Justin Maniscalco, CFP®, CAIA, CFA®
Financial Advisor,
Portfolio Manager,
Financial Planning Specialist
Direct:
(516) 336-0870(516) 336-0870
My Mission Statement
To have a positive impact on the lives of our clients. To support their endeavors. To be deemed a trusted advisor.
My Story & Services
As a Financial Advisor and Portfolio Manager for the Veritas Group, I focus on the team’s financial planning, investment management, and due diligence initiatives. Given my background, one area in which I specialize is integrating alternative investments such as private equity, private credit, private real estate, and hedge funds, where suitable, to enhance our clients' traditional asset allocation strategies.
Before joining the Veritas Group in 2022, I accumulated 8 years of experience in the financial services sector. Initially, I was a part of a Wealth Management team at Fidelity Investments servicing clients who typically worked in the Alternative Investments industry. Later, I joined Morgan Stanley's Alternative Investments team, collaborating closely with financial advisors on the West Coast to develop and expand alternative investment allocations within client portfolios.
The Veritas Group is multi-generational by design. Understanding that we are on the cusp of the largest ever transfer of wealth between generations, our team partners with our clients and their families to ensure a smooth and efficient transition. Leveraging the extensive infrastructure and resources of Morgan Stanley, we offer comprehensive solutions including intricate wealth management strategies, such as alternative investments, tax-efficient approaches to investing and estate planning, and private banking services. Personally, I am on the relentless pursuit of the truth, both within the investment realm and the needs and aspirations of our clients. This is why our team name resonates with me so strongly. I find immense satisfaction in helping clients worry less about one of the most important elements of life - financial security.
I am a 2013 graduate of Bentley University, where I earned a Bachelors of Science in Finance with a minor in Mandarin. During my time at Bentley, I had the privilege of spending approximately six months studying at the Shanghai University of Finance and Economics and Fudan University. I hold the designation of a CFP®, a Chartered Financial Analyst (CFA®) charter holder, and a Chartered Alternative Investment Analyst (CAIA®) charter holder.
In my spare time, I enjoy spending time with my wife, Kate, and our two King Charles Cavaliers, Cooper and Molly, working on our new house in Huntington, playing in a band, golf, reading, and rooting for the New York Rangers.
Jackie Robinson once said, “A life is not important except in the impact it has on other lives.” Keeping this sentiment close, Kate and I are engaged in training Molly to undergo the Canine Good Citizen (CGC) test and serve as a therapy dog. Giving back to the veteran community is also incredibly important to our family. I am honored to volunteer with Patrol Base Abbate, a non-profit organization run to honor the legacy of Sergeant Matthew Abbate by providing service members and veterans a place to reconnect with their warrior spirit, foster community through shared interests, and re-discover purpose in service to each other, their families, and their communities.
Before joining the Veritas Group in 2022, I accumulated 8 years of experience in the financial services sector. Initially, I was a part of a Wealth Management team at Fidelity Investments servicing clients who typically worked in the Alternative Investments industry. Later, I joined Morgan Stanley's Alternative Investments team, collaborating closely with financial advisors on the West Coast to develop and expand alternative investment allocations within client portfolios.
The Veritas Group is multi-generational by design. Understanding that we are on the cusp of the largest ever transfer of wealth between generations, our team partners with our clients and their families to ensure a smooth and efficient transition. Leveraging the extensive infrastructure and resources of Morgan Stanley, we offer comprehensive solutions including intricate wealth management strategies, such as alternative investments, tax-efficient approaches to investing and estate planning, and private banking services. Personally, I am on the relentless pursuit of the truth, both within the investment realm and the needs and aspirations of our clients. This is why our team name resonates with me so strongly. I find immense satisfaction in helping clients worry less about one of the most important elements of life - financial security.
I am a 2013 graduate of Bentley University, where I earned a Bachelors of Science in Finance with a minor in Mandarin. During my time at Bentley, I had the privilege of spending approximately six months studying at the Shanghai University of Finance and Economics and Fudan University. I hold the designation of a CFP®, a Chartered Financial Analyst (CFA®) charter holder, and a Chartered Alternative Investment Analyst (CAIA®) charter holder.
In my spare time, I enjoy spending time with my wife, Kate, and our two King Charles Cavaliers, Cooper and Molly, working on our new house in Huntington, playing in a band, golf, reading, and rooting for the New York Rangers.
Jackie Robinson once said, “A life is not important except in the impact it has on other lives.” Keeping this sentiment close, Kate and I are engaged in training Molly to undergo the Canine Good Citizen (CGC) test and serve as a therapy dog. Giving back to the veteran community is also incredibly important to our family. I am honored to volunteer with Patrol Base Abbate, a non-profit organization run to honor the legacy of Sergeant Matthew Abbate by providing service members and veterans a place to reconnect with their warrior spirit, foster community through shared interests, and re-discover purpose in service to each other, their families, and their communities.
