Morgan Stanley Private Wealth Management
Jason Goldstrich
Executive Director,
Private Wealth Advisor,
Senior Portfolio Management Director,
International Client Advisor
Direct:
(305) 460-7824(305) 460-7824
My Mission Statement
Combining our many years of experience with the resources of Morgan Stanley Private Wealth Management, we are dedicated to the complex, multigenerational needs of ultra-high net worth families, foundations and family offices to address the many challenges of managing significant wealth so you can support the people, causes and institutions that add meaning to your life.
Welcome
Jason Goldstrich is a Senior Portfolio Management Director at Morgan Stanley Private Wealth Management. As a Private Wealth Advisor of Carlin Wealth Management at Morgan Stanley, he manages assets for ultra-high net worth individuals and families, endowments, as well as for-profit and not-for-profit institutions guiding them towards the realization of their financial objectives. As a member of Morgan Stanley’s boutique Private Wealth Management division, Jason’s team offers access to specialists within niches such as estate planning, lifestyle advisory, and philanthropic management. This access alongside the team’s investment management capabilities collectively provides a curated and bespoke experience for clients. Jason has also been recognized by Forbes Best-In-State Advisors from 2022 as well as Forbes Next Gen Advisors from 2021. Carlin Wealth Management at Morgan Stanley has been named to Barron’s Top 100 Private Wealth Teams in the country each year since its inaugural listing in 2019, and to Forbes America’s Top Wealth Management Teams and Best-In-State Wealth Management Teams each year since established in 2022 and 2023 respectively. Prior to joining the Group, Jason worked at Wells Fargo and Deutsche Bank in Investment Banking.
A Miami native, Jason graduated from the University of Florida with a bachelor’s degree in Finance and from the University of Southern California’s Business School with an MBA.
Jason is active in his community serving on the Orange Bowl Committee, a member of Morgan Stanley’s Regional Council amongst other endeavors. He lives in Coral Gables with his wife Katie Henriques and their two young children. In his spare time, he enjoys playing chess and pickleball.
2022-2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2021-2023 Forbes Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
2019-2023 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2023-2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2022–2023 Forbes America’s Top Private Wealth Management Teams Source: Forbes.com (Awarded 2022-2023) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year the award was issued.
https://www.morganstanley.com/disclosures/awards-disclosure.html
A Miami native, Jason graduated from the University of Florida with a bachelor’s degree in Finance and from the University of Southern California’s Business School with an MBA.
Jason is active in his community serving on the Orange Bowl Committee, a member of Morgan Stanley’s Regional Council amongst other endeavors. He lives in Coral Gables with his wife Katie Henriques and their two young children. In his spare time, he enjoys playing chess and pickleball.
2022-2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2021-2023 Forbes Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
2019-2023 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2023-2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2022–2023 Forbes America’s Top Private Wealth Management Teams Source: Forbes.com (Awarded 2022-2023) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year the award was issued.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: GA, IA, WI, DC, UT, TX, AZ, SC, NC, MD, FL, OH, CO, WV, IN, IL, DE, VA, PA, ME, KY, CT, OR, NJ, KS, NV, VT, NY, NH, CA, WA, MI, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1460457
NMLS#: 1460457
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
AWARDS & RECOGNITION
Barron’s Top 250 Private Wealth Management Teams 2019-2024
2019-2024 Barron's Top 250 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2019-2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Forbes America's Top Private Wealth Management Teams 2022-2024
Forbes America's Top Private Wealth Management Teams
Source: Forbes.com (Awarded 2022-2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Forbes Best-in-State Wealth Management Teams 2022-2025
2022-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2022-2025) Data compiled by SHOOK Research LLC based 12-month time period concluding June of year prior to issuance of the award.
Forbes Best-in-State Wealth Advisors 2022-2024
2022-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-in-State Top Next-Gen Wealth Advisors 2024
2024 Forbes Best-in-State Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in December of year prior to the issuance of the award.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Client Service Team
Charles Schifano - Executive Director, Portfolio Manager
Phone:
(305) 476-3355(305) 476-3355
Email:Charles.Schifano@morganstanleypwm.com
Charles Schifano is an Executive Director and Portfolio Manager Specialist at Morgan Stanley Private Wealth Management. Before joining Bermont Carlin Wealth Management Charlie started his career at Morgan Stanley in 1991 on the Mortgaged Backed Security Sales Desk and later as Liability Manager for 5 MBS hedge funds. In 1995 Charlie Joined Citigroup Asset Management as a Fixed Income Fund Manager, responsible for managing / co-managing over $4Bln in investment grade mutual funds and separately managed accounts. In 2002 Charlie joined UBS Wealth Management on the Fixed Income Relationship Management Team. In 2007, Charlie re-joined Morgan Stanley in Capital Markets and was responsible for Fixed Income Regional Sales and most recently as Senior Market Strategist / Client Portfolio Manager. Charlie graduated Cum Laude from West Chester University of Pennsylvania.
Luisa Arias Baker, CFP - Business Development Director
Phone:
(305) 460-7933(305) 460-7933
Email:Luisa.Arias@morganstanleypwm.com
Luisa Arias Baker combines our group’s intellectual capital and extensive knowledge of each of our client’s individual needs along with our firm’s institutional planning resources to help marry the implementation of customized investment strategies within the context of each client’s personal goals.
Prior to joining the group, Luisa held the position of Financial Planning Director for the entire Miami Region. In this role, she led planning for over 300 advisors and their global clientele. She has her undergraduate degree in Economics from Harvard University and was a visiting student at the University of Oxford where she focused on Development Economics and Machine Learning. As a passionate advocate of financial literacy for women, Luisa is currently the Chapter Leader for Women in Wealth for Morgan Stanley Miami. She is also on the Associate Board of the Council of Economic Education and is an Executive Committee Member of LINC United Way.
