Michael Farrell
Managing Director, Market Executive
Phone:
(212) 761-5421(212) 761-5421
Morgan Stanley Private Wealth Management
New York Market Office
1585 Broadway
21st Fl
New York, NY 10036
US
Market:
(212) 761-0700(212) 761-0700
Market Executive
Michael R. FarrellPhone:
(212) 761-5421(212) 761-5421
About Morgan Stanley - Private Wealth Management New York Market
Welcome to Morgan Stanley Private Wealth Management’s New York Market, a dedicated group of professionals focused exclusively on the needs of ultra high net worth individuals, their families and foundations. Located in our Firm’s Global Headquarters, we are ideally positioned to foster connectivity with our institutional businesses. This enables our Private Wealth Advisors to combine their talents with the vast global resources of our firm to help our clients address the complex, multifaceted challenges of managing significant wealth. Our collective goal is to deliver an outstanding service experience while providing the experienced perspectives and specialized resources our clients need to preserve and prudently grow their assets, support their lifestyles and create an enduring legacy.
Founded over 45 years ago, Private Wealth Management has grown to approximately 300 elite teams, including many of the nation’s most accomplished and successful practitioners. With over $619 billion in client assets, we have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources, like Family Governance and Wealth Education, Estate Planning, Philanthropy, and Lifestyle Advisory services.
We always welcome inquiries from those who are seeking professional financial advice and are happy to discuss your specific needs and provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Founded over 45 years ago, Private Wealth Management has grown to approximately 300 elite teams, including many of the nation’s most accomplished and successful practitioners. With over $619 billion in client assets, we have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources, like Family Governance and Wealth Education, Estate Planning, Philanthropy, and Lifestyle Advisory services.
We always welcome inquiries from those who are seeking professional financial advice and are happy to discuss your specific needs and provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Services Provided
- Comprehensive Wealth Planning
- Portfolio Construction
- Asset AllocationFootnote1
- Manager Selection
- Alternative InvestmentsFootnote2
- Proprietary Investment Opportunities
- Investing With Impact
- Hedging Strategies
- Pre-Liquidity Planning
- Lending SolutionsFootnote3
- Family Governance
- Wealth Education
- Philanthropy Management
- Cash Management SolutionsFootnote4
- Lifestyle Advisory ServicesFootnote5
- Single Family Office Advisory
Our Team at Morgan Stanley - Private Wealth Management New York Market
Maura Troy Coolican
Managing Director, Associate Market Manager
Phone:
(212) 761-6230(212) 761-6230
Fjolla Isufaj
Executive Director, Associate Market Manager
Phone:
(212) 761-9186(212) 761-9186
Mark Peppin
Senior Vice President, Market Business Service Officer
Phone:
(212) 761-0669(212) 761-0669
Vincent Cioffi
First Vice President,, Senior Market Risk Officer
Phone:
(212) 705-4511(212) 705-4511
About Michael Farrell
Drawing on 30 years of wealth advisory, sales management and branch management experience, Mike Farrell brings creativity, passion and a unique perspective to his role as Market Manager of the Morgan Stanley’s NY Private Wealth Management Market. In this role, Mike focuses on empowering the complex’ Private Wealth Advisors and their teams to grow their practices and deliver superior overall experience to their clients.
Mike began his career as a Financial Advisor at Kidder Peabody in 1994. He moved to Smith Barney in 2000, where he spent nine years achieving council level production (an internal Smith Barney designation) and rose to the position of Senior Vice President and Sales Manager. In 2009 he returned to UBS as a Sales Manager and Financial Advisor, and was promoted three years later to Branch Manager and Executive Director of the 1251 Avenue of the Americas Branch. While at UBS, Mike was awarded the 2019 Diversity Award for his achievements in founding and running the Park Avenue Women’s Forum for nine years. In addition to his continual commitment to inclusion within the industry, he was recognized as a member of the firm’s Leadership Council, which celebrates excellence in branch management.
