Our Story

Our story is about people like you. You worked hard, took risks, made sacrifices and created significant wealth as a result. That may have happened the day you sold your business, or perhaps your wealth grew steadily over the course of a successful career. Either way, you now face questions that don’t have simple answers. How do I protect what I have earned? Is my philanthropy having the impact I envisioned? Are my children ready to manage the money they will inherit, and will having that money cause them problems? These are the kinds of questions that we help our clients work through every day. We are a highly experienced team of portfolio managers, financial planners and client service specialists. Our partners have extensive backgrounds in the capital markets and actively manage portfolios for most of our clients. Our scope, however, is far broader. We serve as our client’s go-to, speed-dial advisors on any financial matter Drawing on our own experience and the extensive wealth planning resources available to us as Family Wealth Directors, we deliver whatever it takes to help you pursue your goals.We look forward to learning more about you and your family, and to discussing how we can help you realize your ambitions.[1]Suzanne Akian, Morgan Stanley’s Master’s Club, 2006-2017. Kevin R Zalanskas II, Morgan Stanley’s President’s Club, 2007-2014, and Morgan Stanley’s Master’s Club, 2015-2017. Adam De Stefano, Morgan Stanley’s Master’s Club, 2010-2017.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Professional Portfolio Management3
  • Estate Planning Strategies4
  • Cash Management5
  • Lending Products
  • Fixed Income6
  • Municipal Bonds7
  • Retirement Planning8
  • Life Insurance9
  • Annuities10
  • 401(k) Rollovers
  • Philanthropic Services
  • Trust Accounts11
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

We are capital markets professionals with a comprehensive wealth planning perspective. So, we start by learning everything we can about your needs, goals, preferences and current financial situation. We come back with recommendations on everything from your insurance policies to your estate strategy to your cash flow management. Of course, we also come back with investment recommendations.

Unlike many Financial Advisors who farm out client assets to third parties, we manage all of your assets personally. This allows us to offer you complete transparency, competitive trading fees, and most important, it allows us to inform you about the intricacies of your investments. We relish the complexity of evaluation and analysis that goes into choosing equities, derivatives, and bonds in today’s fast-paced market. Our team has over 125 years² of combined experience doing exactly that, and we take great pride in having helped countless clients manage their wealth and reach their goals during our careers.

 

[2] Based on the following years of financial service experience, Suzanne Akian: 31 years, Kevin R. Zalanskas II: 26 years, Adam De Stefano: 19 years, Michael Morrison: 16 years, Christine E. Davis: 34 years, Christopher Buoncore: 9 years.

    Our Clients

    We manage approximately $1.2 billon in investments for over 400 highly accomplished entrepreneurs, executives, professionals and their families and foundations.* Many of our clients are still active in their careers, others have retired, and still others are managing the legacy their parents and grandparents left to them. They are all active people with wide-ranging interests and involvements. They rely on us to help preserve their assets and simplify their lives. We work to inspire confidence as we strive to provide responsive service, proactive advice and access to the vast resources of a global financial leader.

     

    * As of March 20, 2017.

      Location

      1 Penn Plaza
      43rd Fl
      New York, NY 10119
      US
      Direct:
      (212) 613-6757(212) 613-6757

      Meet The Akian / Zalanskas Wealth Management Group

      About Me

      Suzanne Akian, CFP®
      Senior Vice President
      Family Wealth Director
      Senior Portfolio Manager
      Financial Advisor

      Drawing on over 30 years of experience in the financial services industry, Suzanne Akian works closely with the team’s clients to develop comprehensive wealth management plans based on their specific circumstances, challenges and aspirations. This includes asset management, risk management, access to banking and lending and a variety of other services. The hallmark of her practice has been an intense focus on the financial planning process as the foundation of wealth management. From discovery to analysis to fully understanding her client’s goals, Suzanne and her team articulate a 360-degree financial plan covering all aspects of her client’s financial life. Committed to a premium level of client service, Suzanne forms personal relationships with her clients, some who have been with her for over 20 years.

      Suzanne is both a CERTIFIED FINANCIAL PLANNER™ and holds a certificate as an Accredited Asset Management Specialist from The College for Financial Planning. Suzanne has also been named as a Morgan Stanley Family Wealth Director, a designation given to fewer that 3% of the firm’s approximately 16,000 advisors. It signifies that she has met the stringent quantitative and qualitative requirements set by the firm after having successfully completed a specialized, high-end professional development program.

      A member of Morgan Stanley’s Master’s Club, a group of the firm’s elite Financial Advisors, Suzanne has also been recognized by the firm as a member of Morgan Stanley’s Fixed Income Select Group. She has served on the firm’s Financial Advisors Council and its Women’s Leadership Council. Suzanne has been an attendee at the invitation-only Barron’s Top Women Advisors Conference for the past eight years.

      A graduate of Central Connecticut State University with a B.S. in finance, she became a financial advisor at the boutique fixed income firm Lebenthal & Company in 1990. After growing her practice for 15 years, she moved to Morgan Stanley as a Senior Vice President, Financial Advisor in 2005 and later founded The Akian/Zalanskas Wealth Management Group with her three partners.

      Suzanne lives in Hoboken, NJ with her husband and three daughters. She serves as a board member of the Armenian Seminary of America and as a youth advisor for her daughters’ youth group. In her free time, she enjoys skiing, traveling, camping and hiking.

