M. Robin Krasny
Managing Director, Private Wealth Advisor, Senior Portfolio Management Director
Phone:
(212) 893-6374(212) 893-6374
Stephen Gadze
Financial Advisor,
Financial Planning Specialist,
Global Sports and Entertainment Associate Director,
Workplace Advisor - Equity Compensation
Direct:
(212) 893-6406(212) 893-6406
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Stephen Gadze is a Financial Advisor for the Altera Wealth Management Group at Morgan Stanley. He primarily provides comprehensive wealth solutions to multi-generational families - private equity, venture capital and hedge fund partners - corporate executives - and professionals in the sports and entertainment industry. As a Financial Planning Specialist, he takes pride in helping his clients navigate their unique situations by implementing a holistic wealth plan that involves identifying goals, managing risk and conducting systematic reviews for ongoing monitoring. His understanding of tax efficient investing, portfolio construction and alternative investments factor into to his clients long-term success in their bespoke plan.
Stephen’s career began at Morgan Stanley in 2015 while he attended Fairfield University and received one of their coveted internship positions. Following his internship, he gained institutional sales experience at Russell Investments as a Summer Analyst. He eventually transitioned back to the retail side of finance to pursue his passion for working with private and corporate clients on a more personal level. Up until early 2022 Stephen worked as an Associate for various Morgan Stanley advisors where he’s demonstrated his knowledge and industry experience, and leveraged Morgan Stanley’s invaluable resources to support high net worth and ultra-high net worth clientele.
A dual citizen, having grown up in a first-generation Croatian American household, Stephen truly understands the importance of establishing a solid foundation to allow for current generations to thrive and to preserve wealth for future generations to come. Intertwining his family values and professional life, Stephen helps families communicate about money and matter that are important to them in order to help them meet their needs and goals. Naturally a leader and team player, he truly believes in success by collaboration. Ultimately, in his role as a Financial Advisor, he receives great satisfaction by means of surrounding himself with influential individuals in order to create opportunities for his clients.
Stephen attended the Dolan School of Business at Fairfield University where he obtained a Bachelor’s degree in Finance with concentrations in Economics and Information Systems. A former 4 year NCAA Division I Men’s Soccer player, he still enjoys playing soccer at a “competitive” amateur level. Through the Fairfield Athletics Monarch Program and Fairfield University Friends of Soccer, Stephen coaches and mentors NCAA Division I student-athletes by helping them prepare for life after sports and school. Given his Croatian heritage, Stephen has also spent time with the NY chapter of Association of Croatian American Professionals Foundation, and is an active member in his Croatian-American Parish Community of Sts. Cyril & Methodius & St. Raphael's Catholic Church.
Stephen’s career began at Morgan Stanley in 2015 while he attended Fairfield University and received one of their coveted internship positions. Following his internship, he gained institutional sales experience at Russell Investments as a Summer Analyst. He eventually transitioned back to the retail side of finance to pursue his passion for working with private and corporate clients on a more personal level. Up until early 2022 Stephen worked as an Associate for various Morgan Stanley advisors where he’s demonstrated his knowledge and industry experience, and leveraged Morgan Stanley’s invaluable resources to support high net worth and ultra-high net worth clientele.
A dual citizen, having grown up in a first-generation Croatian American household, Stephen truly understands the importance of establishing a solid foundation to allow for current generations to thrive and to preserve wealth for future generations to come. Intertwining his family values and professional life, Stephen helps families communicate about money and matter that are important to them in order to help them meet their needs and goals. Naturally a leader and team player, he truly believes in success by collaboration. Ultimately, in his role as a Financial Advisor, he receives great satisfaction by means of surrounding himself with influential individuals in order to create opportunities for his clients.
Stephen attended the Dolan School of Business at Fairfield University where he obtained a Bachelor’s degree in Finance with concentrations in Economics and Information Systems. A former 4 year NCAA Division I Men’s Soccer player, he still enjoys playing soccer at a “competitive” amateur level. Through the Fairfield Athletics Monarch Program and Fairfield University Friends of Soccer, Stephen coaches and mentors NCAA Division I student-athletes by helping them prepare for life after sports and school. Given his Croatian heritage, Stephen has also spent time with the NY chapter of Association of Croatian American Professionals Foundation, and is an active member in his Croatian-American Parish Community of Sts. Cyril & Methodius & St. Raphael's Catholic Church.
