M. Robin Krasny
Managing Director, Private Wealth Advisor, Senior Portfolio Management Director
Phone:
(212) 893-6374(212) 893-6374
Morgan Stanley Private Wealth Management
Jill Schildkraut-Katz
Managing Director,
Family Wealth Director,
Private Wealth Advisor,
Alternative Investments Director,
Workplace Advisor – Equity Compensation
Direct:
(212) 893-6494(212) 893-6494
My Mission Statement
Integrity, experience, intellectual capital and customized advice to help achieve your goals
My Story and Services
Jill Schildkraut-Katz is a Managing Director and Partner in the Altera Wealth Management Group at Morgan Stanley. She provides comprehensive wealth management services to multi-generational families, private equity and hedge fund partners, corporate executives and not-for-profit organizations, helping them to achieve their investment, wealth transfer and philanthropic goals. She also works with private business owners on pre-transaction planning, and with financial professionals on strategies to complement their core business exposure. Jill strategically helps advise clients on how to best structure their personal balance sheets utilizing investments, lending solutions and estate planning strategies.
Jill has over 30 years of experience working in private wealth management, banking and investment banking in New York and London. Prior to joining Morgan Stanley in 2017, she spent seven years as a Senior Advisor and Team Lead at J.P. Morgan in the Private Bank and almost 14 years at Merrill Lynch in a variety of roles on the institutional side, including leading a global capital markets solutions group.
In 2023, Jill was recognized as a MAKER at Morgan Stanley—an initiative dedicated to celebrating women and men who are culture carriers, groundbreakers, innovators and champions of women’s achievement. Jill is a past President of Women In Wealth: LIFT, an advocacy, business development, mentoring and philanthropic network of Morgan Stanley women from the Northeast Region dedicated to supporting peers to help achieve business success & realize meaningful connections with their clients. While at Merrill Lynch, Jill was appointed to the firm’s Diversity & Inclusion Counsel, was a founding member and Co-Head of the Global Markets and Investment Banking Women’s Leadership Counsel and was a recipient of the Leadership in Diversity award.
Jill has been a member of the Stephen Wise Free Synagogue Board of Trustees, the UJA Women’s Executive Circle, the Feminist Institute Advisory Board and both the Horace Mann School and Trevor Day School Parents’ Association Executive Boards. She is a two-time participant in the Covenant House Sleep Out to raise money and awareness for the homeless and vulnerable youths.
Jill graduated from The University of Michigan Ross School of Business with a BBA in Finance and The Wharton School at the University of Pennsylvania with an MBA in Finance. She lives in New York City with her husband Steve, son Ethan, daughter Sydney and puppy Chloe.
In 2023, 2024, and 2025, the Altera Wealth Management Group was named to the list of Forbes Best-In-State Wealth Management Teams.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023, 2024, and 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22, 3/31/22-3/31/23, and 3/31/23–3/31/24.
Jill has over 30 years of experience working in private wealth management, banking and investment banking in New York and London. Prior to joining Morgan Stanley in 2017, she spent seven years as a Senior Advisor and Team Lead at J.P. Morgan in the Private Bank and almost 14 years at Merrill Lynch in a variety of roles on the institutional side, including leading a global capital markets solutions group.
In 2023, Jill was recognized as a MAKER at Morgan Stanley—an initiative dedicated to celebrating women and men who are culture carriers, groundbreakers, innovators and champions of women’s achievement. Jill is a past President of Women In Wealth: LIFT, an advocacy, business development, mentoring and philanthropic network of Morgan Stanley women from the Northeast Region dedicated to supporting peers to help achieve business success & realize meaningful connections with their clients. While at Merrill Lynch, Jill was appointed to the firm’s Diversity & Inclusion Counsel, was a founding member and Co-Head of the Global Markets and Investment Banking Women’s Leadership Counsel and was a recipient of the Leadership in Diversity award.
