My Story and Services

Peter Gelwarg, co-founder of The MayerGelwarg Group at Morgan Stanley, brings a distinctive skill set to his role as a Financial Advisor. As an experienced former tax professional (former CPA with a Masters in Taxation / former lead tax partner of a mid-size CPA firm) and financial advisor, Peter focuses on assisting high net worth clients. Peter and our team take a proactive approach, integrating advanced asset preservation and planning strategies with investment management, working closely with clients accountants and attorneys to help our clients achieve their family goals, seeking to grow and preserve their hard-earned wealth across generations, addressing income, estate, and gift taxes matters in an effort to enhance our clients after tax returns.
Before co-founding The MayerGelwarg Group in 2011, after joining in 1998 Peter held a Principal position at Bernstein Global Wealth Management and its predecessor firm, Sanford C. Bernstein & Co. Prior to that, Peter served as a Partner and Director of the Tax, Estate, and Financial Planning Department at a mid-size CPA firm in New Jersey.
Peter's education includes a B.S. in Accounting from American University, followed by becoming a Certified Public Accountant (CPA) and earning the CERTIFIED FINANCIAL PLANNER™ designation. He further honed his skills with a Master of Science Degree in Taxation from Seton Hall University. Earlier in his career, Peter served as a public speaker at seminars for the New Jersey Society of Certified Public Accountants and the New Jersey Institute of Continuing Legal Education, focusing on integrating investment management with financial planning, wealth transfer, and tax matters for high net worth families.
Earlier in his career, Peter was an active member of professional organizations like 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 accolades, including Forbes Best-in-State Wealth Advisor in 2025, 2024, 2023, 2022, 2021, 2020 and 2019.
Peter, originally from Springfield, New Jersey, now resides in Basking Ridge, New Jersey, where he enjoys spending quality time with his wife Donna and their son Seth.

2025, 2024, 2023, 2022, 2021, 2020 and 2019 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2025, 2024, 2023, 2022, 2021, 2020 and 2019). Data compiled by SHOOK Research LLC based 12-month period concluding in June of year prior to the issuance of the award.
Securities Agent: SC, PA, MO, MA, CT, WA, OH, NM, NH, MD, IL, AZ, SD, MS, IN, HI, WY, LA, DE, CO, CA, AK, NV, GA, NC, MT, FL, VA, MI, ID, TX, RI, OK, NY, NJ, VT, MN, ME, DC, VI, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1282759
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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    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.

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    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.

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    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.

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

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    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

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    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
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    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
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    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
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    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

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Location

55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 893-7593(212) 893-7593

Meet My Team

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.

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.

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.

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.
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Portfolio Insights

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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
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Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.

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.
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In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Peter Gelwarg today.
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Awards Disclosures
CRC 6491812 (04/2024)