Securities Agent: VI, SD, WV, PR, ND, MS, LA, ID, IA, HI, AZ, AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2420989
NMLS#: 2420989
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Altera Wealth Management Group is a boutique wealth management practice at Morgan Stanley providing holistic advice and institutional level service to help our clients achieve their investment, wealth transfer and philanthropic goals.
A twelve-member team with diverse backgrounds and a strong moral compass, we work with affluent individuals and multi-generational families, foundations and organizations who value close relationships with seasoned advisors.
Drawing on nearly 200 years of combined investment, tax and planning experience, our team delivers the full range of family office services within the confines of a highly respected global organization.
It is truly a privilege and a responsibility to advise our clients. We realize that relationships are built over time and that trust must be earned.
A twelve-member team with diverse backgrounds and a strong moral compass, we work with affluent individuals and multi-generational families, foundations and organizations who value close relationships with seasoned advisors.
Drawing on nearly 200 years of combined investment, tax and planning experience, our team delivers the full range of family office services within the confines of a highly respected global organization.
It is truly a privilege and a responsibility to advise our clients. We realize that relationships are built over time and that trust must be earned.
Financial Literacy
Playbook: Your Guide to Life & Money
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Playbook: A Woman’s Guide to Life & Money
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Graduating College A Whole New World
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Saving A Penny Saved Is a Penny Earned
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Investing Cut the Bull the Bear Basics of Investing
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Starting a Business Setting Up Shop
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Tying the Knot To Half and to Whole
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Buying a Home Making Moves
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Starting a Family from Dollars to Diapers
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Family Matters Invest in What Counts
Click here to learn moreRESOURCES
Trust, Tax & Estate Planning
Comprehensive overview for creating a successful Trust, Tax & Estate Plan
Tax Efficient Investing
Integrate tax considerations into your investment strategy throughout the year
Alternatives Investments
Incorporate Alternative Investments into your overall allocation to diversify your exposure
Market Updates
Library of current market trends
Entrepreneur Toolkit
Click here to learn more
Concentrated Position Toolkit
Click here to learn more
Charitable Giving
Click here to learn more
Art and Assets
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Preparing for Divorce
Click here to learn more
Private Markets
Click here to learn moreLocation
399 Park Ave 24th
Fl
New York, NY 10022
US
Direct:
(212) 893-6406(212) 893-6406
Meet My Team
Mark Howard Lewis
Managing Director, Private Wealth Advisor, Wealth Management, Global Sports and Entertainment Director, Workplace Advisor - Equity Compensation, Family Wealth Director, Lending Specialist
Phone:
(212) 893-6474(212) 893-6474
Jill Schildkraut-Katz
Managing Director, Private Wealth Advisor, Workplace Advisor- Equity Compensation, Alternative Investments Director
Phone:
(212) 893-6494(212) 893-6494
Kerner Smith, CPWA®
Private Wealth Advisor, Alternative Investments Director, Executive Financial Services Director, Workplace Advisor - Equity Compensation
Phone:
(212) 271-0408(212) 271-0408
Iris Gomez
Vice President, Group Director
Phone:
(212) 893-6448(212) 893-6448
David Noveck
Director of Investments
Phone:
(212) 893-6350(212) 893-6350
Rachel Yadao
Assistant Vice President, Wealth Management Associate
Phone:
(212) 893-6563(212) 893-6563
Olesya Reyenger, CFA®
Portfolio Management Associate Director
Phone:
(212) 893-6485(212) 893-6485
Stephen Anzalone
Wealth Management Associate
Phone:
(212) 893-6352(212) 893-6352
Adam S Feldstein
Registered Client Service Associate
Phone:
(212) 893-6353(212) 893-6353
Emma Cohen
Registered Client Service Associate
Phone:
(212) 893-6583(212) 893-6583
About M. Robin Krasny
A founding partner of the Altera Wealth Management Group. Robin Krasny works with multi-generational families, private equity and hedge fund partners, corporate executives and not-for-profit organizations.