Jill has been a member of the Stephen Wise Free Synagogue Board of Trustees, the UJA Women’s Executive Circle, the Feminist Institute Advisory Board and both the Horace Mann School and Trevor Day School Parents’ Association Executive Boards. She is a two-time participant in the Covenant House Sleep Out to raise money and awareness for the homeless and vulnerable youths.
Jill graduated from The University of Michigan Ross School of Business with a BBA in Finance and The Wharton School at the University of Pennsylvania with an MBA in Finance. She lives in New York City with her husband Steve, son Ethan, daughter Sydney and puppy Chloe.
In 2023, 2024, and 2025, the Altera Wealth Management Group was named to the list of Forbes Best-In-State Wealth Management Teams.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023, 2024, and 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22, 3/31/22-3/31/23, and 3/31/23–3/31/24.
Securities Agent: IN, FL, CT, CO, WY, PR, ME, LA, DE, VA, GA, DC, CA, UT, OH, NE, MT, HI, AL, TX, NC, KS, VT, NM, TN, PA, NY, NV, NH, MN, MI, IL, ID, SD, AZ, RI, OR, MD, WA, NJ, MO, MA; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 821917
NMLS#: 821917
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 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- 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, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. 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.
Financial Literacy
I had the opportunity to appear as a guest on Pauline Brown's Aesthetic Intelligence Podcast ("The Other A.I.") on SiriusXM's Business Radio station.
Our conversation delved into topics of wealth, financial independence, and life decisions.
Check out the podcast using this link!
Click here for the full podcastOur conversation delved into topics of wealth, financial independence, and life decisions.
Check out the podcast using this link!
Graduating College A Whole New World
Click here to learn more
Saving A Penny Saved Is a Penny Earned
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Investing Cut the Bull the Bear Basics of Investing
Click here to learn more
Starting a Business Setting Up Shop
Click here to learn more
Tying the Knot To Half and to Whole
Click here to learn more
Buying a Home Making Moves
Click here to learn more
Starting a Family from Dollars to Diapers
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Family Matters Invest in What Counts
Click here to learn moreRESOURCES
Tax Efficient Investing
Integrate tax considerations into your investment strategy throughout the year
Alternatives Investments
Incorporate Alternative Investments into your overall allocation to diversify your exposure
Market Updates
Library of current market trends
What to Expect When You're Expecting to Go Public
Click here to learn more
Charitable Giving
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Preparing for Divorce
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Private Markets
Click here to learn moreLocation
399 Park Ave
24th Fl
New York, NY 10022
US
Direct:
(212) 893-6494(212) 893-6494
Meet My Team
Mark Howard Lewis
Managing Director, Private Wealth Advisor, Wealth Management, Global Sports and Entertainment Director, Workplace Advisor - Equity Compensation, Family Wealth Director, Lending Specialist
Phone:
(212) 893-6474(212) 893-6474
Kerner Smith, CPWA®
Private Wealth Advisor, Alternative Investments Director, Executive Financial Services Director, Workplace Advisor- Equity Compensation
Phone:
(212) 271-0408(212) 271-0408
Stephen Gadze
Financial Advisor, Financial Planning Specialist, Workplace Advisor- Equity Compensation
Phone:
(212) 893-6406(212) 893-6406
Iris Gomez
Vice President, Group Director
Phone:
(212) 893-6448(212) 893-6448
David Noveck
Director of Investments
Phone:
(212) 893-6350(212) 893-6350
Rachel Yadao
Assistant Vice President, Wealth Management Associate
Phone:
(212) 893-6563(212) 893-6563
Olesya Reyenger, CFA®
Portfolio Management Associate Director
Phone:
(212) 893-6485(212) 893-6485
Stephen Anzalone
Wealth Management Associate
Phone:
(212) 893-6352(212) 893-6352
Adam S Feldstein
Registered Client Service Associate
Phone:
(212) 893-6353(212) 893-6353
Emma Cohen
Registered Client Service Associate
Phone:
(212) 893-6583(212) 893-6583
About M. Robin Krasny
A founding partner of the Altera Wealth Management Group. Robin Krasny works with multi-generational families, private equity and hedge fund partners, corporate executives and not-for-profit organizations.
