The Lenox Group at Morgan Stanley

A Managing Director of Wealth Management at Morgan Stanley, Frank advises high net worth clients and focuses on co-managing the team’s various discretionary equity portfolios.  Frank brings nearly 30 years of experience to the practice and possesses a deep knowledge of equity markets that encompasses such sophisticated disciplines as risk arbitrage, long-short and event-driven investing. Frank advised institutional hedge funds in these areas long before alternative investments became a familiar term to retail investors.

Outside of Morgan Stanley, Frank dedicates his time to a number of community organizations including the Northern New Jersey Food Bank and Green Chimneys, a nationally renowned, nonprofit organization that works to create positive futures for children with emotional, behavioral, social and learning challenges, in Brewster, NY.  He is also an avid golfer and home reef aquarium enthusiast. 
 
Frank joined a Morgan Stanley predecessor firm in 1982 after a time in corporate lending with CIT Financial.  He holds a Bachelor of Science in Business Management from Old Dominion University in addition to the prestigious Certified Portfolio Manager (CPM) designation.

Gene focuses on asset allocation for The Lenox Group and has experience helping clients translate their objectives and attitudes into tangible investment strategies. A Senior Vice President-Wealth Management, Gene has earned Morgan Stanley's* Financial Planning Specialist designation and employs our sophisticated methodology to develop asset allocations that encompass various asset classes and investment categories.

Before joining a predecessor firm of Morgan Stanley* in 1986, Gene advised clients at Kidder Peabody and served as a sales executive for Xerox Corporation. He earned his Bachelor of Business Administration in Marketing with a minor in Economics from Iona College and is active in a number of organizations including the prestigious New York Athletic Club, where he continues to offer his guidance and support after serving as an officer on its Board of Governors.

Gene is a long term member of the board of directors for Cardinal McCloskey Family Services in Valhalla , N.Y.  He also serves as the financial advisor for the Stepinac Foundation in White Plains, N.Y. where he was elected as a member of their Hall of Fame.     

He is a former Little League, soccer and basketball coach in Eastchester, NY. Gene also served as a past president of the Eastchester Sports Club.

For more than 30 years, Gilbert has guided high-net-worth clients to help them achieve their long-term financial goals using wealth management and managed money strategies. His process is a consultative one, designed to help clients grow and preserve their assets by matching the most appropriate resources to meet their needs.

Gilbert has been with Morgan Stanley/Smith Barney since 1981 and has held a number of prestigious roles, including Senior Vice President, Portfolio Manager, Senior Investment Management Consultant and Financial Planning Specialist. During his time at Morgan Stanley/Smith Barney, he has been named to the President’s Council and the Century Council. Prior to joining the firm, Gilbert worked as a financial analyst at General Foods, Bristol Myers and J. Walter Thomson, accumulating more than 40 years in finance.

When he is not helping clients meet their financial goals and objectives, Gilbert loves to play golf and tennis, as well as travel. He has a wonderful wife and two lovely daughters, who are also tennis players.

Mike assists with virtually all aspects of an individual’s financial picture by delivering comprehensive wealth management strategies tailored to each client relationship. He focuses on private wealth planning and risk mitigation solutions for high-net-worth individuals, family offices, business owners, retirees, and corporate executives. Mike’s many years of experience allow him to understand the complexities of employee compensation offerings and how to potentially maximize their benefits within a holistic financial plan.

He started his career at Smith Barney in 2006, which was later acquired by Morgan Stanley. Mike has been recognized by Morgan Stanley as a member of the prestigious Pacesetters Club (2012, 2015, and 2016) and Century Club (2023 and 2024). He was also named to the Forbes Nex-Gen Best-in-State Wealth Advisors list for New York City in 2022 and 2023. He is accredited as a CERTIFIED FINANCIAL PLANNER™ through the Kaplan School of Business as well as a Chartered Retirement Planning Specialist^® from the College for Financial Planning. Mike holds his series 7 & 66 licenses as well as his life/health insurance license. He also carries internal designations of Family Wealth Director, Financial Planning Specialist, Workplace Advisor - Equity Compensation, and Portfolio Manager.

Mike earned his Bachelor of Science degree in Finance with a minor in Entrepreneurship from Quinnipiac University in Hamden, Connecticut. During his free time, Mike spends time with his wife Erin, son Michael, and daughter Mia where they reside in Yorktown Heights, New York. He enjoys coaching, exercising, and playing golf and soccer. He also competes as a Ninja Warrior where he qualified as a finalist for the World Ninja League Season IX Championships in the adult division. Mike volunteers his time as an interior firefighter for the Yorktown Heights Engine Company #1. As a first responder, he responds to multiple alarms each year helping members of the community.

