Marc Karetsky | Sylvia Gort

(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 works with wealthy individuals and their families, charitable organizations and corporations. He creates strategies to build, manage, protect and transition wealth. The team advises on over $1.8 billion of invested assets, as of March 2023.
 
Marc has been recognized since 2018 as Top 400 as Financial Adviser by the Financial Times, and by Forbes Magazine’s list of Best-In-State Wealth Advisors. Most recently, Marc was recognized as a 2021 and 2023 Barron’s Top 1,200 Financial Advisor. 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. In addition, Marc is a mentor in the Student Sponsor Partners program mentoring a young high school student. Marc lives in New York City with his wife, Melissa, an entrepreneur. Their two New York City born sons are now pursuing careers in entertainment and finance in Los Angeles.

"2018, 2019, 2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17

"​2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."

"2021, 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2021, 2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award."

(404) 846-1303   Direct
(404) 693-4980   Mobile
(917) 338-0429   Fax
Sylvia.Gort@Morganstanleypwm.com


With over 35 years of experience in private and commercial banking, Sylvia contributes to the creation of comprehensive wealth management plans for the team’s clients, with a particular focus on their cash management, lending and trust needs.
 
Sylvia has been recognized from 2019 to 2023 as a Best-In-State Wealth Advisors by Forbes Magazine’s list and as a Forbes’ list of Top Women Wealth Advisors from 2020 to 2024.

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 a 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, co-chair of Women in Wealth Atlanta chapter and a member of Morgan Stanley’s National Diversity & Inclusion Council. Sylvia resides in Atlanta.

Named to the 2023 Forbes Best-In-State Wealth Management Teams Ranking
Forbes America’s 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. Awards Disclosures

​2019-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2020-2024 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 2020-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.

Adam joined the Karetsky Gort Wealth Management Group as a Client Service Associate in January 2018. Prior to joining the team, Adam worked for the Morgan Stanley Private Wealth Management in the New York Complex for 10 years as a Service Associate where he supported Management and Private Wealth Advisors.

In his current role, Adam’s primary responsibilities include trading execution, portfolio analysis, asset allocation, and investment performance. Additionally, he conducts research and due diligence on potential investments and alternative investment analysis.

Adam graduated from Northwestern University with an undergraduate degree in Communications. Adam is registered with FINRA and holds both the Series 7 and Series 66 licenses. Adam currently lives in Brooklyn, New York.

Nicole joined the Karetsky Gort Wealth Management Group as a Business Development Associate in January 2019. Prior to joining the team, she worked for the Morgan Stanley Northeast Region as a Regional Client Engagement Associate where she supported Management and Financial Advisers in their business development and modern wealth management practices.

In her current role, Nicole’s primary responsibilities include helping lead the team’s digital strategies, marketing, as well as business development initiatives.

Before arriving to Morgan Stanley, Nicole worked at TEKsystems, an IT staffing and services company, as an Account Manager. She graduated from Siena College with an undergraduate degree in Finance with a concentration in Business Administration. Nicole is registered with FINRA and holds both the Series 7 and Series 66 licenses.

Outside of work, Nicole is an active member of the Women’s Business Alliance group at Morgan Stanley, and participates in various volunteer activities. Nicole lives in New York City with her husband Joseph and their son Bryce.

Claire joined the Karetsky Gort Wealth Management Group as a Client Service Associate in August 2019. Prior to joining the team, Claire worked for Morgan Stanley Wealth Management in Long Island where she served as a Registered Associate.

In her current role, her primary responsibilities include cash management, lending services as well as general account and investment administration.

Before arriving to Morgan Stanley, Claire worked at AXA Advisors in the Financial Professionals program in New York, NY. Claire received her undergraduate degree in Finance at Providence College. Claire is registered with FINRA and holds both the Series 7 and Series 66 licenses. She currently lives in New York City.

Dexter is the newest member of the the Karetsky Gort Wealth Management Group joining as a Private Wealth Management Team Associate. Prior to joining the team, he went through Morgan Stanley’s Wealth Management Rotational Analyst Program, where he spent time in Operational Risk and the Market Research and Strategy group within the Global Investment Office.

In his current role, Dexter focuses on client acquisition strategy, relationship management, and capital markets analysis.

Prior to joining Morgan Stanley, Dexter received his B.S. in Finance from the A. B. Freeman School of Business at Tulane University. He FINRA registered and holds the Series 7, 63, and 65 licenses.

Dexter lives in Manhattan and enjoys playing guitar, cooking, and spending time with friends and family.