Robin has been recognized by Barron’s magazine as a “Top 100 Women Financial Advisor” for each of the past five years. Forbes honored her as one of the Top Women Wealth Advisors in 2019 and 2020, and as a Best in State of New York Wealth Advisor in 2020.* Robin has also been a member of Morgan Stanley’s Chairman’s or President’s Council since 2016, most recently President's Club in 2023.
Drawing on nearly 40 years of diverse financial markets experience, Robin is responsible for creating customized investment portfolios for the Altera Wealth Management Group’s clients. She has earned the designation of Senior Portfolio Manager and is responsible for managing the team’s stock portfolios.
Robin spent the first half of her career working in the institutional markets, based in New York and London. She began with Morgan Stanley in fixed-income sales and later moved to Oppenheimer and Co. to focus on emerging markets equities. In 2000, Robin made a millennial career change and began working with private clients. Along with Mark Lewis, she founded the Altera Wealth Management Group (formerly KL Wealth Management Group) at UBS in 2004. Robin and Mark moved the team to Smith Barney (now Morgan Stanley) in 2011.
Active with a number of not-for-profit organizations, she serves as a board member for Prep for Prep, Jazz at Lincoln Center and the Women in Leadership initiative at Princeton University. Robin has hired and mentored Prep for Prep interns every summer since 2004.
Robin graduated from Princeton University with a B.A. and from Harvard Business School with an MBA. She is an avid annual attendee of the New Orleans Jazz and Heritage Festival and maintains homes in New York City and Dunewood, Fire Island.
*2018, 2019, 2020, 2021, 2022 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2018, 2019, 2020, 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
2019, 2020 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2020). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.
Robin has been recognized by Barron’s magazine as a “Top 100 Women Financial Advisor” for each of the past five years. Forbes honored her as one of the Top Women Wealth Advisors in 2019 and 2020, and as a Best in State of New York Wealth Advisor in 2020.* Robin has also been a member of Morgan Stanley’s Chairman’s or President’s Council since 2016, most recently President's Club in 2023.
Drawing on nearly 40 years of diverse financial markets experience, Robin is responsible for creating customized investment portfolios for the Altera Wealth Management Group’s clients. She has earned the designation of Senior Portfolio Manager and is responsible for managing the team’s stock portfolios.
Robin spent the first half of her career working in the institutional markets, based in New York and London. She began with Morgan Stanley in fixed-income sales and later moved to Oppenheimer and Co. to focus on emerging markets equities. In 2000, Robin made a millennial career change and began working with private clients. Along with Mark Lewis, she founded the Altera Wealth Management Group (formerly KL Wealth Management Group) at UBS in 2004. Robin and Mark moved the team to Smith Barney (now Morgan Stanley) in 2011.
Active with a number of not-for-profit organizations, she serves as a board member for Prep for Prep, Jazz at Lincoln Center and the Women in Leadership initiative at Princeton University. Robin has hired and mentored Prep for Prep interns every summer since 2004.
Robin graduated from Princeton University with a B.A. and from Harvard Business School with an MBA. She is an avid annual attendee of the New Orleans Jazz and Heritage Festival and maintains homes in New York City and Dunewood, Fire Island.
*2018, 2019, 2020, 2021, 2022 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2018, 2019, 2020, 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
2019, 2020 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2020). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.
Securities Agent: HI, DC, WA, RI, NM, MO, VA, MT, DE, CA, TN, SD, KS, UT, NJ, LA, IL, CT, NH, MI, FL, NY, NV, NC, MD, MA, ID, CO, WY, PR, NE, IN, OH, MN, ME, AZ, AL, VT, TX, PA, OR, GA; General Securities Representative; Investment Advisor Representative
About Mark Howard Lewis
A founding partner of the Altera Wealth Management Group, Mark Lewis works with an affluent clientele of multi-generational families, private equity and hedge fund partners, corporate executives, professionals within the sports and entertainment industry and not-for-profit organizations.
