Sage Wealth Management

Drawing on over two decades of portfolio management and financial planning experience, Russell advises clients on the management, preservation and transfer of their wealth. He focuses on fixed income portfolio management, particularly municipal bonds, and he oversees the team’s fixed income, equity and balanced portfolios.

Russell has also earned the Morgan Stanley Family Wealth Director designation, providing the team access to an extended suite of resources to address complex needs such as financial planning, insurance, and multigenerational wealth and estate planning.

Russell joined the team in 1997 at Bear Stearns, where he held the title of Managing Director, after originally entering the industry in 1996 as a fixed income trader focused on municipal bonds. He began his career as an attorney, specializing in securities and antitrust litigation. Russell holds a B.A. degree from the University of Michigan and a J.D. degree from the University of Miami School of Law. Most recently, Russell was named to the Forbes Best-In-State Wealth Advisors list for 2021, 2022 and 2023. Sage Wealth Management was also named to the Forbes Best-In-State Wealth Management Teams for 2023.

Russell is married with three children. In his spare time, he enjoys playing golf.

Serving as Sage’s Chief Investment Officer,  David constructs portfolios customized for each client’s unique investment objectives. David brings 25+ years of investing and financial markets experience to the task. Most recently, he headed Morgan Stanley's Wealth Management Research department, where he managed a team of 125 professionals responsible for creating and delivering investment advice to the firm's 16,000 advisors and $2 trillion in client assets. David's responsibilities spanned global asset allocation, product research and asset manager research for mutual funds, ETFs, and alternatives including private equity, private real estate and hedge funds. He also served as CEO and Board member of Morgan Stanley’s $6 billion publicly traded CGCM fund family.

Before joining Morgan Stanley, David spent 12 years at Goldman Sachs & Co., where he was a co-portfolio manager for $35 billion in institutional equities. One of the funds he co-managed, Goldman Sachs Large-Cap Value, was named the #1 fund in its category in 2004. David earned an MBA from the Wharton School at the University of Pennsylvania and a B.A. in government and law from Lafayette College.

In his spare time, David enjoys playing golf, all racquet sports, country music, and spending time with his wife, two daughters, and dog Leo. 

Ryan creates tailored financial plans centered on clients’ risk tolerance, short-term financial needs and longer-term wealth goals. He serves as the team’s main contact as a Financial Advisor for the accountants and attorneys of Sage’s clients, facilitating productive collaboration between the team and these professionals.

Ryan has worked in financial services for more than 10 years, joining the Sage team in 2011. He began his career at PriceWaterhouseCoopers LLP as a tax associate in the firm’s Wealth Management Tax Services group. In this previous role, he worked with trust, estate and private-foundation clients of several of the country’s largest wealth management firms.

In 2018, Ryan earned the Morgan Stanley Family Wealth Director designation, providing Sage clients with access to an extended suite of resources to address complex needs, such as financial planning, insurance, and multigenerational wealth and estate planning strategies.

In 2018, 2019, 2022, 2023 & 2024 Forbes named Ryan one of the country’s Top Next-Gen Wealth Advisors. He holds a bachelor’s degree in finance from Siena College and has his CERTIFIED FINANCIAL PLANNER™ designation. In addition, Sage Wealth Management was named to the Forbes Best-In-State Wealth Management Teams for 2023.

Ryan resides in Fairfield, Connecticut, with his wife, Courtney, and their daughter, Raegan. In his spare time, Ryan enjoys spending time with his family and friends, as well as golfing.

2018, 2019, 2022, 2023 & 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019, 2022, 2023 & 2024). Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC starting in March until the following March of the year the award given (2018, 2019, 2022, 2023, 2024)

Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

Marc Kassab is an International Client Advisor with Sage Wealth Management at Morgan Stanley. He has over 20 years of experience in financial services. Prior to joining Sage in 2022, Marc worked as an international wealth manager for Safra National Bank.

A caring, hard-working professional, Marc offers his clients the highest level of quality service every day. His commitment to service excellence is the reason he has built a loyal following among his clients and has received numerous referrals throughout his career.

An attentive listener, Marc speaks many languages, which enables him to communicate comfortably and effectively in the mother tongue of his foreign-born clients. He is fluent in Hebrew, Spanish and Portuguese, and conversant in Italian and Arabic.

