Victor Mihaiu
Business Development Director
Phone:
(212) 893-7596(212) 893-7596
Peter Gelwarg
Managing Director, Wealth Management,
Financial Advisor,
Workplace Advisor – Equity Compensation,
Global Sports and Entertainment Director
Direct:
(212) 893-7593(212) 893-7593
My Mission Statement
The MayerGelwarg Group's mission is to help ensure our clients’ financial success. We strive to fulfill this mission by providing fully integrated investment planning and portfolio management solutions, doing so with the highest level of client service.
My Story and Services
Peter’s experience as a tax professional gives him a unique set of skills and outlook when it comes to working with high net worth clients. This enables Peter to focus his practice on integrating advanced wealth enhancing strategies for his clients, in coordination with his clients’ attorneys and accountants. Peter pro-actively integrates advanced planning and investment strategies to help his clients avoid obstacles and harness opportunities to accomplish family goals, and preserve the maximum amount of his clients’ hard earned capital after considering income, estate and gift taxes.
As co-founder and co-managing partner of The MayerGelwarg Group at Morgan Stanley, Peter brings a lifetime of experience to his role as an Executive Director, Financial Advisor at the firm. Prior to co-founding The MayerGelwarg Group in 2011, Peter was a Principal with Bernstein Global Wealth Management and its predecessor firm, Sanford C. Bernstein & Co., which he joined in 1998. Before that, Mr. Gelwarg was a Senior Partner and Director of the Tax, Estate and Financial Planning Department at a mid-size CPA firm in New Jersey.
The MayerGelwarg Group works with wealthy families, privately-held businesses, retirement plans, endowments and foundations to establish family office and multigenerational programs, estate planning, insurance and investment management strategies, pension design and retirement solutions, and charitable giving. Peter’s experience as a tax professional gives him a unique outlook when it comes to working with high net worth clients, enabling him to focus his practice on integrating strategies for his clients in coordination with their attorneys and accountants. Peter pro-actively integrates advanced planning and investment strategies to help his clients avoid obstacles and harness opportunities to accomplish family goals, and preserve the maximum amount of his clients’ hard earned capital after considering income, estate and gift taxes.
Peter holds a B.S. in Accounting from American University. After becoming a Certified Public Accountant (CPA), he went on to earn the professional designation CERTIFIED FINANCIAL PLANNER™ and then to refine his skills, earned a Master of Science Degree in Taxation from Seton Hall University. As an education advocate, earlier in development of his career, Peter was a frequent public speaker at seminars for the New Jersey Society of Certified Public Accountants, for whom he developed seminars focused on integrating investment planning, wealth transfer and tax issues for high net worth families, and the New Jersey Institute of Continuing Legal Education.
Peter is a past member of the NJSCPA, the New Jersey Society of CPAs Financial Planning Committee and the American Institute of Certified Public Accountants. Throughout his career, he has received numerous awards and recognitions, including most recently, Forbes Best-in-State Wealth Advisor in 2019, 2020, and 2021.
Peter grew up in Springfield, New Jersey and now resides in Warren, New Jersey. Outside of work, Peter enjoys spending time with his wife Donna and their son Seth.
As co-founder and co-managing partner of The MayerGelwarg Group at Morgan Stanley, Peter brings a lifetime of experience to his role as an Executive Director, Financial Advisor at the firm. Prior to co-founding The MayerGelwarg Group in 2011, Peter was a Principal with Bernstein Global Wealth Management and its predecessor firm, Sanford C. Bernstein & Co., which he joined in 1998. Before that, Mr. Gelwarg was a Senior Partner and Director of the Tax, Estate and Financial Planning Department at a mid-size CPA firm in New Jersey.
The MayerGelwarg Group works with wealthy families, privately-held businesses, retirement plans, endowments and foundations to establish family office and multigenerational programs, estate planning, insurance and investment management strategies, pension design and retirement solutions, and charitable giving. Peter’s experience as a tax professional gives him a unique outlook when it comes to working with high net worth clients, enabling him to focus his practice on integrating strategies for his clients in coordination with their attorneys and accountants. Peter pro-actively integrates advanced planning and investment strategies to help his clients avoid obstacles and harness opportunities to accomplish family goals, and preserve the maximum amount of his clients’ hard earned capital after considering income, estate and gift taxes.