       
      [1]Morgan Stanley’s Master’s Club, 2006-2017
      Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Principal; General Securities Representative
      NMLS#: 1423925

      About Me

      Kevin R. Zalanskas II
      Senior Vice President
      Senior Portfolio Manager
      Financial Advisor

      With over 25 years of experience in the financial services industry, Kevin R. Zalanskas II plays a wide variety of roles in service of the team’s clients. These include asset allocation strategist, macro analyst, senior portfolio manager, and investment banking liaison. He also concentrates on managing alternative investments, equities and derivatives.

      Kevin and his team at The Akian/Zalanskas Wealth Management Group offer sophisticated wealth management strategies for high net worth individuals and families, asset managers, family offices, endowments, hedge funds and institutions. Unlike many Financial Advisors who rely on outside money managers, Kevin and his team personally manage their clients’ financial assets. Using experience derived from decades in the industry, they perform the research, the analysis, the investment selection, implement the plan, and perform the ongoing review necessary for success. Kevin was a member of Morgan Stanley’s President’s Club¹, one of the firm’s select groups recognizing elite Financial Advisors for consistent creativity and excellence in providing wealth management to their clients. Kevin is currently a member of Morgan Stanley’s Master’s Club, a group of the Firm’s elite financial advisors.2

      Kevin earned his B.S. in finance from the University of Connecticut in 1990, followed by his MBA in finance from New York University Stern School of Business. He entered the financial services industry as an investment representative in the Private Accounts Group at Lehman Brothers, where he worked from 1991 to 2004. He soon formed relationships with many of Lehman’s top executives and management team and became their personal Financial Advisor. Many of those clients are still with him over 20 years later. Kevin joined Morgan Stanley in 2004, and founded The Akian/Zalanskas Wealth Management Group with his three partners in 2013.

      Kevin lives in Brooklyn, NY, with his wife and two children. In his free time, he coaches youth soccer and is an avid skier and runner, and has competitively completed the New York City Marathon.

       
      [1] Morgan Stanley’s President’s Club, 2007-2014
      [2} [1]Morgan Stanley’s Master’s Club, 2015-2017
      Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
      NMLS#: 1297735

      About Me

      Adam De Stefano
      Senior Vice President
      Financial Advisor

      Adam De Stefano brings 19 years of experience in the financial services industry to the service of the team’s clients. His roles on the team include asset allocation strategist and portfolio manager. He also concentrates on managing alternative investments, equities, and derivatives.

      With a focus on sophisticated portfolio management, Adam works with high net worth investors, asset managers, family offices, endowments, hedge funds, and other institutional investors. Utilizing his proficiency in equities research, selection and oversight, Adam helps the team create financial plans and manage portfolios for their clients centered on their specific goals, risk tolerance and the changing market. Adam is a member of Morgan Stanley’s Master’s Club¹, one of the firm’s select groups recognizing elite Financial Advisors for consistent creativity and excellence in providing wealth management to their clients.

      Adam received his B.A. in communications in 1998 from Denison University. He entered the financial services industry as an institutional equity sales trader with TIR Securities and moved to Lehman Brothers in 1999. There he spent five years as an investment representative where he focused on wealth management for high net worth clients and small institutions in the private accounts group with his partner, Kevin Zalanskas. He came to Morgan Stanley in 2004, and later joined The Akian/Zalanskas Wealth Management Group with his three partners.

      Adam is a member of the Denison University Alumni, the Denison University Network, and the Montclair Kimberley Academy Alumni. A devoted father to his young son, Adam resides with his wife in Essex Fells, NJ, and is a fan of the New York Giants.

       
      [1] Morgan Stanley’s Master’s Club, 2010-2017
      Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative
      NMLS#: 1393527

      About Me

      Michael Morrison
      Vice President
      Financial Advisor

      Drawing on 15 years of experience in the financial services industry, Michael Morrison focuses on fixed income securities, municipal credit, and tax efficiencies. Committed to refining his skills, Michael has earned the Accredited Asset Management SpecialistSM designation from the College for Financial Planning and a Certificate in Wealth Management from New York University.

      Michael began his career in finance at Lebenthal & Company in 2000, where he served as a financial advisor for five years. In 2005, he came to Morgan Stanley, where he uses his extensive knowledge of fixed income portfolio management needs to help create financial plans for the team’s clients.

      An avid runner and triathlete, Michael lives in Locust, NJ, with his wife and two daughters.
      Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
      NMLS#: 1331997

      About Me

      Christine E. Davis
      Portfolio Associate

      A 30-year financial services industry veteran, Christine Davis focuses on meeting the full spectrum of her clients’ needs while managing the team's advisory platforms and overseeing its marketing activities. Her investment, managerial and operations experiences give Christine a deep understanding of the financial industry and enables her to offer concierge level customer service to her clients.

      After studying business at St. Peter’s College in Jersey City, Christine entered the financial services industry as a vice president in the Investment Banking Division of Lehman Brothers, where she was responsible for global equity marketing. After 19 years at Lehman, she went on to hold several high level positions in finance, including syndicate manager at Ladenburg Thalmann and vice president for institutional marketing at Paine Webber. Christine came to Morgan Stanley after spending eight years at Advest, Inc. where she was the chief operating officer for its Equity Capital Markets division. Before becoming a Portfolio Associate with The Akian/Zalanskas Wealth Management Group, Christine was a Complex Service Manager in charge of managing operations and supervising a support staff.

      An accomplished musician and opera singer, Christine studied at New York’s prestigious Juilliard School, and has performed at Carnegie Hall as well as classical music venues across the globe. She has two grown children and lives in New York City with her husband.
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