Robin has been recognized by Barron’s magazine as a “Top 100 Women Financial Advisor” for each of the past five years. Forbes honored her as a Top Woman Advisor in 2019 and 2020, and as a Best in State of New York Wealth Advisor in 2020.* Robin has also been a member of Morgan Stanley’s Chairman’s or President’s Council since 2016, most recently President's Club in 2023.
Drawing on nearly 40 years of diverse financial markets experience, Robin is responsible for creating customized investment portfolios for the Altera Wealth Management Group’s clients. She has earned the designation of Senior Portfolio Manager and is responsible for managing the team’s stock portfolios.
Robin spent the first half of her career working in the institutional markets, based in New York and London. She began with Morgan Stanley in fixed-income sales and later moved to Oppenheimer and Co. to focus on emerging markets equities. In 2000, Robin made a millennial career change and began working with private clients. Along with Mark Lewis, she founded the Altera Wealth Management Group (formerly KL Wealth Management Group) at UBS in 2004. Robin and Mark moved the team to Smith Barney (now Morgan Stanley) in 2011.
Active with a number of not-for-profit organizations, she serves as a board member for Prep for Prep, Jazz at Lincoln Center and the Women in Leadership initiative at Princeton University. Robin has hired and mentored Prep for Prep interns every summer since 2004.
Robin graduated from Princeton University with a B.A. and from Harvard Business School with an MBA. She is an avid annual attendee of the New Orleans Jazz and Heritage Festival and maintains homes in New York City and Dunewood, Fire Island.
*2018, 2019, 2020, 2021, 2022 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2018, 2019, 2020, 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
2019, 2020 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2020). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.
Robin has been recognized by Barron’s magazine as a “Top 100 Women Financial Advisor” for each of the past five years. Forbes honored her as a Top Woman Advisor in 2019 and 2020, and as a Best in State of New York Wealth Advisor in 2020.* Robin has also been a member of Morgan Stanley’s Chairman’s or President’s Council since 2016, most recently President's Club in 2023.
Drawing on nearly 40 years of diverse financial markets experience, Robin is responsible for creating customized investment portfolios for the Altera Wealth Management Group’s clients. She has earned the designation of Senior Portfolio Manager and is responsible for managing the team’s stock portfolios.
Robin spent the first half of her career working in the institutional markets, based in New York and London. She began with Morgan Stanley in fixed-income sales and later moved to Oppenheimer and Co. to focus on emerging markets equities. In 2000, Robin made a millennial career change and began working with private clients. Along with Mark Lewis, she founded the Altera Wealth Management Group (formerly KL Wealth Management Group) at UBS in 2004. Robin and Mark moved the team to Smith Barney (now Morgan Stanley) in 2011.
Active with a number of not-for-profit organizations, she serves as a board member for Prep for Prep, Jazz at Lincoln Center and the Women in Leadership initiative at Princeton University. Robin has hired and mentored Prep for Prep interns every summer since 2004.
Robin graduated from Princeton University with a B.A. and from Harvard Business School with an MBA. She is an avid annual attendee of the New Orleans Jazz and Heritage Festival and maintains homes in New York City and Dunewood, Fire Island.
*2018, 2019, 2020, 2021, 2022 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2018, 2019, 2020, 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.
2019, 2020 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2020). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Jan 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 - 6/30/19.
Securities Agent: GA, NH, MI, HI, FL, UT, NJ, LA, IL, CT, DC, WA, RI, NM, MO, VA, MT, DE, CA, OH, MN, ME, AZ, AL, NY, NV, NC, MD, MA, ID, CO, SD, KS, WY, PR, NE, IN, VT, TX, PA, OR; General Securities Representative; Investment Advisor Representative
About Mark Howard Lewis
A founding partner of the Altera Wealth Management Group, Mark Lewis works with an affluent clientele of multi-generational families, private equity and hedge fund partners, corporate executives, professionals within the sports and entertainment industry and not-for-profit organizations.