Born in Brooklyn, Marc serves the financial needs of a wide range of clients, including high-net-worth individuals in the New York metropolitan area. His roster of clients includes professionals, corporate executives, small and large business owners, and multigenerational families.

Given his longevity in the industry and unwavering dedication to service, it is not uncommon for Marc to work with three generations of the same family. With these clients, he has created a strong bond that goes well beyond the typical advisor-client relationship.

Marc is married and has four children. In his free time, he mentors children at his local synagogue, coaches at his local little league and enjoys traveling, running and biking.

A New York University alumnus, Marc holds an undergraduate degree in finance and marketing and a master’s degree in real estate development.

Kristina Olsen Madden advises families on wealth management disciplines at Morgan Stanley. Kristina has been a Financial Advisor at Morgan Stanley since 2016. Prior to joining Morgan Stanley, she worked for Merrill Lynch and Smith Barney in NYC.

She earned her Master’s Degree in Public Relations and Corporate Communications from New York University and Bachelor of Arts from Florida Atlantic University.

Kristina’s community involvement includes being honored as “Woman of the Year” in 2013 for the Leukemia and Lymphoma Society. She was co-chair for YWCA Harmony House in 2016, and board member for Nat King Cole Generation Hope, 2013-2018. Kristina also worked as a campaign manager in 2021 for LLS. In addition, Sage Wealth Management was named to the Forbes Best-In-State Wealth Management Teams for 2023.

Kristina currently resides in Delray Beach, Florida with her husband William Madden.

Forbes Best-In-State Wealth Management Teams (2023)
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

Michael began his career with Morgan Stanley in January 2015. Since joining the Sage Wealth Management team in 2018, he has immersed himself into numerous facets of the business. He works closely with the team's Chief Investment Officer managing all of the discretionary models and ensuring they are properly aligned to each client’s goals. In addition, he conducts research and manager due diligence to ensure all portfolios are up-to-date with the team’s current market thesis. Michael works in tandem with the advisors as a second set of eyes and point of contact for the ultra-high net worth client base. He is often involved in formulating tailored advice for clients, account construction and portfolio management, as well as financial planning. He also serves as the primary point of contact for all unsolicited equity, option and futures orders.

Michael holds FINRA^® Series 7, 63, 65, and 3 licenses as well as the Certified Financial Planner designation. He earned a degree in Finance from Loyola University Maryland’s Sellinger School of Business.

Michael splits his time between his family’s home in Westchester and his own residence in Manhattan. He enjoys playing golf, cooking and is a devout NY Giants and Yankees fan. His goal is to establish a foundation through Morgan Stanley to provide underprivileged New York City neighborhoods with access to basic money management advice and financial planning.

Alexandra is Sage Wealth Management’s Chief of Staff. In this role she leverages 18 years of management experience to help ensure Sage's clients receive an exceptional experience as part of Morgan Stanley Private Wealth Management. Alexandra oversees various aspects of Sage's business including business planning, business development, marketing, and client relationship operations. Alexandra is also responsible for the management and career development of the Support Professionals on the team. Her leadership qualities and experience in developing and executing on strategic initiatives have provided business efficiency and scalability.

Prior to joining Morgan Stanley in 2017, Alexandra worked at Credit Suisse Private Bank where she helped increase the firm’s domestic footprint through Financial Advisor Recruitment. Prior to this she spent 8 years at UBS Private Bank where she managed advisory teams that supported domestic and Latin American clients.

Alexandra holds FINRA^® Series 7 and 66 licenses. She earned a Bachelor of Arts degree from Hamilton College with concentrations in Comparative Literature and Economics.

Alexandra is an animal lover and advocate, volunteering for Distinguished Dobermans Rescue, Inc. where she is the head of social media and fundraising/ events. She is also active in her hometown of Manhasset, NY where she serves as President of the Manhasset Social Club. Outside of the office, she enjoys spending time with her husband, Ryan, and son, Travis.