Peter holds a B.S. in Accounting from American University. After becoming a Certified Public Accountant (CPA), he went on to earn the professional designation CERTIFIED FINANCIAL PLANNER™ and then to refine his skills, earned a Master of Science Degree in Taxation from Seton Hall University. As an education advocate, earlier in development of his career, Peter was a frequent public speaker at seminars for the New Jersey Society of Certified Public Accountants, for whom he developed seminars focused on integrating investment planning, wealth transfer and tax issues for high net worth families, and the New Jersey Institute of Continuing Legal Education.
Peter is a past member of the NJSCPA, the New Jersey Society of CPAs Financial Planning Committee and the American Institute of Certified Public Accountants. Throughout his career, he has received numerous awards and recognitions, including most recently, Forbes Best-in-State Wealth Advisor in 2019, 2020, and 2021.
Peter grew up in Springfield, New Jersey and now resides in Warren, New Jersey. Outside of work, Peter enjoys spending time with his wife Donna and their son Seth.
Securities Agent: RI, OK, NY, NJ, VI, KY, SC, PA, MO, MA, CT, NM, VT, MN, ME, DC, WA, OH, NH, MD, IL, AZ, SD, MS, IN, WY, LA, DE, CO, CA, AK, NV, GA, NC, MT, FL, VA, MI, ID, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1282759
NMLS#: 1282759
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Capital Markets
An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
2024 Income Tax Tables
The Internal Revenue Service has announced the annual inflation adjustments for more than 60 tax provisions for tax year 2024, including the tax rate schedules and other tax changes. This pitchbook provides detailed information about these annual adjustments.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 893-7593(212) 893-7593
Meet My Team
Jacki Lukasik
Senior Client Service Associate
Phone:
(212) 893-7595(212) 893-7595
Tazmin Brumell
Wealth Management Associate
Phone:
(212) 893-7587(212) 893-7587
Seth Gelwarg
Client Service Associate
Phone:
(212) 893-7583(212) 893-7583
About Victor Mihaiu
As a Business Development Director with the MayerGelwarg Group, Victor is the first point of contact for our clients who seek help with account services, financial plans, and investment portfolios. Victor combines relationship management with product experience to cultivate longstanding relationships with our clients. His knowledge of administrative problem solving and portfolio analysis make Victor a meaningful contact for our clients. Victor’s self-starter mindset and willingness to go above and beyond to provide client services makes him an invaluable part of our team. With 17 years of experience as a Wealth Management Associate, Victor is able to deliver the trademark Morgan Stanley “white-glove” service to all of our clients. He holds his Series 7 and 66 Securities registrations and New York Life, Health, and Variable Annuity Insurance licenses.
Victor earned a Bachelor of Business Administration degree in Finance and Investments from Bernard M. Baruch College. A native of Queens, NY, Victor enjoys playing hockey during his spare time.
Victor earned a Bachelor of Business Administration degree in Finance and Investments from Bernard M. Baruch College. A native of Queens, NY, Victor enjoys playing hockey during his spare time.
About Jacki Lukasik
Jacki Lukasik is a Senior Client Service Associate in The MayerGelwarg Group at Morgan Stanley with over twenty years of experience in the investment management industry. She is responsible for all day-to-day administrative aspects of the business and plays a key role in ensuring the operational efficiency of client onboarding and the ongoing management of their accounts. Jacki provides team support for scheduling, online account access, client reporting and portfolio reviews, performance analysis and tax reporting.
Prior to joining Morgan Stanley, Jacki served as a Senior Private Client Administrator for Bernstein Global Wealth Management, assisting Ken Mayer and Peter Gelwarg in the servicing of their clients. Before that, she was a Social Welfare Examiner for Oneida County New York Department of Social Services. Jacki is a graduate of the State University of New York, Oswego with a BA in Interpersonal Communications and Spanish. She is also a Notary Public.
Jacki was raised in Utica, NY and currently resides in Manhattan with her husband Mark. In her free time, she enjoys baking, attending concerts and giving back to her community. Since 2015, Jacki has been an active volunteer with The Birthday Party Project where she plans and holds birthday parties for homeless and transitional shelter children. On Saturday mornings, you will find her volunteering at the St. Mark Food Pantry, where she helps distribute food to those who are in need.