Over the course of his 20-year wealth management career, Mark has received widespread recognition within the firm and the financial services industry. He was named as a Forbes’ Magazine Best in State Wealth Advisor of New York in 2020-2022. Mark has been a member of Morgan Stanley’s President’s Council since 2016, most recently in 2023 and is part of a select group of Morgan Stanley Advisors who has earned the designation of Global Sports and Entertainment Director. He is regularly asked to participate in pilot programs for Morgan Stanley’s risk and technical initiatives.
Mark is responsible for all operational aspects of the Altera Wealth Management Group. As Chief Operating Officer for the team, Mark oversees the due diligence, asset allocation and manager selection process. Under Mark’s leadership, the Altera Wealth Management Group has built a proprietary platform that can be customized to help meet the needs of each client’s unique situation.
Mark began his career as a financial analyst and portfolio accountant for CMS Financial Services (now Convergent Wealth Advisors) in Washington, D.C. He joined CIBC Oppenheimer in 2000 before moving to Paine Webber (later UBS) in 2001. Along with Robin Krasny, Mark founded the Altera Wealth Management Group (formerly KL Wealth Management Group) in 2004.
Mark has served on the Manhattan Leadership Council of The American Cancer Society since 2006 and is a member of Prep for Prep’s Associates Council. He has hired and mentored Prep for Prep interns every summer since 2004.
Mark graduated from The American University in Washington, D.C. with a B.S. in Business Administration and a concentration in Finance. A semi-retired basketball player and a little league coach, Mark lives in New York City with his wife Sara, son Dylan, and daughter Sloane.
2020, 2021, 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020, 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.
Over the course of his 20-year wealth management career, Mark has received widespread recognition within the firm and the financial services industry. He was named as a Forbes’ Magazine Best in State Wealth Advisor of New York in 2020-2022. Mark has been a member of Morgan Stanley’s President’s Council since 2016, most recently in 2023 and is part of a select group of Morgan Stanley Advisors who has earned the designation of Global Sports and Entertainment Director. He is regularly asked to participate in pilot programs for Morgan Stanley’s risk and technical initiatives.
Mark is responsible for all operational aspects of the Altera Wealth Management Group. As Chief Operating Officer for the team, Mark oversees the due diligence, asset allocation and manager selection process. Under Mark’s leadership, the Altera Wealth Management Group has built a proprietary platform that can be customized to help meet the needs of each client’s unique situation.
Mark began his career as a financial analyst and portfolio accountant for CMS Financial Services (now Convergent Wealth Advisors) in Washington, D.C. He joined CIBC Oppenheimer in 2000 before moving to Paine Webber (later UBS) in 2001. Along with Robin Krasny, Mark founded the Altera Wealth Management Group (formerly KL Wealth Management Group) in 2004.
Mark has served on the Manhattan Leadership Council of The American Cancer Society since 2006 and is a member of Prep for Prep’s Associates Council. He has hired and mentored Prep for Prep interns every summer since 2004.
Mark graduated from The American University in Washington, D.C. with a B.S. in Business Administration and a concentration in Finance. A semi-retired basketball player and a little league coach, Mark lives in New York City with his wife Sara, son Dylan, and daughter Sloane.
2020, 2021, 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020, 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.
Securities Agent: MN, NY, MT, KS, NE, DC, UT, SD, NH, LA, HI, VA, TN, NM, NC, IN, ID, AL, WY, VT, TX, MO, ME, IL, GA, FL, AZ, PR, PA, OH, NV, NJ, MD, CT, CO, WA, OR, MI, MA, DE, CA, RI; General Securities Representative; Investment Advisor Representative
About Kerner Smith, CPWA®
In the startup world, time is scarce and execution is critical -- traditional thinking, process and advice can be costly.
