Megan Auslaender
Private Banker
Seth Hurwitz, CFP®, CFA®
Senior Vice President,
Financial Advisor,
Portfolio Management Director,
Lending Specialist
Direct:
(212) 603-6189(212) 603-6189
My Mission Statement
I serve as a trusted advisor to wealth creators and families. I anticipate risks and thoughtfully choose investments so clients can live with greater freedom and confidence.
My Story and Services
I grew up immersed in math and science, wanting to always make the right choices and to better understand the world. After studying economics at Yale, I continued my academic work in behavioral finance at NYU. That foundation shaped how I think about markets, risk, and long-term investing.
My clients are typically entrepreneurs, executives, professionals, and business owners who have accumulated significant wealth but want a thoughtful advisor to help them manage it wisely. I advise them on portfolio construction, investment strategy, liquidity events, concentrated stock positions, and life planning. My work is grounded in disciplined investment principles and behavioral insight, helping clients avoid the common errors that undermine long-term financial success.
More than anything, I value my clients and enjoy helping them with important decisions. Markets change, economies evolve, and life brings surprises. My goal is to provide steady wealth management so clients can focus on doing whatever they love most.
My clients are typically entrepreneurs, executives, professionals, and business owners who have accumulated significant wealth but want a thoughtful advisor to help them manage it wisely. I advise them on portfolio construction, investment strategy, liquidity events, concentrated stock positions, and life planning. My work is grounded in disciplined investment principles and behavioral insight, helping clients avoid the common errors that undermine long-term financial success.
More than anything, I value my clients and enjoy helping them with important decisions. Markets change, economies evolve, and life brings surprises. My goal is to provide steady wealth management so clients can focus on doing whatever they love most.
Securities Agent: DE, PA, OH, MI, GA, CA, VT, TX, MA, WV, NY, FL, NC, CO, SC, OR, NJ, MD, VA, NV, CT, NM, AZ, AL, WI, ME, LA, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1296270
NMLS#: 1296270
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
How I Think About Investing
Successful investing is not about predicting markets—it is about managing uncertainty and staying on the leading edge of thought. My investment philosophy draws heavily from institutional investing principles: diversify intelligently, control costs, manage risk carefully, and maintain discipline through changing market environments.
I believe that portfolio construction should reflect both economic realities and human behavior. Investors often make costly mistakes during periods of fear, excitement, or calm. By combining rigorous investment analysis with insights from behavioral finance, I build portfolios designed to help endure across multiple market cycles. The goal is not short-term overperformance. It is consistent long-term growth.
I believe that portfolio construction should reflect both economic realities and human behavior. Investors often make costly mistakes during periods of fear, excitement, or calm. By combining rigorous investment analysis with insights from behavioral finance, I build portfolios designed to help endure across multiple market cycles. The goal is not short-term overperformance. It is consistent long-term growth.
Who I Advise
I work best with thoughtful individuals and families who value disciplined thinking, long-term relationships, and a highly personalized approach. My clients are typically entrepreneurs, executives, and professionals who have built substantial wealth and value intellectual rigor over showmanship.
These clients typically face complex financial situations—diversifying concentrated positions, managing liquidity events, planning for generational wealth, or rearranging investment strategies after life changes.
These clients typically face complex financial situations—diversifying concentrated positions, managing liquidity events, planning for generational wealth, or rearranging investment strategies after life changes.
Working with me, you can expect that I will:
Develop an investment strategy aligned with your goals
Set up a long-term financial plan
Help you through uncomfortable market periods
Construct personalized tax-aware portfolios
Advise on complex life decisions.
Communicate with your tax specialist
Set up a long-term financial plan
Help you through uncomfortable market periods
Construct personalized tax-aware portfolios
Advise on complex life decisions.
Communicate with your tax specialist
Client Service Team
Marco Rima - Assistant Vice President, Business Development Associate
Phone:
(212) 603-6225(212) 603-6225
Email:marco.rima@morganstanley.com
Olivia Whitmore - Client Service Associate
Phone:
(212) 230-3679(212) 230-3679
Email:olivia.whitmore@morganstanley.com
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 603-6189(212) 603-6189
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Victor Elezaj
Trust Specialist
Angelo Loumbas
Family Office Resource Generalist
About Megan Auslaender
Megan Auslaender is a Private Banker serving Morgan Stanley Wealth Management offices in New York City.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Megan began her career in financial services in 2007 and joined Morgan Stanley in 2010 as a Wealth Management Associate. Prior to being promoted to her current position, she served as an Associate Private Banker in New York and Massachusetts. Before she joined the firm, she was a Registered Sales Assistant for Johnston, Lemon & Company Inc. in Washington, DC.
Megan is a graduate of Pennsylvania State University where she received a Bachelor of Science in Economics. She lives in Manhattan with her husband and two daughters. Outside of the office, she enjoys spending time with her
family, exploring the city, and traveling.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Megan began her career in financial services in 2007 and joined Morgan Stanley in 2010 as a Wealth Management Associate. Prior to being promoted to her current position, she served as an Associate Private Banker in New York and Massachusetts. Before she joined the firm, she was a Registered Sales Assistant for Johnston, Lemon & Company Inc. in Washington, DC.
