NEO Wealth Management Group at Morgan Stanley

Peter Carfagna, CFP^®, CPWA^®, MBA
Managing Director, Wealth Management
Financial Advisor
Family Wealth Director
Alternative Investments Director
Global Sports and Entertainment Director
Financial Planning Specialist

How Peter Can Help You
Peter focuses on helping families, business owners, executives, and athletes navigate life’s most important financial transitions. He and his team work with individuals and families facing complex planning needs, including liquidity events, business succession, retirement planning, wealth transfer, and multigenerational stewardship. Drawing on his experience working with successful professionals, entrepreneurs, and sports industry clients, Peter helps coordinate strategies designed to preserve wealth, align family goals, and create lasting legacies across generations. His approach emphasizes comprehensive planning, objective advice, and personalized solutions tailored to each client’s unique circumstances.

What Makes Peter Knowledgeable
Peter has worked in the financial services industry for more than 25 years and has been with Morgan Stanley since 2012. He holds the CERTIFIED FINANCIAL PLANNER^® and Certified Private Wealth Advisor designations, which indicate his extensive training, education, and examination in custom financial planning and ultra-high-net-worth planning. Within the firm, Peter has earned the prestigious Morgan Stanley Family Wealth Director designation, which reflects his knowledge of estate planning strategies, business succession planning, wealth transfer, trust services, philanthropy, and family office resources used by ultra-high-net-worth families. He was also named a Morgan Stanley Global Sports & Entertainment Director, representing a specialized wealth management division dedicated to serving the unique and complex needs of athletes, entertainers, creators, and top professionals in the sports and entertainment industries. Peter holds a bachelor’s degree from Harvard University and an M.B.A. from Case Western Reserve University.
Peter’s interest in wealth management began during college when he interned with a private wealth management firm that served professional athletes. As a collegiate football player, he saw an opportunity to combine his passions for business and sports. After graduation, he continued with the firm, gaining firsthand experience advising high-net-worth individuals who required sophisticated planning, personalized service, and objective guidance—principles that continue to shape his approach today. Prior to joining Morgan Stanley in 2012, Peter spent several years in private equity helping acquire, operate, and sell professional baseball teams across the country, as well as interests in other businesses.

Getting to Know Peter
Outside the office, Peter has served on numerous community and nonprofit boards, including as past president of the Harvard Club of Northeast Ohio; a board member of the Nature Center at Shaker Lakes, Ruffing Montessori School, and Lake Erie College; former advisory board member for the American Cancer Society's 2026 Discovery Ball and former finance committee member of the Cleveland Skating Club. Peter lives in Shaker Heights, Ohio. In his free time, he enjoys being with his family, watching sports, exercising, traveling, and exploring new dining experiences.

Janet brings more than 17 years of experience to her role as a Certified Financial Planner™ and Financial Advisor at Morgan Stanley. She enjoys building deep relationships with each of her clients, listening carefully to understand the intricate details of their personal wealth stories. For Janet, professional achievement is measured in terms of client well-being and goal achievement, essentially getting them from point A to point B. She believes a comprehensive financial plan can help enable clients to maintain financial strength throughout their lives, while effectively navigating today’s complex financial markets.

Like many professionals, Janet has enjoyed more than one successful career. Prior to working in financial services, she was the Director of Finance and Administration at University Hospitals of Cleveland/Case Center for Imaging Research, where she managed the department budget, led various projects and supervised staff members. Janet joined Morgan Stanley in 2007 for the opportunity to work more directly with people, helping them achieve their goals and make a real difference in the quality of their lives. She credits her mother for always encouraging her to explore a career that combines her love of finance with her love for helping others. Becoming a Financial Advisor was the perfect fit.

Throughout her career, Janet has remained committed to professional development, earning her Certified Financial PlannerTM (CFP^®) designation in 2010 and her Certified Divorce Financial Analyst^® (CDFA^®) certification in 2019. Most recently, she was named a Workplace Advisor – Equity Compensation at Morgan Stanley, helping executives integrate the equity awards they receive from their employer into an overall wealth management plan. Janet earned her B.B.A. degree from St. Thomas University in Miami, Florida and her M.B.A. from Case Western Reserve University in 2006.

A long-time resident of Highland Heights, Janet is a former President and Board member of the Hillcrest Rotary Club and serves on the finance committee for her church. She is an avid reader, plays piano, and loves to travel and spend time with her blended family.


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.

Charlie joined Morgan Stanley in 2014. He is passionate about helping his clients plan for their future, so they feel more comfortable. His goal to remove their anxiety and instill confidence that they’re creating a legacy that can span generations. Charlie’s primary focus at the NEO Wealth Management Group is corporate cash management, as well as fixed income strategies for individuals and institutions. He plays an integral role in developing strategies for individuals with concentrated stock positions.

Charlie graduated from the Carroll School of Management at Boston College, where he also played football. He began in the financial industry in 1993 where he worked at the Chicago Board of Trade. As Charlie’s career evolved, he went on to Key Bank and JPMorgan where his focused in institutional fixed income planning and frequently worked with C-Suite Executives.

Charlie and his wife are raising four sons and live in Chagrin Falls, Ohio, where they play a lot of sports together. He actively supports Boys Hope/Girls Hope and is heavily involved in coaching youth sports locally, including football, basketball and lacrosse.

Cleav grew up on the Alabama Gulf Coast and went on to earn his Bachelor’s degree at Auburn University. With more than 25 years of experience in the financial services industry, Cleav brings a wealth of knowledge and a broad perspective of the investment world to his clients. While he has enjoyed success as a resident director as well as numerous leadership positions over the years, Cleav finds the greatest joy in serving clients and helping them articulate and achieve their most important goals.

He believes that the firm’s “open architecture” platform gives him the flexibility to choose money managers, asset classes, individual securities and strategies designed to help achieve specific client objectives. Cleav also has extensive business and real estate experience which allows him to be more comprehensive in the guidance for his clients. He has been recognized for his talents and success by being awarded to the prestigious Chairman’s Club.

Cleav, and his wife Jennifer, have two children, Cam and Marissa. The family splits their time between Lake Martin, Alabama and Chagrin Falls, Ohio. He values his time with his family and enjoys traveling, boating, classic cars and playing music.

Camille Fisher - Senior Client Service Associate
Phone:
(216) 360-8611
Email:Camille.Fisher@morganstanley.com
Having spent more than 20 years in the financial services industry, Camille has served in many roles from cashier to Operations Manager to Resident Directors Assistant. Often the first point of contact she takes a strong personal interest in getting to know each client. She focuses on utilizing her deep job knowledge to deliver exceptional service to our clients and their families. Her goal is to make the wealth management process as easy as possible for our clients so they can focus on enjoying the life they have worked so hard to achieve.

Camille resides in Willoughby. Outside of work she enjoys cooking, reading, spending time with friends and family.

Sherma Harris is a financial services professional with experience supporting clients, teams, and organizational operations. A graduate of the University of Connecticut, she has held roles at Morgan Stanley, Avondale Partners, and J.M. Lummis & Company, where she developed expertise in financial services, administration, and client support.
Sherma is known for building strong relationships, fostering collaboration, and helping streamline operations to deliver excellent client service. She is also committed to community engagement and has supported educational and diversity initiatives through Morgan Stanley’s HBCU programs.
Outside of her career, Sherma is a devoted wife to her husband, Napoleon, and a proud mother to their daughters, Grace and Kara. She enjoys traveling and spending time with her family while remaining active in faith and service.