As former Founder, Kerner understands the importance of an entrepreneurial mindset, maniacal optimization and an obsessive client-first mentality. And as a Certified Private Wealth Advisor® professional and Partner of the Forbes-ranked Altera Wealth Management Group* -- a boutique practice within Morgan Stanley’s prestigious Private Wealth Management division -- Kerner’s clients benefit from nearly 200 years of experience and the intellectual capital required for creative solutions to complex problems.
Prior to his startup days Kerner spent ten years at KeyBanc advising many of the Firm's largest institutional clients on their investments, culminating Salesperson of the Year honors and a promotion to Managing Director at age 33. After an accomplished Wall Street career, Kerner co-founded DISCERN (B2B SaaS/FinTech) in 2010 where he served as Chief Revenue Officer and helped close a Series A funding. With nearly two decades of financial and startup experience, Kerner joined Morgan Stanley in 2017 to bring his distinctive background and skill set to Founders, Private Companies and Professional Investors.
Kerner graduated from Cornell University with a B.S. in Applied Economics, Management and Marketing and completed the CPWA® certification program through the Yale School of Management. As a competitive swimmer, Kerner was an NCAA Division I EISL finalist at Cornell and 5-time High School All-American at Phillips Exeter Academy.
On a personal level, Kerner's passions include fitness training, Brazilian Jiu-Jitsu, skiing, hiking, golf and hosting Founder-focused events. After twenty years in New York City, Kerner moved to Los Angeles in 2020 to formally establish Altera’s California presence, where many of the Team's clients reside.
*Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
As former Founder, Kerner understands the importance of an entrepreneurial mindset, maniacal optimization and an obsessive client-first mentality. And as a Certified Private Wealth Advisor® professional and Partner of the Forbes-ranked Altera Wealth Management Group* -- a boutique practice within Morgan Stanley’s prestigious Private Wealth Management division -- Kerner’s clients benefit from nearly 200 years of experience and the intellectual capital required for creative solutions to complex problems.
Prior to his startup days Kerner spent ten years at KeyBanc advising many of the Firm's largest institutional clients on their investments, culminating Salesperson of the Year honors and a promotion to Managing Director at age 33. After an accomplished Wall Street career, Kerner co-founded DISCERN (B2B SaaS/FinTech) in 2010 where he served as Chief Revenue Officer and helped close a Series A funding. With nearly two decades of financial and startup experience, Kerner joined Morgan Stanley in 2017 to bring his distinctive background and skill set to Founders, Private Companies and Professional Investors.
Kerner graduated from Cornell University with a B.S. in Applied Economics, Management and Marketing and completed the CPWA® certification program through the Yale School of Management. As a competitive swimmer, Kerner was an NCAA Division I EISL finalist at Cornell and 5-time High School All-American at Phillips Exeter Academy.
On a personal level, Kerner's passions include fitness training, Brazilian Jiu-Jitsu, skiing, hiking, golf and hosting Founder-focused events. After twenty years in New York City, Kerner moved to Los Angeles in 2020 to formally establish Altera’s California presence, where many of the Team's clients reside.
*Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: PA, NC, MN, IL, MT, CT, FL, WA, TN, VA, CA, OH, GA, AZ, WY, NV, MI, DE, DC, VT, RI, NM, NJ, ME, KS, CO, NY, ID, MA, HI, SD, OR, NE, MO, LA, AL, UT, PR, NH, IN, MD, TX; General Securities Representative; Investment Advisor Representative
About Stephen Gadze
Stephen Gadze is a Financial Advisor for the Altera Wealth Management Group at Morgan Stanley. He primarily provides comprehensive wealth solutions to multi-generational families - private equity, venture capital and hedge fund partners - corporate executives - and professionals in the sports and entertainment industry. As a Financial Planning Specialist, he takes pride in helping his clients navigate their unique situations by implementing a holistic wealth plan that involves identifying goals, managing risk and conducting systematic reviews for ongoing monitoring. His understanding of tax efficient investing, portfolio construction and alternative investments factor into to his clients long-term success in their bespoke plan.