Megan is a graduate of Pennsylvania State University where she received a Bachelor of Science in Economics. She lives in Manhattan with her husband and two daughters. Outside of the office, she enjoys spending time with her
family, exploring the city, and traveling.
NMLS#: 1418876
About Victor Elezaj
Victor Elezaj has over 29 years of experience in the wealth management industry helping families who possess significant wealth to preserve, protect, and distribute their wealth consistent with their most important priorities. He spent the past four years with Edward Jones Trust Company, initially as a Trust Consultant responsible for onboarding new Trust Company relationships. For the past three years, Victor served as the Trust Company’s first
Senior Trust and Wealth Strategist. In this capacity, Victor was responsible for providing estate and legacy planning advice and guidance, as well as delivering Edward Jones Trust Company capabilities to Edward Jones clients in the Northeast and Mid-Atlantic markets. In addition, over the past two years Victor supported the firm’s build and subsequent roll out of Edward Jones’ first high-net-worth (HNW) and ultra-high-net-worth (UHNW) Private Client platform as the dedicated Trust and Wealth Strategist on the HNW Client Development team.
Prior to joining Edward Jones Trust Company, Victor spent 23 years at Merrill Lynch. For the majority of his career at Merrill Lynch, Victor was a Trust and Estate Specialist/Wealth Strategist responsible for the introduction of Merrill Lynch Trust Company/U.S. Trust services and capabilities to Merrill Lynch clients in the Northeast. In this role, Victor partnered with Merrill Lynch Financial Advisors to work collaboratively with HNW/UHNW clients and their tax and legal counsel to update financial and estate plans, or to initiate incremental planning. Victor also partnered with Financial Advisors to serve Private Foundations and Endowments by providing fiduciary investment guidance and philanthropic consulting delivered through Merrill Lynch Trust Company/U.S. Trust.
Victor attended Pace University in Pleasantville, NY where he studied Economics. He resides in Waccabuc, NY, where he enjoys spending time with his wife and son.
Senior Trust and Wealth Strategist. In this capacity, Victor was responsible for providing estate and legacy planning advice and guidance, as well as delivering Edward Jones Trust Company capabilities to Edward Jones clients in the Northeast and Mid-Atlantic markets. In addition, over the past two years Victor supported the firm’s build and subsequent roll out of Edward Jones’ first high-net-worth (HNW) and ultra-high-net-worth (UHNW) Private Client platform as the dedicated Trust and Wealth Strategist on the HNW Client Development team.
Prior to joining Edward Jones Trust Company, Victor spent 23 years at Merrill Lynch. For the majority of his career at Merrill Lynch, Victor was a Trust and Estate Specialist/Wealth Strategist responsible for the introduction of Merrill Lynch Trust Company/U.S. Trust services and capabilities to Merrill Lynch clients in the Northeast. In this role, Victor partnered with Merrill Lynch Financial Advisors to work collaboratively with HNW/UHNW clients and their tax and legal counsel to update financial and estate plans, or to initiate incremental planning. Victor also partnered with Financial Advisors to serve Private Foundations and Endowments by providing fiduciary investment guidance and philanthropic consulting delivered through Merrill Lynch Trust Company/U.S. Trust.
Victor attended Pace University in Pleasantville, NY where he studied Economics. He resides in Waccabuc, NY, where he enjoys spending time with his wife and son.
About Angelo Loumbas
Angelo is the Family Office Resources Generalist in the Northeast Region. Angelo provides in depth knowledge to ultra-high net worth (UHNW) clients and Financial Advisors across a broad range of family wealth and family office management matters. His area of focus includes family governance, wealth education,, strategic estate and financial planning, philanthropy management, lifestyle advisory, and customized asset allocation and portfolio construction. Angelo has over 25 years’ experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago and now residing in Westchester County, New York, , Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. He is admitted to the Society of Trust and Estate Practitioners and has been asked to speak over the years before tax, trust and estate committees of estate planning councils and other organizations. Angelo has also contributed thought leadership through Morgan Stanley’s Family Legacy and Governance Institute leadership series and authored an article for Barrons.com, “Should I Invest in My Kid’s Start-Up? Financial Advisors Can Help Clients Decide” (2023).
Angelo has been advising UHNW clients in the financial services industry for over 17 years, with 13 of those years at Morgan Stanley in Chicago and New York. He earned his J.D. from Indiana University at Bloomington, his M.B.A. from the University of Notre Dame, and B.A. from DePaul University. He also holds his Series 7, 66 and 24 licenses. In addition, Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club (2009-2010).
Originally from Chicago and now residing in Westchester County, New York, , Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. He is admitted to the Society of Trust and Estate Practitioners and has been asked to speak over the years before tax, trust and estate committees of estate planning councils and other organizations. Angelo has also contributed thought leadership through Morgan Stanley’s Family Legacy and Governance Institute leadership series and authored an article for Barrons.com, “Should I Invest in My Kid’s Start-Up? Financial Advisors Can Help Clients Decide” (2023).
Angelo has been advising UHNW clients in the financial services industry for over 17 years, with 13 of those years at Morgan Stanley in Chicago and New York. He earned his J.D. from Indiana University at Bloomington, his M.B.A. from the University of Notre Dame, and B.A. from DePaul University. He also holds his Series 7, 66 and 24 licenses. In addition, Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club (2009-2010).
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
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Ready to start a conversation? Contact Seth Hurwitz today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