Over the course of his 20-year wealth management career, Mark has received widespread recognition within the firm and the financial services industry. He was named as a Forbes’ Magazine Best in State Wealth Advisor of New York in 2020-2022. Mark has been a member of Morgan Stanley’s President’s Council since 2016, most recently in 2023, and is part of a select group of Morgan Stanley Advisors who has earned the designation of Global Sports and Entertainment Director. He is regularly asked to participate in pilot programs for Morgan Stanley’s risk and technical initiatives.
Mark is responsible for all operational aspects of the Altera Wealth Management Group. As Chief Operating Officer for the team, Mark oversees the due diligence, asset allocation and manager selection process. Under Mark’s leadership, the Altera Wealth Management Group has built a proprietary platform that can be customized to help meet the needs of each client’s unique situation.
Mark began his career as a financial analyst and portfolio accountant for CMS Financial Services (now Convergent Wealth Advisors) in Washington, D.C. He joined CIBC Oppenheimer in 2000 before moving to Paine Webber (later UBS) in 2001. Along with Robin Krasny, Mark founded the Altera Wealth Management Group (formerly KL Wealth Management Group) in 2004.
Mark has served on the Manhattan Leadership Council of The American Cancer Society since 2006 and is a member of Prep for Prep’s Associates Council. He has hired and mentored Prep for Prep interns every summer since 2004.
Mark graduated from The American University in Washington, D.C. with a B.S. in Business Administration and a concentration in Finance. A semi-retired basketball player and a little league coach, Mark lives in New York City with his wife Sara, son Dylan, and daughter Sloane.
2020, 2021, 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Over the course of his 20-year wealth management career, Mark has received widespread recognition within the firm and the financial services industry. He was named as a Forbes’ Magazine Best in State Wealth Advisor of New York in 2020-2022. Mark has been a member of Morgan Stanley’s President’s Council since 2016, most recently in 2023, and is part of a select group of Morgan Stanley Advisors who has earned the designation of Global Sports and Entertainment Director. He is regularly asked to participate in pilot programs for Morgan Stanley’s risk and technical initiatives.
Mark is responsible for all operational aspects of the Altera Wealth Management Group. As Chief Operating Officer for the team, Mark oversees the due diligence, asset allocation and manager selection process. Under Mark’s leadership, the Altera Wealth Management Group has built a proprietary platform that can be customized to help meet the needs of each client’s unique situation.
Mark began his career as a financial analyst and portfolio accountant for CMS Financial Services (now Convergent Wealth Advisors) in Washington, D.C. He joined CIBC Oppenheimer in 2000 before moving to Paine Webber (later UBS) in 2001. Along with Robin Krasny, Mark founded the Altera Wealth Management Group (formerly KL Wealth Management Group) in 2004.
Mark has served on the Manhattan Leadership Council of The American Cancer Society since 2006 and is a member of Prep for Prep’s Associates Council. He has hired and mentored Prep for Prep interns every summer since 2004.
Mark graduated from The American University in Washington, D.C. with a B.S. in Business Administration and a concentration in Finance. A semi-retired basketball player and a little league coach, Mark lives in New York City with his wife Sara, son Dylan, and daughter Sloane.
2020, 2021, 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: AZ, DC, UT, SD, NH, LA, NJ, MD, CT, CO, WA, OR, MI, MA, DE, CA, VA, NM, PA, OH, NV, HI, PR, NC, IN, ID, AL, RI, NY, MT, KS, WY, VT, TX, MO, MN, ME, IL, GA, FL, NE; General Securities Representative; Investment Advisor Representative
About Jill Schildkraut-Katz
Jill Schildkraut-Katz is a Managing Director and Partner in the Altera Wealth Management Group at Morgan Stanley. She provides comprehensive wealth management services to multi-generational families, private equity and hedge fund partners, corporate executives and not-for-profit organizations, helping them to achieve their investment, wealth transfer and philanthropic goals. She also works with private business owners on pre-transaction planning, and with financial professionals on strategies to complement their core business exposure. Jill strategically helps advise clients on how to structure their personal balance sheets utilizing investments, lending solutions and estate planning strategies.
