Milton Point Group at Morgan Stanley

Henry Keating
Executive Director, Wealth Management
Alternative Investments Director
Financial Advisor

Henry co-founded The Milton Point Group and brings more than 30 years of financial experience to every client he advises. He began his career at Citibank but soon realized that his passion lay with helping individual clients achieve their aspirations through customized investment strategies. “I derive great satisfaction out of guiding clients through various life stages and providing them with solutions to the challenges they face,” he says. “Many of my clients have been with me for several decades.”

Henry joined Morgan Stanley in 2011, a time when alternative investments were beginning to be recognized as an important component of clients’ asset allocations. He earned Morgan Stanley’s prestigious Alternative Investment Director designation and believes that carefully chosen alternatives can decrease volatility while adding to a portfolio’s overall return. “I was a Political Science major in college,” he explains, “and like my major, Alternatives demand a study of not only finance, but economics, business and politics.”

A graduate of Wittenburg University in Ohio, Henry grew up in Darien, Connecticut and now resides in Wilton with his wife, Karen. Over the years, he has been active in his community, having served on several boards, while supporting charitable organizations like Folds of Honor, and sponsoring golf tournaments at local clubs. He and Karen are the proud parents of three adult children who live in NYC and are establishing their own successful careers.

Paul Olivo, CIMA^®
Senior Vice President
Certified Investment Management Analyst
Financial Advisor

Paul co-founded The Milton Point Group in 2025, and like the team’s other co-founders, he brings decades of experience to the clients he serves. His career began as an intern at PaineWebber where he realized how much he enjoyed interacting with clients and helping them surmount the obstacles standing between them and their financial goals.

“I’m endlessly fascinated by my clients’ stories,” he says. “How they got to where they are, what their areas of expertise are, and what they hope to achieve for themselves and their families.” Paul is a major proponent of financial planning and believes that if his client relationships begin with a plan, solutions will naturally follow. Those solutions include investments, but also go far beyond client portfolios to encompass retirement plans and financing strategies for growing businesses, exit strategies for business owners, and equity compensation guidance for corporate executives. In addition, Paul is a Certified Investment Management Analyst (CIMA^®), a credential that enables him to evaluate third party investment managers and determine whether they have a place in the team’s client portfolios.

“The firm’s Consulting Group is unmatched in its ability to research asset managers for performance, risk assumed to achieve that performance, organizational excellence and other critical criteria,” he explains, “but my CIMA training has helped me determine whether asset management in public markets is a viable idea for certain clients or whether alternatives like private equity, credit or real estate might make more sense in certain cases.”

Paul grew up in Crestwood and still resides there with his wife Sandra and their two teenage sons, Peter and Paul. He is an active alumnus of Fordham Prep and takes a lead role in supporting the school’s lacrosse team through its Top Corners Club.

John Soliman
Senior Vice President
Alternative Investments Director
Financial Planning Specialist
Financial Advisor

John co-founded The Milton Point Group in 2025, and like the team’s other co-founders, provides clients with advice that includes their investments but goes far beyond to encompass retirement planning, estate planning, insurance – in short, virtually every aspect of their financial lives. He began his career while still in college, working at a local Citibank branch where he realized how much he enjoyed helping clients meet the challenges that could have otherwise affected their ability to reach important financial goals. “I treasure the trust that clients give me,” he says, “and I find it deeply satisfying when they refer me to cousins, in-laws and other family members.”

John joined Morgan Stanley in 2011 and immediately recognized the advantages that the firm offered his clients. “Our Consulting Group researches hundreds of third-party investment managers annually,” he says, “and our Alternatives platform is far more extensive than those available at other firms. In addition, there are always experts available to work with me on especially complex issues like helping senior executives make the most of their equity compensation.”

Throughout his career, John has focused on educating not only his clients, but himself. He earned the firm’s prestigious Alternative Investments Director and Financial Planning Specialist designations, and outside the office, he teaches school age children and serves as a lector at The Resurrection Church in Rye. He also volunteers at POTS, Part of the Solution, an organization that is committed to fighting poverty and hunger in The Bronx.

John is a graduate of Fordham University. He resides in Rye with his wife Kerry and their two children, Nora and George. When not working with clients, coaching his kids’ sports, and volunteering in the community, he is an avid runner and golfer.