2022, 2023 Forbes Next-Gen Wealth Advisors Best-In-State - Michael Lysenko
Michael Lysenko was named to the Forbes Next-Gen Best-In-State Wealth Advisors list for New York in 2022 and 2023.

2022, 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

As a Financial Advisor at Morgan Stanley, Jacob helps individuals, families and business owners build, manage and protect their wealth through thoughtful, personalized financial strategies. His approach is rooted in understanding what matters most to clients, whether it’s planning for retirement, funding education, growing a business or creating a lasting legacy. With a focus on long-term relationships, he strives to simplify the complexities of investing and financial planning, so clients can make confident, informed decisions. Backed by the resources and research of Morgan Stanley, he offers tailored solutions, disciplined risk management and ongoing guidance for every stage of clients’ lives.

Jacob graduated with honors from SUNY Buffalo, where he earned his bachelor’s degree concentration in finance. He holds the Series 3, 7, 66 licenses and is also licensed in Life and Health insurance. His academic and professional background laid the foundation for the analytical and client-focused approach he brings to financial advising today.

Outside of the office, Jacob enjoys staying active through running, reading, travelling, cooking, listening to music and attending concerts. Above all, he embraces the adventure of parenting, which he considers his most rewarding and demanding role of all. Jacob values building long-term relationships with clients and believes shared interest help foster trust and connection.

Kyle Medeiros began his investment career in 2017 after earning his Bachelor's degree in Economics and Finance from Providence College. As a Financial Advisor and Vice President within Morgan Stanley’s Wealth Management Division, Kyle Medeiros focusses on financial planning and investment management while maintaining his client relationships and coordinating with their accountants, estate attorneys and other professionals to shape his clients' full financial lives. Kyle is a proud partner of the Lenox Group working alongside a group of experienced professionals in which some his responsibilities also include developing the team's operational, marketing, and strategic planning initiatives. Kyle holds his Series 7 & 66 licenses as well as his life/health insurance license.

Kyle focuses on private wealth planning, overall investment allocation, and risk mitigation solutions for high-net-worth families, corporations, foundations, and organizations. By maintaining a disciplined approach to servicing his client’s wealth management goals and needs, Kyle is able to assist with all aspects of clients’ financial plans. His consultative process begins with an in-depth discussion of clients’ current finances and future objectives. This holistic approach further enables him to deliver comprehensive wealth management strategies tailored to each individual client relationship. Kyle’s experience and access to Morgan Stanley’s resources allows him to cater to the complexities of his clients’ situation while also being able to add value by providing the solutions they are looking for.

Kyle currently lives in Manhattan and has been an active member of charitable organizations including Covenant House, Love Your Melon, Best Buddies, and The Special Olympics. He is a passionate college basketball fan and also enjoys skiing, running, golf, and soccer.

Ron has been helping High Net Worth individuals and families meet their long-term investing goals for decades. He is a Senior Portfolio Manager with the Lenox Group, within Morgan Stanley. In addition to running the Managed Municipal and Taxable Fixed Income Strategy there, he advises many of his team’s High Net Worth clients and their families in their investment and estate planning strategies. Ron brings his deep knowledge to the team’s overall asset allocation process and to the performance monitoring of the third-party asset managers being considered by the team.

Ron is involved in a number of community organizations, including the Ronald McDonald House of the Greater Hudson Valley in Valhalla, NY, where he served as Board President for seven years. He also served as Board President for Arts Escape, a non-profit organization focused on providing seniors with access to performing, visual, and participatory arts programs, based in Southbury, CT. Ron is a past president and Board Chairman of Sinai Free Synagogue in Mount Vernon, NY.

A graduate of Northeastern University with a Bachelor of Arts in Political Science and minor in American History,  Ron worked as a Financial Advisor with Merrill Lynch and Kidder, Peabody before joining a Morgan Stanley* predecessor firm in 1987. He has managed firm offices in New York City and Manhasset, NY. Ron is a member of the Investment Management Consultants Association (IMCA) and the Association of Professional Investment Consultants (APIC), having served as a Board Director for seven years.

Rich, a Managing Director of the Lenox Group, has been advising both corporate and individual high net worth clients for over 30 years. Rich focuses on corporate cash management and 401(k) plans and brings this experience to his client relationships which include closely held companies, non-profit organizations, as well as corporate executives and retirees.