Jill has over 30 years of experience working in private wealth management, banking and investment banking in New York and London. Prior to joining Morgan Stanley in 2017, she spent seven years as a Senior Advisor and Team Lead at the J.P. Morgan Private Bank and almost 14 years at Merrill Lynch in a variety of roles including leading a global capital markets solutions group.
In 2023, Jill was recognized as a MAKER at Morgan Stanley—an initiative dedicated to celebrating women and men who are culture carriers, groundbreakers, innovators and champions of women’s achievement. Jill serves as President Emeritus of Women In Wealth: LIFT, an advocacy and business development network of Morgan Stanley women from the NY-Metro Region dedicated to supporting peers to help achieve business success and realize meaningful connections with their clients. While at Merrill Lynch, Jill was appointed to the firm’s Diversity & Inclusion Counsel, was a founding member and Co-Head of the Global Markets and Investment Banking Women’s Leadership Counsel and was a recipient of the Leadership in Diversity award.
Jill has been a member of the Stephen Wise Free Synagogue Board of Trustees, the UJA Women’s Executive Circle, the Feminist Institute Advisory Board and both the Horace Mann School and Trevor Day School Parents’ Association Executive Boards. She is a two-time participant in the Covenant House Sleep Out to raise money and awareness for the homeless and vulnerable youths.
Jill graduated from The University of Michigan Ross School of Business with a BBA in Finance and The Wharton School at the University of Pennsylvania with an MBA in Finance. She lives in New York City with her husband Steve, son Ethan, daughter Sydney and puppy Chloe.
In 2023, the Altera Wealth Management Group was named to the list of Forbes Best-In-State Wealth Management Teams.
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.
Jill has over 30 years of experience working in private wealth management, banking and investment banking in New York and London. Prior to joining Morgan Stanley in 2017, she spent seven years as a Senior Advisor and Team Lead at the J.P. Morgan Private Bank and almost 14 years at Merrill Lynch in a variety of roles including leading a global capital markets solutions group.
In 2023, Jill was recognized as a MAKER at Morgan Stanley—an initiative dedicated to celebrating women and men who are culture carriers, groundbreakers, innovators and champions of women’s achievement. Jill serves as President Emeritus of Women In Wealth: LIFT, an advocacy and business development network of Morgan Stanley women from the NY-Metro Region dedicated to supporting peers to help achieve business success and realize meaningful connections with their clients. While at Merrill Lynch, Jill was appointed to the firm’s Diversity & Inclusion Counsel, was a founding member and Co-Head of the Global Markets and Investment Banking Women’s Leadership Counsel and was a recipient of the Leadership in Diversity award.
Jill has been a member of the Stephen Wise Free Synagogue Board of Trustees, the UJA Women’s Executive Circle, the Feminist Institute Advisory Board and both the Horace Mann School and Trevor Day School Parents’ Association Executive Boards. She is a two-time participant in the Covenant House Sleep Out to raise money and awareness for the homeless and vulnerable youths.
Jill graduated from The University of Michigan Ross School of Business with a BBA in Finance and The Wharton School at the University of Pennsylvania with an MBA in Finance. She lives in New York City with her husband Steve, son Ethan, daughter Sydney and puppy Chloe.
In 2023, the Altera Wealth Management Group was named to the list of Forbes Best-In-State Wealth Management Teams.
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.
Securities Agent: CO, VT, NM, TX, NC, KS, WY, PR, ME, LA, DE, NH, MN, MI, IL, ID, VA, GA, DC, CA, PA, NY, NV, UT, OH, NE, MT, HI, AL, SD, AZ, RI, OR, MD, WA, NJ, MO, MA, IN, FL, CT; General Securities Principal; General Securities Representative; Investment Advisor Representative
About Kerner Smith, CPWA®
In the startup world, time is scarce and execution is critical -- traditional thinking, process and advice can be costly.
