The 92nd Group

Eliah is an Managing Director and a Senior Investment Management Consultant with Morgan Stanley in the firm’s Private Wealth Management Group. He joined Morgan Stanley in 2004, and has spent his entire career working with ultra-high net worth families. Prior to joining Morgan Stanley, Eliah began his career at JP Morgan’s Private Bank in Chicago and worked for a brief time at Lehman Brothers. In his role, Eliah works with families to understand their investment goals and objectives, and assists in the development and implementation of solutions for these families. Furthermore, Eliah works across generations within families to help ensure long-term relationship continuity, and to ensure the understanding of basic financial principles across the generations. Additionally, Eliah is part of a select group of advisors at Morgan Stanley that has earned the firm’s “Impact Director” designation, qualifying him to create investment portfolios that address issues of sustainability and social change or adhere to religious principles. In 2019, Eliah was first named to the list of Forbes Best-in-State Financial Advisors. He currently serves as the sole Private Wealth Management representative on the Morgan Stanley Great Lakes Region Financial Advisory council.

Eliah and his family are deeply involved with Roberti Community House, which works to provide food and educational resources to help foster talent and skill development in the Waukegan, Illinois community. Eliah is also a direct supporter of the Catholic Charities, Lake Forest Country Day School, Pathways.org and Sinai (Chicago) Health System. Eliah serves on the Parish Council of St. Patrick’s Catholic Church (Lake Forest) and was recently a Board and finance committee member of the Lake Forest Symphony. Eliah received his MBA from the Ross School of Business at the University of Michigan in 2004, with concentrations in finance and corporate strategy. He received his BA magna cum laude in Economics from Northwestern University in 1999. He currently resides in Lake Forest, Illinois with his wife and two daughters.

Disclosures:
​2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes.

Drew is a Wealth Management Associate with Morgan Stanley’s Private Wealth Management division. In his role, Drew supports The 92nd Group with the planning and management of ultra-high net worth client assets. Drew joined The 92nd Group in 2024 after previously serving as an Investment Analyst for the Graystone Consulting, from Morgan Stanley team in Green Bay, Wisconsin. Drew brings to the team over 5 years of industry experience.

Drew graduated from Lake Forest College in 2019 with a B.A. in Finance and concentration in Computer Science. He currently resides in Grayslake, Illinois with his wife, Megan, and their daughter. When away from the office, he enjoys fishing, taking his dog for walks, and spending time with friends and family.


*Disclaimer: This role cannot solicit or provide investment advice

Ben is a PWM Analyst with Morgan Stanley’s Private Wealth Management division. In his role, Ben supports The 92nd Group with the planning and management of ultra-high net worth client assets. Ben joined The 92nd Group in 2023 after previously supporting the team as an intern in 2022.

Ben graduated from Northwestern University with a BA in Economics, minoring in Computer Science. During his time at Northwestern, he served as a Student Ambassador for Movember, a global charity that raises awareness and funds for men’s health issues. In his free time, he enjoys playing soccer, training in Brazilian Jiu-Jitsu, and spending time with friends and family. Ben was raised in Kansas and currently resides in Chicago, Illinois.

Zack is a Client Service Associate with Morgan Stanley’s Private Wealth Management division. In his role, Zack supports The 92nd Group with the planning and management of ultra-high net worth client assets. Zack joined The 92nd Group in 2024 after previously working as a financial advisor for Equitable Advisors.

Zack graduated from Purdue University with a B.A. in Financial Counseling and Planning. During his time at Purdue, he was the treasurer of his fraternity and was also a founding member of the university’s Financial Planning Association chapter. Zack currently resides in Chicago, Illinois with his fiancée, Hannah. In his free time, he enjoys playing pickleball, exploring new restaurants and spending time with friends and family.

Mamta Shah is the Trust Specialist based in Chicago, covering the Midwest Region. Morgan Stanley provides a full array of personal and institutional trust services to high net worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.

