Daniel S. Schwartz, CIMA®, CPM®
Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Family Wealth Director, Workplace Advisor - Equity Compensation
Phone:
(212) 296-9957(212) 296-9957
Morgan Stanley Private Wealth Management
The Alfa Group
Our Mission Statement
With extensive experience, deep intellectual capital, and a commitment to personalized service, The Alfa Group provides comprehensive financial solutions tailored to the distinct needs of individuals, families, businesses, and corporate executives— helping empower them to achieve their personal or professional goals, with confidence.
Our Story and Services
Welcome to The Alfa Group at Morgan Stanley Private Wealth Management.
To truly make a difference in our clients’ lives, we go beyond just analyzing balance sheets. We begin by understanding what matters most to you and your family, and the reasons behind those priorities.
Our team guide’s our clients through the evolving landscape of the global economy. Whether advising leading CEOs, working with innovative entrepreneurs, or supporting exceptional families across generations, we offer a comprehensive perspective alongside the resources of a dedicated private wealth management team.
Our mission is to provide you with exceptional service every day, helping to ensure you stay on track to achieve your financial goals.
To truly make a difference in our clients’ lives, we go beyond just analyzing balance sheets. We begin by understanding what matters most to you and your family, and the reasons behind those priorities.
Our team guide’s our clients through the evolving landscape of the global economy. Whether advising leading CEOs, working with innovative entrepreneurs, or supporting exceptional families across generations, we offer a comprehensive perspective alongside the resources of a dedicated private wealth management team.
Our mission is to provide you with exceptional service every day, helping to ensure you stay on track to achieve your financial goals.
Capabilities
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
EVERYTHING YOU NEED, ALL IN ONE PLACE
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online (MSO)
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Online Security Center
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Awards & Recognitions
Daniel Schwartz - Barrons’s Top 1,200 Financial Advisors 2009, 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020,2021, 2022, 2023, 2024
2009, 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020,2021, 2022, 2023, 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2009, 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020,2021, 2022, 2023, 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Devin Darcangelo: FT Top 400 Financial Advisers 2016
2016 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2016; data 9/30/13 - 9/30/15
Team: Barron’s 2024 Top 250 Private Wealth Management Team.
Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
Location
55 E. 52nd Street
28th Floor
New York, NY 10055
US
Direct:
(212) 296-0666(212) 296-0666
61 South Paramus Road
1st Floor
Paramus, NJ 07652
US
Meet The Alfa Group
William Schwartz, CEPA®
Senior Vice President, Private Wealth Advisor, Workplace Advisor - Equity Compensation, Global Sports and Entertainment Director
Phone:
(212) 296-6047(212) 296-6047
George Fosdick, CFP®
Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor - Equity Compensation
Phone:
(212) 296-1976(212) 296-1976
Devin Darcangelo
Executive Director, Private Wealth Management, Financial Advisor, Corporate Retirement Director, Workplace Advisor - Equity Compensation
Phone:
(843) 727-7751(843) 727-7751
Michael Sanzone
Vice President, Private Wealth Management, Private Wealth Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(212) 296-1055(212) 296-1055
Ray Donnelly, CRPC®
First Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation, Global Sports and Entertainment Associate Director, Chartered Retirement Planning Counselor
Phone:
(212) 230-3672(212) 230-3672
Setta Oghlian
Senior Client Service Associate
Phone:
(212) 296-1931(212) 296-1931
Krystle Tharani-Kukreja
Business Development Associate
Phone:
(212) 296-0517(212) 296-0517
Nicole Flanzbaum
Assistant Vice-President, Wealth Management Associate
Phone:
(212) 296-0125(212) 296-0125
Tyler Paulino
Registered Client Relationship Analyst
Phone:
(212) 296-4185(212) 296-4185
Kevin Cunane, CFA*
Investment Consultant
Phone:
(212) 296-1347(212) 296-1347
Ian Smith
Client Service Associate
Phone:
(212) 492-6967(212) 492-6967
About Daniel S. Schwartz
Over his 30-year career, Dan has helped clients navigate through several market cycles and has continuously strived to refine the skills that has earned him his institutional recognition. He works with a wide range of clients, including CEO's, entrepreneurs, families, and businesses, providing portfolio management and financial planning strategies.
“Inspired by the example my father set of passion and drive, I have built this practice by always putting our clients and their families first. What's sets us apart is our compassionate understanding of each generation's unique needs.”