Mike joined Morgan Stanley in 2020 as an Executive Director and Sub-Complex Manager of the 1290 Avenue of the Americas Branch at Morgan Stanley. He assumed the position of Market Manager for New York PWM in June of 2023 and became Market Executive of the New York PWM Market in June of 2024.
Mike began his career as a Financial Advisor at Kidder Peabody in 1994. He moved to Smith Barney in 2000, where he spent nine years achieving council level production (an internal Smith Barney designation) and rose to the position of Senior Vice President and Sales Manager. In 2009 he returned to UBS as a Sales Manager and Financial Advisor, and was promoted three years later to Branch Manager and Executive Director of the 1251 Avenue of the Americas Branch. While at UBS, Mike was awarded the 2019 Diversity Award for his achievements in founding and running the Park Avenue Women’s Forum for nine years. In addition to his continual commitment to inclusion within the industry, he was recognized as a member of the firm’s Leadership Council, which celebrates excellence in branch management.
Mike joined Morgan Stanley in 2020 as an Executive Director and Sub-Complex Manager of the 1290 Avenue of the Americas Branch at Morgan Stanley. He assumed the position of Market Manager for New York PWM in June of 2023 and became Market Executive of the New York PWM Market in June of 2024.
About Maura Troy Coolican
Maura is currently Associate Market Manager for the Morgan Stanley Private Wealth Management Market at the Global Headquarters in New York.
Prior to her current role, Maura held a series of increasingly responsible leadership positions within Morgan Stanley Wealth Management. A former member of the Morgan Stanley Wealth Management Committee as well as the Morgan Stanley @ Work Operating Committee, she headed the Retirement Plan Solutions businesses within both the Morgan Stanley @ Work and Graystone Institutional organizations. Before leading the Retirement business, Maura was Director of Portfolio Trading Solutions for the Morgan Stanley Consulting Group advisory businesses in Wealth Management and was a member of the Consulting Group and Investment Solutions operating committees and leadership teams. She joined Morgan Stanley in 2011, starting as a fixed income lead specialist and subsequently took on additional Wealth Management Capital Markets management roles.
Prior to Morgan Stanley, Maura held positions at the Credit Suisse Private Bank as a senior fixed income product specialist and fixed income alternatives specialist as well as sales trader. She began her career at Donaldson, Lufkin and Jenrette, where she served in a similar capacity.
Maura earned her B.A. in Economics and Political Science from the University of North Carolina at Chapel Hill.
Prior to her current role, Maura held a series of increasingly responsible leadership positions within Morgan Stanley Wealth Management. A former member of the Morgan Stanley Wealth Management Committee as well as the Morgan Stanley @ Work Operating Committee, she headed the Retirement Plan Solutions businesses within both the Morgan Stanley @ Work and Graystone Institutional organizations. Before leading the Retirement business, Maura was Director of Portfolio Trading Solutions for the Morgan Stanley Consulting Group advisory businesses in Wealth Management and was a member of the Consulting Group and Investment Solutions operating committees and leadership teams. She joined Morgan Stanley in 2011, starting as a fixed income lead specialist and subsequently took on additional Wealth Management Capital Markets management roles.
Prior to Morgan Stanley, Maura held positions at the Credit Suisse Private Bank as a senior fixed income product specialist and fixed income alternatives specialist as well as sales trader. She began her career at Donaldson, Lufkin and Jenrette, where she served in a similar capacity.
Maura earned her B.A. in Economics and Political Science from the University of North Carolina at Chapel Hill.
About Fjolla Isufaj
Fjolla Isufaj is a seasoned leader in wealth management with over 15 years of experience helping advisors and teams deliver exceptional service to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. As Associate Market Manager for Morgan Stanley Private Wealth Management, based at the firm’s Global Headquarters in New York, she works closely with Private Wealth Advisors and leadership to drive growth, enhance operational excellence, and elevate the client experience. She is passionate about empowering advisors and their teams to expand their practices and deliver tailored financial strategies that meet the sophisticated needs of their clients.