As former Founder, Kerner understands the importance of an entrepreneurial mindset, maniacal optimization and an obsessive client-first mentality. And as a Certified Private Wealth Advisor® professional and Partner of the Forbes-ranked Altera Wealth Management Group* -- a boutique practice within Morgan Stanley’s prestigious Private Wealth Management division -- Kerner’s clients benefit from nearly 200 years of experience and the intellectual capital required for creative solutions to complex problems.
Prior to his startup days Kerner spent ten years at KeyBanc advising many of the Firm's largest institutional clients on their investments, culminating Salesperson of the Year honors and a promotion to Managing Director at age 33. After an accomplished Wall Street career, Kerner co-founded DISCERN (B2B SaaS/FinTech) in 2010 where he served as Chief Revenue Officer and helped close a Series A funding. With nearly two decades of financial and startup experience, Kerner joined Morgan Stanley in 2017 to bring his distinctive background and skill set to Founders, Private Companies and Professional Investors.
Kerner graduated from Cornell University with a B.S. in Applied Economics, Management and Marketing and completed the CPWA® certification program through the Yale School of Management. As a competitive swimmer, Kerner was an NCAA Division I EISL finalist at Cornell and 5-time High School All-American at Phillips Exeter Academy.
On a personal level, Kerner's passions include fitness training, Brazilian Jiu-Jitsu, skiing, hiking, golf and hosting Founder-focused events. After twenty years in New York City, Kerner moved to Los Angeles in 2020 to formally establish Altera’s California presence, where many of the Team's clients reside.
*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.
As former Founder, Kerner understands the importance of an entrepreneurial mindset, maniacal optimization and an obsessive client-first mentality. And as a Certified Private Wealth Advisor® professional and Partner of the Forbes-ranked Altera Wealth Management Group* -- a boutique practice within Morgan Stanley’s prestigious Private Wealth Management division -- Kerner’s clients benefit from nearly 200 years of experience and the intellectual capital required for creative solutions to complex problems.
Prior to his startup days Kerner spent ten years at KeyBanc advising many of the Firm's largest institutional clients on their investments, culminating Salesperson of the Year honors and a promotion to Managing Director at age 33. After an accomplished Wall Street career, Kerner co-founded DISCERN (B2B SaaS/FinTech) in 2010 where he served as Chief Revenue Officer and helped close a Series A funding. With nearly two decades of financial and startup experience, Kerner joined Morgan Stanley in 2017 to bring his distinctive background and skill set to Founders, Private Companies and Professional Investors.
Kerner graduated from Cornell University with a B.S. in Applied Economics, Management and Marketing and completed the CPWA® certification program through the Yale School of Management. As a competitive swimmer, Kerner was an NCAA Division I EISL finalist at Cornell and 5-time High School All-American at Phillips Exeter Academy.
On a personal level, Kerner's passions include fitness training, Brazilian Jiu-Jitsu, skiing, hiking, golf and hosting Founder-focused events. After twenty years in New York City, Kerner moved to Los Angeles in 2020 to formally establish Altera’s California presence, where many of the Team's clients reside.
*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.
Securities Agent: NJ, CO, VA, MT, MD, CT, CA, VT, FL, UT, PR, NH, IN, NY, MA, HI, WA, OH, GA, AZ, SD, OR, NE, MO, LA, AL, WY, NV, MI, DE, DC, TX, PA, NC, MN, IL, ID, RI, NM, ME, KS; General Securities Representative; Investment Advisor Representative
About Iris Gomez
Iris has worked in the financial services industry for over 27 years. She joined Morgan Stanley Wealth Management in May of 2016 as a Client Service Professional where she focused on the Ultra High Net worth market. After completing the firm’s Leadership Readiness program, Iris became the Business Service Manager for our 399 Park Avenue Complex, the firm’s Flagship Complex. As the Business Service Manager, Iris worked closely with Complex Management to supervise, manage and support all service functions, partnering with leading teams and advisors in both domestic and international markets.