Securities Agent: AL, OR, WY, DC, SD, VA, MS, NJ, NV, CO, OK, CT, OH, SC, TN, UT, VI, WA, WI, WV, IA, ID, GA, NY, HI, MA, MI, MN, NC, MT, NH, NE, FL, AR, AZ, VT, TX, RI, PR, PA, NM, ND, MO, ME, MD, LA, KY, KS, IN, IL, DE, CA, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2413426
NMLS#: 2413426
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
FINANCIAL PLANNING PROCESS
The Veritas Group is committed to delivering dedicated personal service to the families we serve. Our collaborative approach was designed to empower you to make informed decisions that will impact your current lifestyle and your financial future. We strive to make complex easily understandable and leverage the full resources of Morgan Stanley and our external professionals for your benefit. Prior to engaging a new client we conduct a detailed analysis of an individual’s current lifestyle, risk tolerance, goals and aspirations. We look forward to learning more about you and sharing our approach that is designed to enrich your life both today and tomorrow.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing a suitable risk tolerance that will ultimately help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your retirement plan contributions, liquidity events, and insurance coverage. Examining all relevant financial information provides a holistic asset allocation analysis for all of your accounts ensuring a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving and benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
An Industry-Leading Alternative Investments Platform
The Veritas Group can provide clients with further guidance, insights and thought leadership about the alternative investments asset class and strategies provided by Morgan Stanley Wealth Management.
Our comprehensive strategies, diverse talent and global resources enable us to offer investment opportunities that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income.
Our comprehensive strategies, diverse talent and global resources enable us to offer investment opportunities that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income.
Private Credit
Private credit represents loans to non-investment grade middle market businesses on a bespoke basis or a purchase of existing debt on the secondary market. Investors should focus on managers who are nimble, have expertise across various strategies, and are flexible enough to invest across capital structures.
Private Real Estate
Private real estate is an investment in the active management of institutional quality real estate properties for the purpose of generating current income and/or long-term appreciation. Investors have broad choices, as the investable real estate market – excluding single-family properties – amounts to $18.6 trillion or 16% of U.S. investable assets, according to industry estimates.
Private Equity
With investment opportunities, generally in privately held companies, that are not available through traditional public
markets, private equity may offer both attractive long-term return potential and the opportunity for diversification through historically low correlation to traditional strategies.
markets, private equity may offer both attractive long-term return potential and the opportunity for diversification through historically low correlation to traditional strategies.
Hedge Funds
Single manager hedge funds are professionally managed investment funds that use sophisticated strategies to potentially offset losses during a market downturn, often seeking to generate returns higher than traditional stock and bond investments.
Client Service Team
Kimberly A. Casper - Senior Registered Client Service Associate
Phone:
(516) 336-0858(516) 336-0858
Email:Kimberly.Casper@morganstanley.com
Originally from Bel Air, Maryland, I bring over 30 years of financial experience to the Veritas Group. Having worked for such firms as Prudential Securities, Wachovia Securities, and Wells Fargo Advisors before joining Morgan Stanley in 2013, provides me with the expertise to anticipate the needs of our clients and introduce them to the services that will best fulfill their needs. I currently hold Series 7 and 63 securities registrations.
As an original member of the Veritas Group, I’m so proud of the team we’ve built and the client relationships we’ve developed. Veritas is more than a team name, it’s an experience. From our in-depth onboarding procedure to our financial planning strategies, we differentiate ourselves from other financial service organizations because we bring to the table a level of client service that is truly exceptional. Building the best team of financial specialists is a task not to be taken lightly. Therefore, we take our time to find the most talented and qualified candidates, so our clients have the best overall financial journey.
Whether onboarding clients, researching a wide variety of requests, or entering orders for alternative investments, helping clients navigate during unpredictable markets while assisting them in reaching their financial goals gives me great satisfaction. I take pride in the fact that I’m extremely detail-oriented, conscientious, and enjoy collaborating with my team on finding new and creative ways to identify financial opportunities.
I live in East Northport with my husband, Kevin, and we have one son, Nicholas. During my free time, I enjoy spending time with Kevin, Nick and his girlfriend, Nicolette. I love to read, spend time at the beach, and visit with my family in Maryland. Kevin and I also love to travel to remote areas of the globe. I am a loyal Baltimore Ravens fan, so my family and I try to head back to Charm City at least once each year to catch a Baltimore Ravens home game. I proudly served as an executive committee member for the American Cancer Society’s Relay for Life - Northport/East Northport Chapter from 2009-2014, which raised over $2mm in cancer research. Our family also proudly supports Tunnel to Towers Foundation and St Jude Children’s Research Hospital.
As an original member of the Veritas Group, I’m so proud of the team we’ve built and the client relationships we’ve developed. Veritas is more than a team name, it’s an experience. From our in-depth onboarding procedure to our financial planning strategies, we differentiate ourselves from other financial service organizations because we bring to the table a level of client service that is truly exceptional. Building the best team of financial specialists is a task not to be taken lightly. Therefore, we take our time to find the most talented and qualified candidates, so our clients have the best overall financial journey.
Whether onboarding clients, researching a wide variety of requests, or entering orders for alternative investments, helping clients navigate during unpredictable markets while assisting them in reaching their financial goals gives me great satisfaction. I take pride in the fact that I’m extremely detail-oriented, conscientious, and enjoy collaborating with my team on finding new and creative ways to identify financial opportunities.
I live in East Northport with my husband, Kevin, and we have one son, Nicholas. During my free time, I enjoy spending time with Kevin, Nick and his girlfriend, Nicolette. I love to read, spend time at the beach, and visit with my family in Maryland. Kevin and I also love to travel to remote areas of the globe. I am a loyal Baltimore Ravens fan, so my family and I try to head back to Charm City at least once each year to catch a Baltimore Ravens home game. I proudly served as an executive committee member for the American Cancer Society’s Relay for Life - Northport/East Northport Chapter from 2009-2014, which raised over $2mm in cancer research. Our family also proudly supports Tunnel to Towers Foundation and St Jude Children’s Research Hospital.
Location
Two Jericho Plaza
Jericho, NY 11753
US
Direct:
(516) 336-0870(516) 336-0870
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Justin Maniscalco today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