Rich’s involvement with non-profits also extends beyond Morgan Stanley, serving as a finance committee board member of White Plains Hospital, an advisor to the Felician School for Exceptional Children in Lodi, NJ, a committee member of the Bronx Chamber of Commerce, and a board member of Green Chimneys, a nationally renowned, nonprofit organization that works to create positive futures for children with emotional, behavioral, social and learning challenges, in Brewster, NY.

Rich joined a Morgan Stanley predecessor firm in 1987 after graduating from Manhattan College with a Bachelor of Business Administration in Finance. Rich has also earned several prestigious designations during his more than 20 years with Morgan Stanley including the Portfolio Manager and Certified Financial Planner (CFP) designations.

Hudson is a Financial Advisor with The Lenox Group at Morgan Stanley. He focuses on creating highly customized wealth management solutions for affluent families, entrepreneurs, and select institutions.

As a CERTIFIED FINANCIAL PLANNER^® and Certified Investment Management Analyst^®, Hudson helps his clients pursue their investment objectives through comprehensive financial planning, tax-efficient portfolio construction, investment management, and risk management.

Previously, he served as a Consulting Group Analyst where he provided tailored financial plans and investment strategies for the group's advisory relationships. Hudson also contributed to the team’s investment research efforts, conducting due diligence and regularly meeting with equity, fixed income, and alternative investment managers.

Prior to joining The Lenox Group, Hudson worked for the Morgan Stanley Central-North Florida Complex as a Wealth Advisor Associate where he supported Complex Management and Financial Advisors in financial planning, business development, and client service.

Originally from Ohio, Hudson graduated from the University of South Carolina with a degree in Accounting and Finance. Hudson holds his Series 7 and 66 securities licenses as well as his life, health, and variable annuity insurance license. He also carries the internal designation of Financial Planning Specialist.

Hudson currently resides in Manhattan. In his free time, he enjoys spending time with family and friends, travel, and Cincinnati Bengals football.

Marcello Works primarily with the groups homeowners' associations (HOAs), where he is responsible for ensuring the overall quality and consistency of service across their accounts. Serving as the first point of contact for nearly 4,000 HOA’s managed by the team, Marcello plays a key role in maintaining responsive communication and support. He is dedicated to building strong, lasting relationships with both board members and property managers to deliver a seamless and elevated service experience.

Marcello joined the team part-time in 2020, quickly establishing himself as valuable contributor. Following his graduation from Adelphi University in 2021 with a Bachelor of Science in Finance, he transitioned into a full-time role. He holds the Series 7 and Series 66 licenses and brings over five years of cumulative experience in client service and operations. His educational background, paired with his tenure on the team, allows him to navigate his role with a high level of professionalism and client-focused attention.

A resident of Long Island, Marcello enjoys golfing, playing the guitar and drums, and following his favorite sports teams.

Josephine is responsible for ensuring the team consistently delivers high-quality service by maintaining a strong commitment to providing an exceptional client experience. She plays a key role in supporting the team’s daily operations, leveraging her deep understanding of internal systems and procedures to help streamline workflows and maintain service excellence. Her attention to detail, reliability , and client-first approach contribute meaningfully to the overall efficiency and success of the team.

Josephine holds the Series 7 and Series 66 licenses and is a graduate of Fordham University, where she earned a Bachelor of Science in Finance with a minor in Economics. She began her career in 1999 at a predecessor firm to Morgan Stanley, where she specialized in cashiering and new account services. Over the course of more than 20 years in the financial services industry, Josephine has developed a deep operational foundation and a well-rounded understanding of wealth management practices. Her extensive experience, combines with her dedication too precision and service, has made her a valuable resource for both clients and team members alike.

Josephine is fluent in Italian and was a member of the National Honor Society and the Italian Foreign Language Society. During her free time she enjoys spending time with Family as well as cooking and reading.

Michael works closely with the team and their Homeowners Associations to ensure accurate care of their accounts. With a detail oriented and collaborative approach, he helps maintain clarity with the association's property managers and board members and supports smooth operation of day-to-day tasks. In addition to his assistance with HOA accounts, Michael assists with special projects for the whole team, contributing to their overall success.

Michael joined the Lenox Group in 2022 as an intern, where he quickly demonstrated his strong work ethic and commitment to excellence. After graduating from Iona University with a Bachelor of Business Administration in Finance, he transitioned into a full-time role with the team. Michael holds the series 7 and series 66 licenses, underscoring his knowledge in financial services and investment principles.

Michael lives in Eastchester, NY, and enjoys spending his free time playing golf, dining out and watching his favorite sports teams.

