About Us

Located at Morgan Stanley’s Midtown Manhattan complex at Rockefeller Center, IMFS Group services both individual and corporate clients on a global basis.

In coordination with Morgan Stanley’s capital markets and research platform, IMFS Group manages client assets on a discretionary and non-discretionary basis across various model portfolio strategies customized for each client.  These strategies seek to combine both passive and active management across all major asset classes and G-10 currencies. The team maintains a distinctive focus on the wealth structuring and estate planning concerns for its domestic and cross border client base, and coordinates customized wealth advisory services with the client’s third party tax and legal counsel.

IMFS Group utilizes Morgan Stanley’s open architecture platform to identify appropriate third party trustee service partners for its clients. IMFS Group takes a holistic approach toward client balance sheet needs, often providing cash management and lending solutions for its clients. 

A representative client list includes single and multi-family offices, personal holding companies and family investment vehicles, multi-national corporations,  corporate executives, privately held business owners, professional athletes, as well as  financial industry and asset management professionals.
Services Include
  • Alternative Investments1
  • Asset Management2
  • Business Succession Planning3
  • Cash Management4
  • Endowments and Foundations5
  • Estate Planning Strategies6
  • Executive Financial Services7
  • Professional Portfolio Management8
  • Sustainable Investing9
  • Syndicate10
  • Trust Services*
  • Fixed Income11
  • Foreign Exchange12
  • Lending Products
  • Philanthropic Services
  • Stock Option Plans13
  • Structured Products14
  • Commodities15
  • Corporate Trust Services
  • Futures16
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1290 Avenue Of The Americas
Fl 13
New York, NY 10104
US
Direct:
(212) 468-4528(212) 468-4528

Meet IMFS Group

About Me

Ira joined Morgan Stanley in 2017 as the founding partner of IMFS Group at Morgan Stanley, after transitioning his team from Merrill Lynch where he had spent the previous 15 years.  Since graduating from Cornell University in 2002 with a Bachelor of Science in Policy Analysis & Management, Ira has been advising domestic, offshore, and cross-border clients for their investment and wealth structuring needs. Ira is a Portfolio Manager overseeing several proprietary model portfolios that seek to combine both active and passive investment strategies diversified across asset class, size and style characteristics.  Ira holds the Certified Private Wealth Advisor designation, administered by Investment Management Consultants Association and taught in conjunction with The University of Chicago Booth School of Business.
Securities Agent: TX, CT, WV, WI, WA, VT, VI, VA, SC, RI, PR, PA, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, IA, HI, GA, FL, DE, DC, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 579644

About Me

Boris Voroba is a Financial Advisor here at Morgan Stanley and brings 18 years of industry experience as a financial analyst and institutional fixed-income trader. His results driven approach has earned his clients’ trust and respect while helping them achieve their goals. Boris began his career in the financial markets as a trader at Oppenheimer Funds on the global fixed-income desk. He quickly became an integral part of a large team that managed $16 billion in institutional assets, focusing on developed and emerging market fixed-income. Boris further honed his financial acumen by moving on to sales and trading where he spent time working on the Latin American desks for Santander Bank and then Standard Chartered Bank. Boris earned the designation of Certified Portfolio Manager, CPM® through Columbia University, and received his B.S. in Business Management with a concentration in Economics, from Long Island University. He is a spirited sports fan and health enthusiast. He resides in Westchester with his wife, Danielle, and their three daughters.
Securities Agent: TX, NJ, WV, WI, WA, VT, VA, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NH, ND, NC, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1401636

About Me

Andrew has been in the financial services industry for more than 15 years and joined Morgan Stanley in 2017. He helps clients to pursue financial security and stability through goal oriented strategies. As a Financial Advisor, Andrew provides clients with customized wealth management strategies, retirement planning services, and insurance needs based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Andrew is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Andrew is a graduate of Indiana University with a B.S. in Finance.

About Me

Since graduating from the College of Staten Island in 2009 with a BS in International Business, Andrea has been working in the financial services industry. She began her career as a legal assistant at Oppenheimer & Co, Inc. before transitioning to a compliance associate at CLS Bank International. In 2014, Andrea joined IMFS Wealth Management Group at Merrill Lynch where she was responsible for client onboarding and administrative functions.  Andrea was instrumental in helping the team and its clients transition to IMFS Group at Morgan Stanley in 2017.  Andrea is responsible for handling all client administrative needs and heads the team's client service platform in her role as a Senior Client Service Associate.  Andrea is fluent in English, Spanish and Italian.
Investment and Market Perspectives

On the Markets

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

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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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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
The Simple Six-Step Retirement Checkup

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Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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Morgan Stanley and Justin Rose: A Winning Team

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Access Morgan Stanley Online

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Ready to start a conversation? Contact IMFS Group today.
Market Information Delayed 20 Minutes
1Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

5Morgan 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, charitable giving, philanthropic planning and other legal matters.

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.

7Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

8Morgan 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.

9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

10Participating in a new issue/syndicate is subject to availability and suitability. IPOs are highly speculative and may not be suitable for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

11Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

12GlobalCurrency deposits are held at Morgan Stanley Private Bank, National Association ("MSPBNA"), Member FDIC. Morgan Stanley Smith Barney LLC and MSPBNA are affiliates. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank. Unless specifically disclosed in writing, other investments and services offered through Morgan Stanley Smith Barney are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. FDIC insurance does not protect against losses due to exchange rate movements.

13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

14Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

15Investing in commodities entails significant risks. The commodities markets may fluctuate widely based on a variety of factors including changes in supply and demand relationships; governmental programs and policies; national and international political and economic events; war and terrorist events; changes in interest and exchange rates; trading activities in commodities and related contracts; pestilence; weather; technological change; and, the price volatility of a commodity. In addition, the commodities markets are subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.

16Investing in futures and options on futures contracts entails significant risks. Prices of futures and options on futures contracts may be affected by a variety of factors at any time, including but not limited to, (i) changes in supply and demand relationships, (ii) governmental programs and policies, (iii) national and international political and economic events, war and terrorist events, (iv) changes in interest and exchange rates, (v) trading activities in the underlying assets or commodities and related contracts, (vi) pestilence, technological change and weather and (vii) the price volatility of a commodity or asset. In addition, the futures markets may be subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.

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 suitable 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”) 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.


CRC 2019752 10/2018