Stephen’s career began at Morgan Stanley in 2015 while he attended Fairfield University and received one of their coveted internship positions. Following his internship, he gained institutional sales experience at Russell Investments as a Summer Analyst. He eventually transitioned back to the retail side of finance to pursue his passion for working with private and corporate clients on a more personal level. Over the past 5 years, Stephen has worked as an Associate for various Morgan Stanley advisors where he’s demonstrated his knowledge and industry experience, and leveraged Morgan Stanley’s invaluable resources to support high net worth and ultra-high net worth clientele.
A dual citizen, having grown up in a first-generation Croatian American household, Stephen truly understands the importance of establishing a solid foundation to allow for current generations to thrive and to preserve wealth for future generations to come. Intertwining his family values and professional life, Stephen helps families communicate about money and matter that are important to them in order to help them meet their needs and goals. Naturally a leader and team player, he truly believes in success by collaboration. Ultimately, in his role as a Financial Advisor, he receives great satisfaction by means of surrounding himself with influential individuals in order to create opportunities for his clients.
Stephen attended the Dolan School of Business at Fairfield University where he obtained a Bachelor’s degree in Finance with concentrations in Economics and Information Systems. A former 4 year NCAA Division I Men’s Soccer player, he still enjoys playing soccer at a “competitive” amateur level. More recently he has added golf and Muay Thai to his active hobby list. He participates in many initiatives in the Croatian American and Fairfield University communities.
Stephen’s career began at Morgan Stanley in 2015 while he attended Fairfield University and received one of their coveted internship positions. Following his internship, he gained institutional sales experience at Russell Investments as a Summer Analyst. He eventually transitioned back to the retail side of finance to pursue his passion for working with private and corporate clients on a more personal level. Over the past 5 years, Stephen has worked as an Associate for various Morgan Stanley advisors where he’s demonstrated his knowledge and industry experience, and leveraged Morgan Stanley’s invaluable resources to support high net worth and ultra-high net worth clientele.
A dual citizen, having grown up in a first-generation Croatian American household, Stephen truly understands the importance of establishing a solid foundation to allow for current generations to thrive and to preserve wealth for future generations to come. Intertwining his family values and professional life, Stephen helps families communicate about money and matter that are important to them in order to help them meet their needs and goals. Naturally a leader and team player, he truly believes in success by collaboration. Ultimately, in his role as a Financial Advisor, he receives great satisfaction by means of surrounding himself with influential individuals in order to create opportunities for his clients.
Stephen attended the Dolan School of Business at Fairfield University where he obtained a Bachelor’s degree in Finance with concentrations in Economics and Information Systems. A former 4 year NCAA Division I Men’s Soccer player, he still enjoys playing soccer at a “competitive” amateur level. More recently he has added golf and Muay Thai to his active hobby list. He participates in many initiatives in the Croatian American and Fairfield University communities.
Securities Agent: VI, SD, WV, PR, ND, MS, LA, ID, IA, HI, AZ, AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative
About Iris Gomez
Iris has worked in the financial services industry for over 27 years. She joined Morgan Stanley Wealth Management in May of 2016 as a Client Service Professional where she focused on the Ultra High Net worth market. After completing the firm’s Leadership Readiness program, Iris became the Business Service Manager for our 399 Park Avenue Complex, the firm’s Flagship Complex. As the Business Service Manager, Iris worked closely with Complex Management to supervise, manage and support all service functions, partnering with leading teams and advisors in both domestic and international markets.
Iris earned her degree in Business Management from Borough of Manhattan Community College. She speaks English and Spanish and holds the following FINRA licenses: Series 7, 63, 24, 9, 10, 66, and 3. She resides in New Jersey with her husband and three children.
