New York Pwm East 235 Market Office

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 Morgan Stanley’s New York Private Wealth Management market. In this role, Mike focuses on empowering the market’s Private Wealth Advisors and their teams to grow their practices and deliver superior overall experience to their clients.

The 15 years he spent as a wealth advisor informs Mike’s approach to Market Management. Mike began his career as a Financial Advisor at Kidder Peabody in 1994. He moved to Smith Barney, where he became a Sales Manager, beginning a journey that would progress through increasingly senior management positions at UBS and Morgan Stanley. He assumed the position of Market Manager for New York PWM in 2023 and became a Market Executive in the New York PWM Market in June of 2024.

Mike’s career-long commitment to inclusion within the industry included the founding and management of UBS’ Park Avenue Women’s Forum for nine years, where his dedication to excellence in branch management was also recognized by his invitation to join the firm’s Leadership Council.

Drawing on more than three decades of financial advisory and Field Leadership experience, George Manuelian serves as Market Executive of the PWM East market in New York City.  Responsible for running one of Morgan Stanley’s largest markets at the firm, George supports elite Private Wealth Management teams in their efforts to grow their practices and address the complex, sophisticated needs of client’s families, their businesses, and their philanthropic enterprises.  

Leading up to his current role, George has held field leadership assignments as a Market Manager in New Jersey, Michigan and New York City over the last decade. Among his many career highlights, George was named the Complex Manager of the Year for all Morgan Stanley Wealth Management in 2008, and the Ridgewood Complex he led was named Complex of the Year. His experienced perspective and commitment to the trust based advisor-client relationships have helped maintain our position as one of the fastest growing markets in the country.

George Manuelian graduated from the W. Stillman School of Business at Seton Hall University with a B.S. in Finance. He has guest lectured at Seton Hall University Business School, Montclair State University, Ramapo College and various wealth management conferences and community events. His charitable passions are the Morgan Stanley Children’s Hospital in New York City, the Seton Hall Pirate Blue Fund and the Institution for Educational Advancement for Autistic Children in New Jersey.

George resides in Bergen County, New Jersey, with his wife and three children.

Maura Troy Coolican brings an experienced perspective and extensive internal network to her role as Associate Market Manager for the Morgan Stanley Private Wealth Management Market at the firm’s global headquarters in New York. Maura works with some of the most accomplished Private Wealth Management teams in the United States, supporting their efforts to grow their practices and deliver sophisticated solutions to their clients.

Prior to her current role, Maura held a series of increasingly responsible leadership positions within Morgan Stanley Wealth Management. She served as a member of the Morgan Stanley Wealth Management Committee and the Morgan Stanley@Work Operating Committee. She also 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 a member of the Consulting Group and Investment Solutions operating committees and leadership teams. Maura 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.

As Senior Risk Officer for the Private Wealth Management New York market, Vincent Cioffi focuses on managing enterprise risk while partnering with our Private Wealth Management teams to support their ultra high net worth clients. Vincent and his team regularly navigate complex situations with a multi-jurisdictional lens.
Vincent joined Morgan Stanley in 2011 in the Compliance Division, where he supported the business in navigating the ever-evolving regulatory landscape. In 2017, he 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.

David Budkins brings 25 years of diverse financial services industry experience to his position as the Associate Market Manager for PWM East in the greater New York City market. In this role, Dave is responsible for revenue growth strategies, managing the Financial Advisor Associate Program, attracting and retaining top industry talent, and all other aspects of running the business. David is a passionate leader who brings his experience in practice management and client engagement to bear through partnering with advisors to support the growth of their businesses. He has a particular knack for consulting on branding and has brought together partnerships with some of the largest teams in the industry.

Prior to his current role, Dave was Head of Advanced Advisor Development for Morgan Stanley Wealth Management, where he led a team responsible for practice management strategies and conferences. He also interviewed hundreds of top advisors across the firm to gain firsthand insight into how they built and scaled their practices to optimize for organic growth. The proprietary practice management platform he developed was named the Top Advisor Development Program by the MMI/Barron’s Industry Awards, and he oversaw the enhancement of the firm’s recognition programs, including Barron’s and Forbes, and the modernization of the firm’s designations platform. 

Prior to this position, David was the Head of Home Loans Marketing for the Private Banking Group and an Associate Private Banker within NY Metro, covering over 150 advisors and their clients. Before Morgan Stanley, David held several roles in sales and business development at Citigroup and Experian.

David has an MBA from Fordham University, and a bachelor’s of science in business
management from Quinnipiac University. He lives in Greenwich, Connecticut, where he is an avid golfer, baseball coach and supportive “girl dad” at his daughters’ dance recitals.

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.

A Morgan Stanley veteran of 28 years, Michael Kuhner oversees the efforts of more than 180 support professionals in the firm’s Private Wealth Management East Market in New York City. Michael leads a service management team that is responsible for all operational and client service activities. He works to maintain and implement a strong service model through ongoing training and communication for support staff. Michael also works in close partnership with the senior risk officer to institute the necessary compliance requirements for the market.

Michael began his career in operations at a Morgan Stanley predecessor firm, Smith Barney and Solomon Smith Barney, and worked his way up through the management ranks. His long tenure has helped him build strong relationships with his colleagues and strategic associations throughout the organization. He has had the opportunity to supervise a diverse range of branches, including those with an international focus, ultra high net worth concentration, and commodities and futures specialties, and a managed money business. Michael also served for two years on the Firm’s Market Business Service Officer National Council, which works with senior management on operational initiatives, new procedures and improvements to processes that enhance the branch service organization.

A graduate of Five Towns College in Dix Hills, New York, Michael received his degree in business administration with a concentration in audio engineering. Michael lives with his wife and three daughters in Brooklyn, New York. In his free time, he enjoys giving back to his local community by coaching his daughters’ softball teams and volunteering at his church.

Drawing on more than 15 years of experience supporting Morgan Stanley Financial Advisors, Tyres Jones serves as Associate Manager of the Morgan Stanley Private Wealth Management Market in New York City. Tyres works closely with some of the most accomplished Private Wealth Advisors in the United States, supporting their efforts to grow their practices and deliver an outstanding overall wealth management experience to their clients.

Prior to his current role, Tyres served as the Associate Market Manager for Morgan Stanley’s 399 Park Avenue Market. In addition to developing relationships with leading Financial Advisory teams, his focus was on facilitating the integration of firm strategy and modern wealth management practices. Tyres earlier served as Business Development Manager for the firm’s Chicago West Complex, where he was responsible for sales support and campaigning initiatives. Tyres began his career as an Analyst in Morgan Stanley’s Minnesota Dakota Market, supporting efforts to drive revenues and working closely with the market’s risk managers to reduce risk exposures.

Tyres earned a B.S. in business administration with a concentration in finance from Seton Hall University and is currently a Level II candidate for the Chartered Financial Analyst (CFA^®) designation. He is a huge fan of the New York Mets and Green Bay Packers.

Erik Lanza has been with Morgan Stanley since 2011, starting in Middle Markets,
where integrity, authenticity and exceptional service were expected at all times no matter the situation. In 2013, Erik became a Client Service Associate, supporting multiple Financial Advisors. In this role, he reinforced his skills and knowledge related to equities, fixed income, service and compliance. He then moved to the local risk team in 2015, where he focused solely on risk management in order to support various business lines. He is now a Senior Market Risk Officer, creating partnerships that contribute to the success of the Park Avenue Plaza Market.

Outside of Morgan Stanley, Erik enjoys playing music, attending concerts and maximizing quality time with his wife, Nicole, and his special dog named Sauce.

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 and ultra high net worth 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 the latter 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.