department to process sales of restricted and control stock. 

      Lisa has been with the GGM Group since 2000. She began her career as a Financial Manager for the Retail Workers Union, Local 1600, District 65. She later worked as a Production Assistant for a textile company, where she supervised order processing and production, working directly with more than 250 clients to keep them informed on all stages of order processing and execution.

      About Me

      Natalia started her career in Financial Services in 2015 as a Client Service Associate at the Morgan Stanley Boston State Street Office. In 2017 Natalia relocated from Boston to New York City office to join the GGM Wealth Management Group.

      Natalia’s primary responsibilities include client service, investor's accounts trading to maintain a specific investment strategy or objective over time, equity syndicate processing for individual and corporate clients. Natalia participates in overall business development of clientele by developing customized plans and asset allocation proposals. She designs tailored templates, performance reports, interest income and gain and loss reports for new and existing clients. Her interaction with clients illustrates her attention to detail and knowledge of Morgan Stanley operations. Her planning skills have resulted in successful and educational client building relationships.

      Natalia is originally from Ukraine. She started her Finance degree at Saint Petersburg’s State University of Finance and Economy in Russia. In 2013, Natalia moved to the United States to study and work in the financial industry. She graduated with honors from Northeastern University with a dual degree in Finance and Accounting. She currently holds her Series 7, Series 66 and Portfolio Management licenses.

      Natalia enjoys spending time adventuring around the world in various outdoor activities.

      About Me

      As a registered associate for the GGM group, Nick supports the team primarily in the areas of financial planning and portfolio construction. Utilizing Morgan Stanley’s LifeView® planning software and the framework of the Chartered Retirement Planning CounselorSM designation, Nick helps construct and deliver holistic financial plans to our clients which align their investment portfolios with their goals.

      Additionally, Nick aids in the construction of the team’s portfolio’s utilizing Morgan Stanley’s Global Investment Committee research, and through analysis of stocks, bonds, ETFs, mutual funds, and separately managed accounts. With the GGM Group’s position as part of Morgan Stanley’s Global Sports & Entertainment division, Nick will serve as a liaison to our professional athlete clients.

      Prior to joining the Gerson, Guarino & Meisel Group in 2018, Nick served as a Financial Advisor at Merrill Edge in Baltimore, MD, as well as a Financial Planning Associate at Heritage Financial Consultants, working closely with its’ founder in delivering client’s financial plans and strategic portfolio construction.

      Nick received his bachelor’s in Communications and Business from Brooklyn College in 2014, and currently resides in Brooklyn, NY.

      About Me

      Michael Sinodinos is a CFA Charterholder and Senior Client Service Associate. Michael’s primary responsibilities include areas such as portfolio management, financial planning and analysis utilizing Morgan Stanley’s vast resources. Michael began his career at Knight Capital Group and spent time in trading and analysis at City National Rochdale investment management. He joined the GGM Wealth Management Group at Morgan Stanley in 2018.

      Michael graduated from Stony Brook University in 2014 with a Bachelor’s of Science in business management and minor in sustainability studies. Michael is involved with and helps to organize charitable events for the Diabetes Research Institute Foundation and volunteers with the Its My Park program which restores parks throughout NYC. He is also a member of the Young leaders Group and Private Wealth Management committee at the CFA society of New York.

      The CFA designation is widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards.
      From Our Team

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      Investment and Market Perspectives

      On the Markets

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Business Planning

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      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      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
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      Wealth Management for Athletes and Entertainers

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      • Investment Management
      • Wealth Transfer & Philanthropy
      • Private Banking Solutions
      • Family Governance & Wealth Education
      • Lifestyle Advisory
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      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

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