The foundation of Dan’s investment process is exhaustive. With a focus on intrinsic value, his understanding of financial markets and money management helps him refine his clients’ strategies to cater to their life events and financial markets. An industry recognized professional, Dan helps provide a steady hand to clients and their families.
Experience:
• Began career with Kidder Peabody in 1982.
• Move to Morgan Stanley Smith Barney in 1991.
• Joined UBS Private Wealth Management in 2012.
• Rejoined Morgan Stanley’s Private Wealth Management in 2024
Credentials:
• Certified Investment Management Analysis, CIMA professional.
• Certified portfolio manager, CPM
• Economics, SUNY Albany, 1987
Life:
• Dan has two sons, Billy & Michael
• Avid golfer, vintage race car driver and plays guitar.
Awards:
- Barron’s Top 250 Private Wealth Management Teams, 2024
- Barron’s Top 1200 Financial Advisors, 2014-2024
Barron's Top 250 Private Wealth Management Teams 2024
Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Jan 2023-Dec 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Barron's Top 1,200 Financial Advisors: State-by-State 2024
Source: Barron's (March 2024) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Oct 2022-Sept 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Barron's Top 1,200 Financial Advisors: State-by-State 2023
Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. ©2023 Morgan Stanley Smith Barney LLC. Member SIPC.
Barron's Top 1,200 Financial Advisors: State-by-State 2022
Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron’s Top 1,200 Financial Advisors: State-by-State 2021
Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron’s Top 1,200 Financial Advisors: State-by-State 2020
Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2019
Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2018
Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2017
Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2016
Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2015
Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2014
Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
“Inspired by the example my father set of passion and drive, I have built this practice by always putting our clients and their families first. What's sets us apart is our compassionate understanding of each generation's unique needs.”
The foundation of Dan’s investment process is exhaustive. With a focus on intrinsic value, his understanding of financial markets and money management helps him refine his clients’ strategies to cater to their life events and financial markets. An industry recognized professional, Dan helps provide a steady hand to clients and their families.
Experience:
• Began career with Kidder Peabody in 1982.
• Move to Morgan Stanley Smith Barney in 1991.
• Joined UBS Private Wealth Management in 2012.
• Rejoined Morgan Stanley’s Private Wealth Management in 2024
Credentials:
• Certified Investment Management Analysis, CIMA professional.
• Certified portfolio manager, CPM
• Economics, SUNY Albany, 1987
Life:
• Dan has two sons, Billy & Michael
• Avid golfer, vintage race car driver and plays guitar.
Awards:
- Barron’s Top 250 Private Wealth Management Teams, 2024
- Barron’s Top 1200 Financial Advisors, 2014-2024
Barron's Top 250 Private Wealth Management Teams 2024
Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Jan 2023-Dec 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Barron's Top 1,200 Financial Advisors: State-by-State 2024
Source: Barron's (March 2024) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Oct 2022-Sept 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Barron's Top 1,200 Financial Advisors: State-by-State 2023
Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. ©2023 Morgan Stanley Smith Barney LLC. Member SIPC.
Barron's Top 1,200 Financial Advisors: State-by-State 2022
Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron’s Top 1,200 Financial Advisors: State-by-State 2021
Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron’s Top 1,200 Financial Advisors: State-by-State 2020
Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2018- Sept 2019. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2019
Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2018
Source: Barron's.com (March 2018) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2017
Source: Barron's.com (March 2017) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2017. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2016
Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2014 - Sept 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2015
Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Barron's Top 1,200 Financial Advisors: State-by-State 2014
Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
About William Schwartz
Whether working with multigenerational families, corporate executives, or entrepreneurs, Billy helps deliver tailored advice focused on virtually all aspects of their lives. Driven by empathy for understanding his client’s unique situation, passion for helping them pursue their goals and discipline for continually working to provide efficient and useful guidance. Billy strives for excellence in everything he does.
Billy was exposed to the wealth management industry at a young age, watching his father become a top financial adviser, he recognized the joy his father's life’s work brought him - helping people simplify their complex financial lives. That's why he set the same goal for himself, to build the kind of enduring client relationships that can last a lifetime.
“There is nothing more rewarding to me than helping bring confidence into someone’s financial Life.”
A graduate of Franklin & Marshall College with a BA in Economics, Billy started his career working as a credit analyst for Amalgamated Bank’s commercial and industrial lending team. He then was selected for UBS’s Wealth Advice Center training program in 2018, where he gained experience as a Client Service Associate and Financial Advisor. The following year he joined his father and The Alfa Group.
Billy resides in Hoboken with his wife.