Howard Innerfield
Vice President
Financial Advisor

Howard is the newest member of The Milton Point Group but the Financial Advisor with the longest tenure. After studying business and communications at The University of Florida, he began his career in 1978 when he traded gold for a Wall Street precious metals firm. Two years later, he joined a Morgan Stanley predecessor firm and began working with individual clients on their investments and other aspects of their financial lives.

“I really enjoy dealing with people,” he explains, “and meeting the challenge of helping them achieve their goals through successful investing.”

Howard serves a wide variety of clients, including business owners and senior executives, as well as families seeking greater financial security. Outside the office, he enjoys fishing, golf, and. spending time with his three daughters. In addition, Howard was a professional chef who created memorable dishes at Westchester restaurants before he became a Financial Advisor. “I still love to cook,” he says, “but now I spend most of my time creating what I hope will be memorable portfolios for my clients.”

Steven Beckoff
Vice President
Wealth Management Associate

Steven wears numerous hats in his capacity as The Milton Point Group’s Wealth Management Associate. Financial Advisors look to him for assistance in creating performance reports, researching alternative investments, monitoring client portfolios and executing trades. The team’s Client Service Associates rely on Steven for his administrative acumen and ability to foresee client needs and requirements.

Steven began his financial career at Citibank where he met several of his current colleagues and joined them in their 2016 move to Morgan Stanley. He greatly enjoys interacting with clients and providing them with the assistance they need to track their investment performance and conduct transactions ranging from transferring assets to executing buy and sell orders,

A graduate of University of Massachusetts, Amherst, Steven resides on Long Island with his wife, Jodi, and their two children, Zach and Avery. He enjoys coaching his kids in youth sports and is an active member of his community and synagogue.

Cristen Brady
Registered Client Service Associate

Cristen joined The Milton Point Group in 2023 after spending six years at UBS. There, she worked as a Service Associate and Technology Liaison for her entire branch office. At Morgan Stanley, Cristen performs a wide variety of functions, all of which are designed to help clients simplify their financial lives. From opening accounts and transferring assets to wiring assets for real estate closings and other complex transactions, clients know they can depend on Cristen for prompt, reliable service that is always delivered with patience and care. “I take great satisfaction in realizing that over time, clients have become more and more comfortable with me,” she says. “The relationships I’ve developed with them are my favorite part of what I do.”

Cristen is a graduate of Coastal Carolina University. She and her husband Brian reside in Yonkers.

Vincenzo Costanzo
Registered Client Service Associate

Helping clients transfer assets, complete complex documentation, execute trades – Vin performs a wide variety of operational and administrative functions. Clients depend on him for prompt, attentive service. “I really enjoy interacting with clients,” he says. “They’re all different with different needs and situations, and I find it especially gratifying when I can help them simplify their financial lives.”

Vin joined The Milton Point Group in 2025 after beginning his financial career at Chase Bank. He is a graduate of The University of Tennessee where he majored in Finance with a minor in Entrepreneurship. Someday, he hopes to become a Financial Advisor and realizes how fortunate he is to work with a team that is always willing to offer guidance and advice. When not working with clients, Vin enjoys playing softball and rooting for the Yankees and, of course, the Tennessee Volunteers.

Sue Tomasello
Portfolio Associate

With more than 34 years of financial services experience, Sue understands the importance of getting to know her clients so she can provide them with the personalized service they deserve. That service may include researching accounts for missing cost bases, processing time-consuming paperwork for annuities, and implementing Financial Advisor recommendations by executing trades. “I love what I do,” she says. “Every day is different and there is always something new. I’ve watched our clients go through various life stages and I treasure the confidence they have in me that I will help them meet the challenges they face.”

Sue graduated from Ithaca College with a degree in Business Administration. She also earned a Master’s degree from Wagner College while working full-time in international equities at Merrill Lynch. Throughout her long career, she has worked at several well-known Wall Street firms and is well prepared to serve as an important link between clients and their Financial Advisors. Outside the office, Sue spends much of her time babysitting (and fawning over) her four grandchildren. She has also participated in numerous Morgan Stanley charitable initiatives