Robin is a Wealth Management Associate for the Sage Wealth Management team. She is responsible for handling the team’s day-to-day operations and client service requests, which includes money movement, account opening, unsolicited orders and executions, and client relationship building. Robin is dedicated to providing clients with high quality holistic service and leverages over 20 years of experience in financial services to do so.

Robin holds FINRA^® Series 7 and Series 66 licenses and earned a Bachelor of Arts from New York University, with a concentration in Economics.

When she is not working Robin loves all things outdoors, especially running.  Robin participates in numerous running events including completing 6 New York City marathons and 5 International marathons.  Robin is a long time member of the New York Road Runners.

Jillian is a Business Development Associate on the Sage Wealth Management team. Since joining the team, Jillian has acquired a broad range of responsibilities, which include fielding incoming client calls, servicing client accounts, supporting financial advisors and assisting other support professionals on the team to help ensure maximum efficiency. Jillian also focuses on customer relationship management. She maintains a quarterly review calendar to ensure all clients are contacted at least quarterly. She is passionate about delivering excellent service to clients and all Morgan Stanley has to offer.

Jillian holds FINRA^® Series 7 and 66 licenses. She earned a degree in finance and marketing from Loyola University Maryland, where she graduated Cum Laude.

Jillian was born and raised in Long Island, New York. She enjoys spending time with her family and friends.

Randy began his financial services career in 2014. Prior to joining Morgan Stanley, he spent eight years at Merrill Lynch Wealth Management. As a CFP^® professional, he leverages his wealth planning experience and uses a highly personalized approach to address complex needs around investment management, cash flow analysis, insurance, and education planning. Since joining the Sage team in 2022, he has been involved in numerous facets of the business. He works closely with the team’s Chief Investment Officer conducting due diligence and managing the team’s alternative investments platform. In addition, he focuses on the team’s discretionary models and serves as a point of contact for unsolicited equity, option, and futures orders. Lastly, he works in tandem with each advisor addressing the objectives of the team’s ultra-high net worth client base.

Randy holds his Series 7, Series 66, and Series 3 licenses as well as licenses for life and health insurance. He holds a BS in Finance from Rutgers Business School, his CFP^® certification awarded by the Certified Financial Planner Board of Standards and earned his Chartered Retirement Planning Counselor℠ designation by the College for Financial Planning.

Randy is a New Jersey native. He enjoys volunteering his time towards multiple causes, learning new cultures through travel, and remaining active as a lifelong soccer player.

Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Lia joined the Sage Wealth Management team as a Client Service Associate in March of 2022. She currently assists all team members in their daily and long-term operations. Whether it's welcoming clients to visit the Sage offices in person, or assisting in the logistics of a virtual meeting, Lia seeks to provide an exceptional client experience. In addition to her administrative responsibilities, Lia assists senior members of the team in client relationship management.

Although Lia is a New York native, she earned her Bachelor of Arts degree from the University of Wisconsin-Madison. She graduated on the Dean's list with a major in Communication Arts and minored in Technological Studies. In her spare time, Lia enjoys seeing live music, trying her best at trivia, and crossing off films from her bucket-list.

Liam is a Portfolio Associate on the Sage Wealth Management team. Prior to joining Sage, Liam focused on stock plan business at Morgan Stanley, working closely with corporate clients and their equity plan participants.

Liam graduated from Marist College in 2018 with a B.S. in Business Administration with a concentration in Finance. He played lacrosse for their Division 1 lacrosse team. Liam holds his Series 7, Series 66, and Life and Health Insurance licenses.

Liam currently lives in Manhattan and enjoys attending concerts and sporting events.

Ryan is a Rotational Wealth Management Analyst who joined the Sage Wealth Management team in January of 2025. Prior to Sage, he worked with the National Sales Team in the Private Banking Group, and the Morgan Stanley Portfolio Solutions Team within Investment Solutions. While sitting on the Service sub-group of Sage, he will be assisting in relationship management and investment efforts.

Prior to joining Morgan Stanley, Ryan graduated from Vassar College in 2023 with a B.A. in Economics and a minor in Mathematics. He was a four-year member of the baseball team.

Upon graduation, he earned his FINRA^® Series 7, Series 63, and Series 65 licenses.

Ryan enjoys attending concerts, watching the Philadelphia Eagles and Phillies, and playing golf.