Iris earned her degree in Business Management from Borough of Manhattan Community College. She speaks English and Spanish and holds the following FINRA licenses: Series 7, 63, 24, 9, 10, 66, and 3. She resides in New Jersey with her husband and three children.
Iris Gomez, our team Group Director, has forged a direct relationship with a rural school district in the Dominican Republic. She organizes an annual drive to personally deliver needed books, school supplies, arts and educational games. In addition, she has hosted a celebration at the school to celebrate with the students and the members of the community.
Iris earned her degree in Business Management from Borough of Manhattan Community College. She speaks English and Spanish and holds the following FINRA licenses: Series 7, 63, 24, 9, 10, 66, and 3. She resides in New Jersey with her husband and three children.
Iris Gomez, our team Group Director, has forged a direct relationship with a rural school district in the Dominican Republic. She organizes an annual drive to personally deliver needed books, school supplies, arts and educational games. In addition, she has hosted a celebration at the school to celebrate with the students and the members of the community.
About David Noveck
David Noveck provides analytical support to the team’s Advisors by monitoring market conditions, maintaining investment models, and reviewing client allocations. Prior to joining Morgan Stanley in 2016, David worked at Wells Fargo Advisors as a Registered Client Associate for two years.
David completed his MBA at NYU stern School of Business in Spring 2020 with dual specializations in Quantitative and Corporate Finance. He completed his undergraduate studies at the University of Maryland’s Robert H. Smith Schools of Business in 2013. David holds Series 7 and 66 licenses. Originally a New Jersey native, he now lives in Murray Hill, Manhattan.
David completed his MBA at NYU stern School of Business in Spring 2020 with dual specializations in Quantitative and Corporate Finance. He completed his undergraduate studies at the University of Maryland’s Robert H. Smith Schools of Business in 2013. David holds Series 7 and 66 licenses. Originally a New Jersey native, he now lives in Murray Hill, Manhattan.
About Rachel Yadao
Drawing on 17 years of experience in the financial services industry, Rachel Yadao provides operational and service support to the team’s Advisors and clients. Her responsibilities include opening new accounts and handling account transfers, foreign currency transactions, managed account operations and credit line accounts. Rachel joined the team at UBS Financial Services in 2008 and moved with them to Morgan Stanley in 2011. Prior to working at UBS, she spent four years working at Oppenheimer as a Registered Sales Assistant.
Rachel graduated from Bernard M. Baruch College with a BBA in Finance, and has earned Series 3, 7 and 66 licenses. She lives in Queens, NY and has two children, Matthew and Amia.
Rachel graduated from Bernard M. Baruch College with a BBA in Finance, and has earned Series 3, 7 and 66 licenses. She lives in Queens, NY and has two children, Matthew and Amia.
About Olesya Reyenger
Olesya provides client and portfolio support to Altera Wealth Management Group’s Advisors. She performs investment research and portfolio holdings review, analyzes market conditions and trends, as well as aggregates key metrics in relation to client investment objectives.
Before joining Altera in 2022, Olesya was a Manager with Morgan Stanley Finance division since 2017 focusing on accounting, reporting, and analysis of Private Equity. She examined key metrics of fund performance based on factors such as sector, geographic location, and leverage level. Additionally, Olesya maintained a financial model for PnL allocation and conducted sensitivity analysis of leveraged funds to assess the impact of adverse market conditions. Further, she analyzed Collaterized Loan Obligations PnL in response to changes in credit markets and interest rate movements.
Olesya holds a CFA charter, a CPA license, (Olesya does not offer accounting or tax advise in her current role with Morgan Stanley) and completed her MBA at Rutgers Business School and her Bachelor’s at Baruch College.
In her free time, Olesya enjoys movies and radio shows from the 30s and 40s and is a self-described old soul.
Before joining Altera in 2022, Olesya was a Manager with Morgan Stanley Finance division since 2017 focusing on accounting, reporting, and analysis of Private Equity. She examined key metrics of fund performance based on factors such as sector, geographic location, and leverage level. Additionally, Olesya maintained a financial model for PnL allocation and conducted sensitivity analysis of leveraged funds to assess the impact of adverse market conditions. Further, she analyzed Collaterized Loan Obligations PnL in response to changes in credit markets and interest rate movements.
