Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Risk Management
  • Manager Selection
  • Retirement & Pension Plans
  • Philanthropy Management
  • Consolidated Reporting
  • Hedging Strategies
  • 10b5-(1) Programs
  • Sustainable & Responsible Investing
  • Family Governance & Wealth Education
  • Corporate Stock Plans
Check the background of Our Firm and Investment Professional 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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
  • Clients
    Primarily, we work with families that wish to delegate investment decisions. We create highly customized asset allocations, based on an in-depth understanding of goals, needs and risk tolerance. This translates into a wealth management plan that helps our clients to build, manage, protect and transition their wealth.

    It is our belief that highly affluent families are best served when they approach wealth management as a total family effort. We try to include all family members in the process to create plans that promote family harmony. We work to foster strong relationships with a select group of families, building trust by providing independent, objective and cost-effective guidance.

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
  • Morgan Stanley Wealth Management
  • Institutional Securities Group
  • Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
  • $2.4tn in client assets under management1
  • Morgan Stanley reported revenues of $11.9Bn1
  • More than 55,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
  • $206Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations

Location

3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Direct:
(212) 761-5020(212) 761-5020

Meet Marc Karetsky | Sylvia Gort

Photo of Victor K. Micoretti

Victor K. Micoretti

Wealth Management Associate

About Me

(212) 761-5020   Direct
(917) 924-0837   Mobile
(917) 338-0429   Fax
Marc.Karetsky@Morganstanleypwm.com

Marc Karetsky is a Managing Director, Family Wealth Director, and Portfolio Manager within the Private Wealth Management division at Morgan Stanley. Drawing on over 30 years of experience in the investment advisory business, Marc and his team work with wealthy individuals and their families, charitable organizations and corporations. He creates strategies to help build, manage, preserve and transition wealth. The team advises on over $1.2 billion of invested assets, as of March 2018.

He began his career at Drexel Burnham Lambert, remaining at its successor firm, Smith Barney. He was recognized as one of their top financial consultants and a member of their Directors’ Council. Marc moved on to Bank of America Securities and then to Lehman Brothers Private Investment Management, which became Barclay’s Wealth during his tenure as a Managing Director. He joined Morgan Stanley in 2015.

Marc has been recognized as a 2018 Top 400 Financial Adviser by the Financial Times, and by Forbes Magazine’s inaugural list of Best-In-State Wealth Advisors 2018.  A graduate of Tulane University, Marc continued his financial education at the Wharton School of Business at the University of Pennsylvania, where he successfully earned the Certified Investment Management Analyst® designation.  

At Morgan Stanley, Marc sits on the Private Wealth Advisory Council. He is a past Vice Chairman of the Men’s Division of the Albert Einstein College of Medicine and serves on the Executive Committee and board of trustees of Temple Israel of the City of New York. Marc is an active member of the Yale University and Lehigh University Parents Associations, and is a long-term member of the New York Stock Exchange Hearing Review Board. Marc lives in New York City with his wife, Melissa, an entrepreneur, and their two sons.
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MS, NC, ND, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, WA, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1443758

About Me

(404) 846-1303   Direct
(404) 520-9527   Mobile
(917) 338-0429   Fax
Sylvia.Gort@Morganstanleypwm.com


With over 35 years of experience in private and commercial real estate banking, Sylvia contributes to the creation of comprehensive wealth management plans for the team’s clients, with a particular focus on their banking, lending and trust needs. 

Sylvia joined Morgan Stanley in 2015 from Barclays Wealth (formerly Lehman Brothers Private Investment Management).  She had joined Lehman Brothers in 2003 from Bank of America’s Private Bank, where she had been a Senior Vice President and had an extensive lending career.  Sylvia worked for eleven years in the bank’s Commercial Construction Real Estate Group. She also managed the Georgia lending unit for NationsBank, where she ran an $800 million lending portfolio.  

Sylvia earned a B.B.A. from University of Georgia and her MBA from Georgia State University.  She is on the board of the Atlanta chapter of the American Jewish Committee and resides in Atlanta.
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MS, NC, ND, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, WA, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1428676

About Me

(212) 761-499333 Direct
(917) 338-042933 Fax
Victor.Micoretti@Morganstanleypwm.com


Victor Micoretti fills an extensive range of roles for the team including, marketing, business development, financial planning, investment performance and client reporting. Victor joined the team in 2015, relocating from within Morgan Stanley, where began his career in 2010. Due to his desire to help clients achieve their short and long term goals, Victor has spent the last37 years learning and understanding the investor's every need.

He earned his undergraduate degree in Finance at Long Island University -CW Post in 2011 with a concentration in marketing. Victor currently lives in Long Island City with his Fiance, Sasha.
Securities Agent, Investment Advisor Representative, General Securities Representative; AK; AL; AR; AZ; CA; CO; CT; DC; DE; FL; GA; HI; IA; ID; IL; IN; KS; KY; LA; MA; MD; ME; MI; MN; MO; MS; MT; NC; ND; NE; NH; NJ; NM; NV; NY; OH; OK; OR; PA; PR; RI; SC; SD; TN; TX; UT; VA; VI; VT; WA; WI; WV; WY

About Me

(212) 761-4991333Direct
(917) 338-042933 Fax
Louise.Rogers@Morganstanleypwm.com

Louise Rogers has worked alongside Marc Karetsky for over 20 years, helping to create an outstanding service experience for the Group's clients. Louise's focus is on administrative operations, client services and cash management Prior to joining the team, she worked at Shearson Lehman Brothers and Credit Suisse First Boston in Institutional Sales She joined Morgan Stanley in 2015.

Louise has her master's degree from New York University and lives in New York City.

About Me

Adam Bennett is the newest member of the Karetsky/Gort team. His focus is on trading execution, portfolio analysis, asset allocation, modeling, and investment performance. Before joining the team, Adam has been with Morgan Stanley Private Wealth Management for ten years, most recently as a Senior Service Associate in branch support3

Adam received his undergraduate degree from Northwestern University in 2005 He currently lives in Brooklyn.
Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.
Learn more about Successfully Staffing Your Home

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
The Power of Why

The Power of Why

If you asked me to identify the one thing that successful families have that others don’t, I’d say they have a common purpose. They understand that they share a sense of where they’re going together and what they’re trying to accomplish as...
Learn more about The Power of Why

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

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