Prior to joining Morgan Stanley, Jacki served as a Senior Private Client Administrator for Bernstein Global Wealth Management, assisting Ken Mayer and Peter Gelwarg in the servicing of their clients. Before that, she was a Social Welfare Examiner for Oneida County New York Department of Social Services. Jacki is a graduate of the State University of New York, Oswego with a BA in Interpersonal Communications and Spanish. She is also a Notary Public.
Jacki was raised in Utica, NY and currently resides in Manhattan with her husband Mark. In her free time, she enjoys baking, attending concerts and giving back to her community. Since 2015, Jacki has been an active volunteer with The Birthday Party Project where she plans and holds birthday parties for homeless and transitional shelter children. On Saturday mornings, you will find her volunteering at the St. Mark Food Pantry, where she helps distribute food to those who are in need.
About Tazmin Brumell
Tazmin started her career in the finance industry in 2013 as an intern, later becoming a Client Associate with a small Brooklyn investment firm. She then spent 5 years working at Wells Fargo Advisors in New York City where she became a Registered Client Associate, obtaining her Series SIE, Series 7 and Series 66. Tazmin continued to work as a Wealth Management Associate at Merrill Lynch before joining the MayerGelwarg Group at Morgan Stanley in January 2023.
Tazmin graduated from Berkeley College with a Bachelor of Business Administration in Financial Services and Magnum Cum Laude Honors. She is also a member of the Phi Theta Kappa Honor Society and Financial Management Association. In her free time, Tazmin enjoys volunteering at her church Full Gospel Assembly and spending time with family and friends.
Tazmin graduated from Berkeley College with a Bachelor of Business Administration in Financial Services and Magnum Cum Laude Honors. She is also a member of the Phi Theta Kappa Honor Society and Financial Management Association. In her free time, Tazmin enjoys volunteering at her church Full Gospel Assembly and spending time with family and friends.
About Seth Gelwarg
Working alongside Victor Mihaiu, Tazmin Brumell, and Jacki Lukasik, Seth serves as a primary point of contact for our clients. His knowledge of the Morgan Stanley platform, continuing development of planning concepts, and relationship building skills enable him to garner a deep understanding of our clients’ complex needs and communicate them effectively to our advisors.
Seth began his career with multiple wealth management internships, gaining early experience at both the Morgan Stanley Private Bank and the J.P. Morgan Private Bank. He graduated from Tulane University with a major in Finance and a minor in Psychology.
Seth’s interest in finance was typified by his experience as an Equity Research Analyst for Tulane’s Darwin Fenner Student Managed Fund. Leading the Large Cap Consumer Discretionary team, Seth and his teammates earned a significant allocation of school investment capital toward his purchase recommendations.
In addition to his interest in finance, Seth has dedicated much time and effort toward charitable causes. During his time as a fraternity officer at Tulane, Seth helped inaugurate a yearly fundraising event to support The Juvenile Diabetes Research Foundation (JDRF), establishing his organization as one of the most prolific yearly charitable contributors on Tulane’s campus. As a high school student, Seth co-organized a winter clothing drive, successfully delivering much needed clothing to a local homeless shelter.
Seth currently holds SIE and Series 66 license as he pursues his Series 7.
In his free time, Seth enjoys baking, reading, tennis, and golf, in addition to time well spent with family and friends.
Seth began his career with multiple wealth management internships, gaining early experience at both the Morgan Stanley Private Bank and the J.P. Morgan Private Bank. He graduated from Tulane University with a major in Finance and a minor in Psychology.
Seth’s interest in finance was typified by his experience as an Equity Research Analyst for Tulane’s Darwin Fenner Student Managed Fund. Leading the Large Cap Consumer Discretionary team, Seth and his teammates earned a significant allocation of school investment capital toward his purchase recommendations.
In addition to his interest in finance, Seth has dedicated much time and effort toward charitable causes. During his time as a fraternity officer at Tulane, Seth helped inaugurate a yearly fundraising event to support The Juvenile Diabetes Research Foundation (JDRF), establishing his organization as one of the most prolific yearly charitable contributors on Tulane’s campus. As a high school student, Seth co-organized a winter clothing drive, successfully delivering much needed clothing to a local homeless shelter.
Seth currently holds SIE and Series 66 license as he pursues his Series 7.
In his free time, Seth enjoys baking, reading, tennis, and golf, in addition to time well spent with family and friends.
Wealth Management
Global Investment Office
Portfolio Insights
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Peter Gelwarg today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