Prior to Morgan Stanley, she worked as a Research Analyst at a Fundamental Value Hedge Fund. In her spare time she enjoys tennis, squash, golf and traveling with her husband.
Prior to joining the group, Luisa held the position of Financial Planning Director for the entire Miami Region. In this role, she led planning for over 300 advisors and their global clientele. She has her undergraduate degree in Economics from Harvard University and was a visiting student at the University of Oxford where she focused on Development Economics and Machine Learning. As a passionate advocate of financial literacy for women, Luisa is currently the Chapter Leader for Women in Wealth for Morgan Stanley Miami. She is also on the Associate Board of the Council of Economic Education and is an Executive Committee Member of LINC United Way.
Prior to Morgan Stanley, she worked as a Research Analyst at a Fundamental Value Hedge Fund. In her spare time she enjoys tennis, squash, golf and traveling with her husband.
Securities Agent: GA, FL; General Securities Representative; Investment Advisor Representative
William Valdes - First Vice President, Chief of Staff
Phone:
(305) 460-7805(305) 460-7805
Email:William.Valdes@morganstanleypwm.com
William is the COO of Bermont Carlin Wealth Management and a Vice President with over 20 years of experience in managing business operations. His career at Morgan Stanley started in 2014 as a Business Service Officer for the Coral Gables Complex. In his current role as the Chief of Staff, he manages the day-to-day logistics including the administrative, operational and client service model for the team.
Born and raised in South Florida, William earned a Bachelor of Science degree in Finance from Florida State University. He holds his Series 7, 63/65, 9 & 10 licenses.
In his spare time, William enjoys going to the beach, fishing, cooking and spending time with family and friends. He is an avid sports fan and enjoys attending live music events.
Born and raised in South Florida, William earned a Bachelor of Science degree in Finance from Florida State University. He holds his Series 7, 63/65, 9 & 10 licenses.
In his spare time, William enjoys going to the beach, fishing, cooking and spending time with family and friends. He is an avid sports fan and enjoys attending live music events.
Sheily Distrubell - Client Service Associate
Phone:
(305) 476-3329(305) 476-3329
Email:Sheily.Distrubell@morganstanley.com
Sheily has Financial Industry experience since 2013 and previously worked at Citibank as a Service Associate prior to joining the team in 2021. As a Client Service Associate Sheily is responsible for assisting our clients with their day-to-day operational and administrative needs. Sheily is a graduate of Florida International University in Miami, FL where she received her BBA in Marketing, with a minor in Spanish Language and Literature. In 2015, she studied abroad in Salamanca, Spain where she completed her minor in Spanish. Sheily is also fluent in English and Spanish. When she isn't in the office, she enjoys painting, traveling, cooking and DIY home improvement projects.
Monica Balda - Registered Client Service Associate
Phone:
(305) 476-3318(305) 476-3318
Email:Monica.Balda@morganstanley.com
Monica Balda started her career at Morgan Stanley in Nov 2021 as a Registered Client Service Associate.
Monica has lived most of her life in Miami and received her BA and Master’s degree in International Business at Florida International University. She then attended the University of Miami and received a Master of Science in Finance degree (MSF) in 2019.
She is a mother of 5 and has been married to her husband for over 20 years. She enjoys live concerts, watching movies and her favorite sport is soccer; though she does enjoy watching college football too (Go CANES!)
Monica has lived most of her life in Miami and received her BA and Master’s degree in International Business at Florida International University. She then attended the University of Miami and received a Master of Science in Finance degree (MSF) in 2019.
She is a mother of 5 and has been married to her husband for over 20 years. She enjoys live concerts, watching movies and her favorite sport is soccer; though she does enjoy watching college football too (Go CANES!)
Jan Strusinski - Financial Advisor Associate, Financial Planning Specialist
Phone:
(305) 507-6956(305) 507-6956
Email:Jan.Strusinski@morganstanley.com
Jan Strusinski serves as the team’s designated Financial Planning Specialist. In this role he aids our clients by helping create, adopt, and implement custom financial plans, specially tailored for their individual needs.
Prior to joining the team, Jan served as a Wealth Advisory Associate where he partnered with 150 advisors across 4 offices, using his training in finance, wealth planning, investment strategies, and investment products to provide personalized wealth management guidance to help clients prepare for their financial future. A Miami native, Jan received his undergraduate degree from the University of Florida and went on to earn a Master of Science in Finance from the University of Miami.
In his spare time, Jan enjoys exercising, cooking, time spent with friends & family, and Gator football.
Prior to joining the team, Jan served as a Wealth Advisory Associate where he partnered with 150 advisors across 4 offices, using his training in finance, wealth planning, investment strategies, and investment products to provide personalized wealth management guidance to help clients prepare for their financial future. A Miami native, Jan received his undergraduate degree from the University of Florida and went on to earn a Master of Science in Finance from the University of Miami.
In his spare time, Jan enjoys exercising, cooking, time spent with friends & family, and Gator football.
Securities Agent: AZ, CT, RI, IL, NY, VA, NJ, DC, NH, MA, IN, DE, PA, NC, FL, CA, NV; General Securities Representative; Investment Advisor Representative
Location
220 Alhambra Circle 10th
Floor
Coral Gables, FL 33134
US
Direct:
(305) 460-7824(305) 460-7824
Fax:
(786) 294-6781(786) 294-6781
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 6295606 (3/2024)