Olesya holds a CFA charter, a CPA license, (Olesya does not offer accounting or tax advise in her current role with Morgan Stanley) and completed her MBA at Rutgers Business School and her Bachelor’s at Baruch College.
In her free time, Olesya enjoys movies and radio shows from the 30s and 40s and is a self-described old soul.
About Stephen Anzalone
Stephen Anzalone is a Wealth Management Associate at Morgan Stanley, bringing a wealth of experience to his role as a member of the Altera Wealth Management Group. After joining Morgan Stanley in 2022, Stephen boasts a strong foundation in Wealth Management, having begun his journey as a junior financial advisor.
Throughout his career, Stephen has acquired his Series 7 and Series 66 licenses, Insurance licenses, as well as the CERTIFIED FINANCIAL PLANNER™ designation. His professional experience includes Financial Planning, Insurance solutions, Estate Planning strategies, and showcasing his comprehensive wealth management strategies tailored to a client's needs.
Stephen's academic background includes a B.B.A. in Finance from Hofstra University. Outside of work, he is an ardent supporter of philanthropic initiatives. Notably, he serves as a team leader for the Long Beach Polar Bears, an organization renowned for its annual "Polar Plunge" fundraising event benefiting the Make-A-Wish Foundation. This involvement reflects Stephen's unwavering commitment to giving back to the community and making a positive impact.
With a rich blend of experience, qualifications, and a passion for both financial knowledge and community service, Stephen Anzalone strives to empower his clients in their journey towards financial success.
Throughout his career, Stephen has acquired his Series 7 and Series 66 licenses, Insurance licenses, as well as the CERTIFIED FINANCIAL PLANNER™ designation. His professional experience includes Financial Planning, Insurance solutions, Estate Planning strategies, and showcasing his comprehensive wealth management strategies tailored to a client's needs.
Stephen's academic background includes a B.B.A. in Finance from Hofstra University. Outside of work, he is an ardent supporter of philanthropic initiatives. Notably, he serves as a team leader for the Long Beach Polar Bears, an organization renowned for its annual "Polar Plunge" fundraising event benefiting the Make-A-Wish Foundation. This involvement reflects Stephen's unwavering commitment to giving back to the community and making a positive impact.
With a rich blend of experience, qualifications, and a passion for both financial knowledge and community service, Stephen Anzalone strives to empower his clients in their journey towards financial success.
About Emma Cohen
Emma Cohen is a Registered Client Service Associate for The Altera Wealth Management Group at Morgan Stanley. She began her career as an intern with Morgan Stanley, which transitioned into a permanent role at the firm. Emma joined the Altera Wealth Management Group in 2022 and has been an excellent resource for clients and the other members of the team. She is highly organized and is able to anticipate a client’s needs. Emma works closely with the other members of the Altera team and has become an invaluable member of the group.
Emma was born and raised in a multi-generational house in Scarsdale, New York. She graduated from the University of Maryland with a Bachelor of Science and since graduating she has moved back to New York.
Emma loves to spend time with her family and feels very lucky to have such a close-knit family. In her free time she enjoys to travel, try new food, and to knit with her grandmother. Emma is an avid reader and always looking for book recommendations. She also enjoys puzzles and is yet to find one she can't complete. Emma has a passion for helping her community and volunteers at a local shelter where she helps foster dogs in need.
Emma was born and raised in a multi-generational house in Scarsdale, New York. She graduated from the University of Maryland with a Bachelor of Science and since graduating she has moved back to New York.
Emma loves to spend time with her family and feels very lucky to have such a close-knit family. In her free time she enjoys to travel, try new food, and to knit with her grandmother. Emma is an avid reader and always looking for book recommendations. She also enjoys puzzles and is yet to find one she can't complete. Emma has a passion for helping her community and volunteers at a local shelter where she helps foster dogs in need.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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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.
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
Ready to start a conversation? Contact Stephen Gadze today.
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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.
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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)