Iris Gomez, our team Group Director, has forged a direct relationship with a rural school district in the Dominican Republic. She organizes an annual drive to personally deliver needed books, school supplies, arts and educational games. In addition, she has hosted a celebration at the school to celebrate with the students and the members of the community.
Iris earned her degree in Business Management from Borough of Manhattan Community College. She speaks English and Spanish and holds the following FINRA licenses: Series 7, 63, 24, 9, 10, 66, and 3. She resides in New Jersey with her husband and three children.
Iris Gomez, our team Group Director, has forged a direct relationship with a rural school district in the Dominican Republic. She organizes an annual drive to personally deliver needed books, school supplies, arts and educational games. In addition, she has hosted a celebration at the school to celebrate with the students and the members of the community.
About David Noveck
David Noveck provides analytical support to the team’s Advisors by monitoring market conditions, maintaining investment models, and reviewing client allocations. Prior to joining Morgan Stanley in 2016, David worked at Wells Fargo Advisors as a Registered Client Associate for two years.
David completed his MBA at NYU stern School of Business in Spring 2020 with dual specializations in Quantitative and Corporate Finance. He completed his undergraduate studies at the University of Maryland’s Robert H. Smith Schools of Business in 2013. David holds Series 7 and 66 licenses. Originally a New Jersey native, he now lives in Murray Hill, Manhattan.
David completed his MBA at NYU stern School of Business in Spring 2020 with dual specializations in Quantitative and Corporate Finance. He completed his undergraduate studies at the University of Maryland’s Robert H. Smith Schools of Business in 2013. David holds Series 7 and 66 licenses. Originally a New Jersey native, he now lives in Murray Hill, Manhattan.
About Rachel Yadao
Drawing on 17 years of experience in the financial services industry, Rachel Yadao provides operational and service support to the team’s Advisors and clients. Her responsibilities include opening new accounts and handling account transfers, foreign currency transactions, managed account operations and credit line accounts. Rachel joined the team at UBS Financial Services in 2008 and moved with them to Morgan Stanley in 2011. Prior to working at UBS, she spent four years working at Oppenheimer as a Registered Sales Assistant.
Rachel graduated from Bernard M. Baruch College with a BBA in Finance, and has earned Series 3, 7 and 66 licenses. She lives in Queens, NY and has two children, Matthew and Amia.
Rachel graduated from Bernard M. Baruch College with a BBA in Finance, and has earned Series 3, 7 and 66 licenses. She lives in Queens, NY and has two children, Matthew and Amia.
About Olesya Reyenger
Olesya provides client and portfolio support to Altera Wealth Management Group’s Advisors. She performs investment research and portfolio holdings review, analyzes market conditions and trends, as well as aggregates key metrics in relation to client investment objectives.
Before joining Altera in 2022, Olesya was a Manager with Morgan Stanley Finance division since 2017 focusing on accounting, reporting, and analysis of Private Equity. She examined key metrics of fund performance based on factors such as sector, geographic location, and leverage level. Additionally, Olesya maintained a financial model for PnL allocation and conducted sensitivity analysis of leveraged funds to assess the impact of adverse market conditions. Further, she analyzed Collaterized Loan Obligations PnL in response to changes in credit markets and interest rate movements.
Olesya holds a CFA charter, a CPA license, (Olesya does not offer accounting or tax advise in her current role with Morgan Stanley) and completed her MBA at Rutgers Business School and her Bachelor’s at Baruch College.
In her free time, Olesya enjoys movies and radio shows from the 30s and 40s and is a self-described old soul.
Before joining Altera in 2022, Olesya was a Manager with Morgan Stanley Finance division since 2017 focusing on accounting, reporting, and analysis of Private Equity. She examined key metrics of fund performance based on factors such as sector, geographic location, and leverage level. Additionally, Olesya maintained a financial model for PnL allocation and conducted sensitivity analysis of leveraged funds to assess the impact of adverse market conditions. Further, she analyzed Collaterized Loan Obligations PnL in response to changes in credit markets and interest rate movements.