Tom plays a pivotal role in guiding the team’s financial planning efforts, partnering closely with clients to develop comprehensive customized financial strategies. His collaborative approach ensures that each plan serves as a detailed and actionable roadmap aligned with clients’ unique goals and aspirations. Tom also serves as the Lenox Group’s Consulting Group Analyst playing a large role in the team’s research, regularly meeting with investment managers, and allocation decisions.

Tom began his career at the Lenox group in 2021 as a Financial Planning Associate after earning his degree in Marketing and Wealth Management from Michigan State University. Since then , he has earned the prestigious CERTIFIED FINANCIAL PLANNER ^® designation and holds the Series 7 and Series 66 licenses, underscoring his commitment to delivering expert financial guidance.

Tom lives in Hoboken, New Jersey. In his free time, he enjoys playing golf and watching sports. His favorite teams are the Giants, the Devils, and the MSU Spartans.

Rhoundy focuses on delivering exceptional financial planning support and personalized client service. In his current role as a Registered Client Services Associate, he works directly with clients to process a range of essential transactions, including trade execution, account updates, and fund transfers. His attention to detail and responsive communication style ensure that each client interaction is efficient, accurate, and aligned with their financial objectives.

Rhoundy graduated from York College- CUNY with a Bachelor of Science in Business Administration, concentrating in Finance. Prior to Joining Morgan Stanley, he built a strong foundation in client relations and financial services as an insurance agent at Equitable Advisors. He currently holds multiple insurance licenses, as well as Series 7 and Series 66 registrations, which allow him to serve clients across a broad spectrum of financial needs with professionalism and insight.

Rhoundy was born in the beautiful South American country of Guyana and came to the United States when he was seven years old. He grew up in Queens, where he still resides today. In his free time, Rhoundy enjoys playing soccer and is an active member of Toastmasters.

Kim offers a depth of experience in client account administration that allows her to efficiently and effectively provide support to clients. She spends time getting to know clients and their families during the account opening process and then assists them with managing their accounts going forward. From helping clients navigate Morgan Stanley’s online services, facilitating income tax reporting, transferring funds or assuring that powers of attorney are on file when necessary, Kim is an integral part of the team who provides the highest level of client service and ensures all administrative processes run smoothly.

Kim Joined the Lenox Group at Morgan Stanley in 2011, bringing with her a strong background in client service and operational support within the financial services industry. Prior to joining Morgan Stanley, she served as a Sales Assistant at Vanderbilt Securities on Long Island. Kim began her career in 2007 at a predecessor firm to Morgan Stanley, where she provided comprehensive administrative support to the Corporate Stock Plan Group in the Garden City, NY office. She holds the series 7, 63, and 65 licenses.

Kim and her husband, Sam, reside on Long Island with their dog and three cats. Outside of work, she enjoys reading, baking, and traveling.

Bill plays a key role within the Lenox Group, with primary responsibilities that include executing trades, managing account administration, and overseeing fund transfers. He serves as a central point of contact for clients, ensuring that operational needs handled efficiently and accurately. Bills strong attention to detail and deep understanding of financial systems allow him to support both clients and advisors in navigating complex transactions. His commitment to precision and responsiveness contributes directly to the team’s ability to deliver a seamless and dependable client experience.

Bill began his career in the financial services industry in 2007 with a predecessor firm to Morgan Stanley, gaining an early experience in client service and operational support. He joined the Lenox Group in 2010, where he has continued to grow professionally, taking on increasing responsibilities across account management, trading, and administrative operations. Bill is a graduate of the City University Of New York, where he earned a Bachelor of Arts in Business Administration. His academic foundation, combined with over a decade of hands-on industry experience, has equipped him with a strong understanding of financial markets, compliance standards, and client relationship management. He holds both the Series 7 and Series 63 securities licenses.

Bill resides in Queens, NY, with his dog, Buddy. In his free time, he enjoys spending time with his friends and family, and is an avid poker player.

Anthony has extensive experience in assisting clients across multiple areas of financial services. His primary responsibilities include assisting clients with stocks and options trading as well as fixed income investing, and wealth account management.

Anthony joined Morgan Stanley in 2018 as a Senior Registered Associate, bringing with him nearly two decades of experience in services. Prior to joining the Lenox Group, he worked with clients on corporate stock plan account management, fixed income investments, and active trading strategies of stocks and options. Anthony currently holds the Series 7 and Series 63 security licenses, which enable him to offer a broad range of investment solutions tailored to client needs. His deep industry knowledge and hands-on approach helps clients navigate complex financial decisions with confidence and clarity.

Anthony is fluent in Italian and conversational Spanish. With this knowledge of language, he is able to assist a wider variety of clients with there financial needs. In his spare time, he enjoys playing tennis, jogging, and watching sports.