Craig advises clients on charitable giving strategies, nonprofit governance, fundraising and establishment of Family Foundations and/or Donor Advised Funds.

Melanie Schnoll-Begun is Managing Director and Head of Wealth Management’s Philanthropy Management group. She works with the firm’s most influential clients to focus, support, and scale their philanthropic endeavors. In addition to spearheading Philanthropic Consulting Services, Melanie launched and oversees the Morgan Stanley Global Impact Funding Trust (GIFT), the firm’s global Donor-Advised Fund, and Foundation Management Services, a platform for family and corporate foundations.

Charline Burgess is the Senior Wealth Education Specialist in Morgan Stanley’s Family Governance & Wealth Education unit within Family Office Resources. In this role, she develops, coordinates, and curates financial education programs, and teaches those programs to the Firm’s UHNW clients and their next generation. She has a passion for education, and has over sixteen years of experience in education instruction, curriculum and content development for a variety of platforms.

Charline graduated from the University of Florida with a Master of Education degree and a B.A. in English with a double minor in Education and Environmental Studies. Charline has presented at both national and state level education conferences as well as financial industry conferences and local community groups. She has been published in Kiplinger’s and interviewed for The Family Wealth Report. Charline currently holds her FINRA Series 7, 63 and 65 securities licenses.

Mary DiChristofano is a Managing Director, Private Wealth Advisor, Lending Specialist and Family Wealth Director for Graystone Consulting – Chicago at Morgan Stanley. She currently services the firm’s clients as their Family CFO, coordinating all their financial and estate planning needs as well as philanthropic intents. Backed by a talented team of specialized professionals, Mary’s attention to the nuances of each client profile and unique financial goals has cemented Morgan Stanley/Graystone’s reputation as a firm in a category of one.

Securities Agent: MO, IA, VT, UT, TX, NE, PA, KS, HI, FL, NC, DE, AZ, AR, SC, OR, NY, MA, AK, VA, NM, MT, LA, AL, WA, GA, CO, SD, IL, DC, CT, OH, NJ, NH, KY, IN, ID, CA, WI, TN, NV, MN, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1492070

Brian Birnbaum is an Executive Director for Graystone Consulting – Chicago at Morgan Stanley. Brian has worked with clients in the areas of asset allocation and investment policy development, manager selection and ongoing program monitoring. Brian is a Chartered Financial Analyst^® charterholder and a member of the CFA Society of Chicago and the CFA Institute.

Securities Agent: IA, AZ, WI, VA, NE, IN, FL, AL, PA, OR, MO, KY, NH, MN, HI, VT, SD, WA, TN, NY, NV, DC, NC, MA, GA, CA, TX, SC, OH, NM, DE, AK, UT, NJ, MT, CO, LA, CT, AR, MI, KS, IL, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1698552

Lynn R. King is a Family Office Resource Generalist for the Mid-America region. She has over 15 years of experience working with families, family offices, and their attorneys, CPAs and financial advisors on issues unique to the UHNW client. Lynn started her career as an attorney in Illinois working with closely held businesses across the country on a broad range of topics, including entity structuring, estate planning, business succession and tax. She then joined New York Life Insurance as a Corporate Vice President in their Advanced Planning Group. In this role she expanded on her experience from private practice and engaged with clients on complex business and personal planning needs.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.

Mike Manson is a Private Banker serving Morgan Stanley Private Wealth Management and Wealth Management offices in Illinois.

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.

Mike began his career in financial services in 2010 and joined Morgan Stanley in 2019 as an Associate Private Banker. Prior to joining the firm, he was a Senior Wealth Strategist and Banking Consultant at UBS. He also was a Bank Manager at BMO Harris Bank.

Mike is a graduate of Roosevelt University, where he received a Bachelor of Business Administration in Accounting. He also received a Post-Baccalaureate Certificate in Finance from Northwestern University.
Mike and his family reside in Glenview, Illinois. Outside of the office, Mike enjoys early morning workouts, golf, and playing 12-inch softball.
NMLS#: 728335