Olesya holds a CFA charter, a CPA license, (Olesya does not offer accounting or tax advise in her current role with Morgan Stanley) and completed her MBA at Rutgers Business School and her Bachelor’s at Baruch College.
In her free time, Olesya enjoys movies and radio shows from the 30s and 40s and is a self-described old soul.
About Stephen Anzalone
Stephen Anzalone is a Wealth Management Associate at Morgan Stanley, bringing a wealth of experience to his role as a member of the Altera Wealth Management Group. After joining Morgan Stanley in 2022, Stephen boasts a strong foundation in Wealth Management, having begun his journey as a junior financial advisor.
Throughout his career, Stephen has acquired his Series 7 and Series 66 licenses, Insurance licenses, as well as the CERTIFIED FINANCIAL PLANNER™ designation. His professional experience includes Financial Planning, Insurance solutions, Estate Planning strategies, and showcasing his comprehensive wealth management strategies tailored to a client's needs.
Stephen's academic background includes a B.B.A. in Finance from Hofstra University. Outside of work, he is an ardent supporter of philanthropic initiatives. Notably, he serves as a team leader for the Long Beach Polar Bears, an organization renowned for its annual "Polar Plunge" fundraising event benefiting the Make-A-Wish Foundation. This involvement reflects Stephen's unwavering commitment to giving back to the community and making a positive impact.
With a rich blend of experience, qualifications, and a passion for both financial knowledge and community service, Stephen Anzalone strives to empower his clients in their journey towards financial success.
Throughout his career, Stephen has acquired his Series 7 and Series 66 licenses, Insurance licenses, as well as the CERTIFIED FINANCIAL PLANNER™ designation. His professional experience includes Financial Planning, Insurance solutions, Estate Planning strategies, and showcasing his comprehensive wealth management strategies tailored to a client's needs.
Stephen's academic background includes a B.B.A. in Finance from Hofstra University. Outside of work, he is an ardent supporter of philanthropic initiatives. Notably, he serves as a team leader for the Long Beach Polar Bears, an organization renowned for its annual "Polar Plunge" fundraising event benefiting the Make-A-Wish Foundation. This involvement reflects Stephen's unwavering commitment to giving back to the community and making a positive impact.
With a rich blend of experience, qualifications, and a passion for both financial knowledge and community service, Stephen Anzalone strives to empower his clients in their journey towards financial success.
About Emma Cohen
Emma Cohen is a Registered Client Service Associate for The Altera Wealth Management Group at Morgan Stanley. She began her career as an intern with Morgan Stanley, which transitioned into a permanent role at the firm. Emma joined the Altera Wealth Management Group in 2022 and has been an excellent resource for clients and the other members of the team. She is highly organized and is able to anticipate a client’s needs. Emma works closely with the other members of the Altera team and has become an invaluable member of the group.
Emma was born and raised in a multi-generational house in Scarsdale, New York. She graduated from the University of Maryland with a Bachelor of Science and since graduating she has moved back to New York.
Emma loves to spend time with her family and feels very lucky to have such a close-knit family. In her free time she enjoys to travel, try new food, and to knit with her grandmother. Emma is an avid reader and always looking for book recommendations. She also enjoys puzzles and is yet to find one she can't complete. Emma has a passion for helping her community and volunteers at a local shelter where she helps foster dogs in need.
Emma was born and raised in a multi-generational house in Scarsdale, New York. She graduated from the University of Maryland with a Bachelor of Science and since graduating she has moved back to New York.
Emma loves to spend time with her family and feels very lucky to have such a close-knit family. In her free time she enjoys to travel, try new food, and to knit with her grandmother. Emma is an avid reader and always looking for book recommendations. She also enjoys puzzles and is yet to find one she can't complete. Emma has a passion for helping her community and volunteers at a local shelter where she helps foster dogs in need.
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CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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 | Morgan Stanley
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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 | Morgan Stanley
CRC 4237142 (02/2025)