Before joining Morgan Stanley, Fjolla held leadership roles at top financial institutions, including Wells Fargo Advisors, where she served as Executive Director and High Net Worth Branch Manager. In this role, she led a team dedicated to serving clients with $10MM+ in assets and played a key role in shaping the firm’s High-Net-Worth hubs. Her collaboration with Wealth Investment Management Centers of Excellence helped drive advisor engagement, recruitment, and overall business growth.
Fjolla began her career in financial services at J.P. Morgan Chase Bank, where she served as a Private Banker, providing customized wealth management solutions to high-net-worth clients. She specialized in financial planning, sophisticated lending strategies, and relationship management, earning recognition as a National Achiever for her ability to drive new business and deliver outstanding client service.
Before joining Morgan Stanley, Fjolla held leadership roles at top financial institutions, including Wells Fargo Advisors, where she served as Executive Director and High Net Worth Branch Manager. In this role, she led a team dedicated to serving clients with $10MM+ in assets and played a key role in shaping the firm’s High-Net-Worth hubs. Her collaboration with Wealth Investment Management Centers of Excellence helped drive advisor engagement, recruitment, and overall business growth.
Fjolla began her career in financial services at J.P. Morgan Chase Bank, where she served as a Private Banker, providing customized wealth management solutions to high-net-worth clients. She specialized in financial planning, sophisticated lending strategies, and relationship management, earning recognition as a National Achiever for her ability to drive new business and deliver outstanding client service.
About Mark Peppin
Mark Peppin is an experienced professional with nearly 25 years of diverse experience in the financial services industry. Working in close support of Private Wealth Advisors and their teams, Mark focuses on maintaining and enhancing operational excellence throughout the market.
After graduating from St. Norbert College, Mark joined MF Global, where he rose to the position of Business Manager, North American Equities and Equity Derivatives. Managing multiple teams over the course of his tenure, he supported three large institutional trading desks and developed a strong understanding of operations. In 2012, Mark moved to JPMorgan, where he held a variety of roles within the International Private Bank, Corporate Investment Bank and JPMorgan Advisors. These roles afforded him the opportunity to develop a robust understanding of cross-border wealth management and build a reputation as a reliable and trustworthy partner. He moved to Morgan Stanley to assume his current role in 2023.
Mark grew up in St. Paul, Minnesota. In his free time, he enjoys golfing, rooting for his Minnesota hometown teams, and going on day trips outside New York City.
After graduating from St. Norbert College, Mark joined MF Global, where he rose to the position of Business Manager, North American Equities and Equity Derivatives. Managing multiple teams over the course of his tenure, he supported three large institutional trading desks and developed a strong understanding of operations. In 2012, Mark moved to JPMorgan, where he held a variety of roles within the International Private Bank, Corporate Investment Bank and JPMorgan Advisors. These roles afforded him the opportunity to develop a robust understanding of cross-border wealth management and build a reputation as a reliable and trustworthy partner. He moved to Morgan Stanley to assume his current role in 2023.
Mark grew up in St. Paul, Minnesota. In his free time, he enjoys golfing, rooting for his Minnesota hometown teams, and going on day trips outside New York City.
About Vincent Cioffi
Vincent joined Morgan Stanley in 2011 and started his career in the compliance division where he provided support to the business in navigating the ever-evolving regulatory landscape. In 2017, Vincent joined the risk organization and was promoted to Senior Risk Officer in 2022. Vincent is experienced in working across multiple markets in New York City and provides coverage in a diverse range of business lines at the firm.
As Senior Risk Officer for the Private Wealth Management New York Market, Vincent focuses on managing enterprise risk while partnering with our Private Wealth Management teams to support their ultra-high net worth clients. His team regularly navigates complex situations with a multi-jurisdictional lens.
As Senior Risk Officer for the Private Wealth Management New York Market, Vincent focuses on managing enterprise risk while partnering with our Private Wealth Management teams to support their ultra-high net worth clients. His team regularly navigates complex situations with a multi-jurisdictional lens.
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Find a Financial Advisor1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are:NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are:NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 5062008 10/2022