Billy was exposed to the wealth management industry at a young age, watching his father become a top financial adviser, he recognized the joy his father's life’s work brought him - helping people simplify their complex financial lives. That's why he set the same goal for himself, to build the kind of enduring client relationships that can last a lifetime.
“There is nothing more rewarding to me than helping bring confidence into someone’s financial Life.”
A graduate of Franklin & Marshall College with a BA in Economics, Billy started his career working as a credit analyst for Amalgamated Bank’s commercial and industrial lending team. He then was selected for UBS’s Wealth Advice Center training program in 2018, where he gained experience as a Client Service Associate and Financial Advisor. The following year he joined his father and The Alfa Group.
Billy resides in Hoboken with his wife.
NMLS#: 2658576
About George Fosdick
For over 25 years, George has guided his clients in helping achieve their most important financial goals, navigating an ever-changing and complex financial landscape. As a Private Wealth Advisor backed by the global resources of Morgan Stanley, he provides highly personalized strategies to help grow and preserve the wealth of ultra-high-net-worth individuals, families and institutions.
George takes a holistic and collaborative approach, fostering deep, long-term relationships with his clients. Their goals and priorities remain at the center of his practice. Leveraging cutting-edge technology, market insights, and the intellectual capital of Morgan Stanley Private Wealth Management, his clients benefit from his clear, focused and objective advice.
“The care with which I approach planning and investing is rooted in treating my clients’ assets as irreplaceable – crafting personalized financial plans.”
Background:
• Joined the Alfa Group in 2011
• JPMorgan Chase and Wells Fargo Private Banking prior to joining the Alfa Group
Education:
• Certified Financial Planner
• Muhlenberg College, B.A. Political Economy
• Executive Education Certificate though Wharton, UPenn
Outside of Work:
• Married to Monica, father of 3 children
• Youth sports coach for 15+ years
• Volunteer Firefighter for 33 years
• Enjoys spending time outdoors with family and friends and a good country music concert
• Barron’s Top 250 Private Wealth Management Teams, 2024
Barron's Top 250 Private Wealth Management Teams 2024
Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Jan 2023-Dec 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
George takes a holistic and collaborative approach, fostering deep, long-term relationships with his clients. Their goals and priorities remain at the center of his practice. Leveraging cutting-edge technology, market insights, and the intellectual capital of Morgan Stanley Private Wealth Management, his clients benefit from his clear, focused and objective advice.
“The care with which I approach planning and investing is rooted in treating my clients’ assets as irreplaceable – crafting personalized financial plans.”
Background:
• Joined the Alfa Group in 2011
• JPMorgan Chase and Wells Fargo Private Banking prior to joining the Alfa Group
Education:
• Certified Financial Planner
• Muhlenberg College, B.A. Political Economy
• Executive Education Certificate though Wharton, UPenn
Outside of Work:
• Married to Monica, father of 3 children
• Youth sports coach for 15+ years
• Volunteer Firefighter for 33 years
• Enjoys spending time outdoors with family and friends and a good country music concert
• Barron’s Top 250 Private Wealth Management Teams, 2024
Barron's Top 250 Private Wealth Management Teams 2024
Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Jan 2023-Dec 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: NY, ME, IN, WI, NJ, CA, UT, SC, OH, MT, DC, CT, VA, NC, MA, LA, KY, FL, AL, CO, GA, TN, PA, OR, MI, AZ, WA, VT, NV, MD, RI, NE, MN, HI, NH, MS, IL, DE, WY, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2681663
NMLS#: 2681663
About Devin Darcangelo
Devin is an experienced financial advisor with over 25 years of experience in wealth management, offering personalized advice to both private and institutional clients. He focuses on helping clients address complex wealth management issues, focusing on risk mitigation, financial planning, and long-term wealth preservation strategies. By identifying specific goals and crafting tailored solutions, Devin helps enable clients to grow and preserve their wealth while helping ensure smooth transitions to future generations.
Devin spent several years at Morgan Stanley and UBS helping clients navigate volatile markets. He has extensive experience advising wealthy families and institutional clients on complex liquidity events and business transactions.
Barron’s Top 250 Private Wealth Management Teams, 2024
Barron's Top 250 Private Wealth Management Teams 2024
Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Jan 2023-Dec 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Devin spent several years at Morgan Stanley and UBS helping clients navigate volatile markets. He has extensive experience advising wealthy families and institutional clients on complex liquidity events and business transactions.
Barron’s Top 250 Private Wealth Management Teams, 2024
Barron's Top 250 Private Wealth Management Teams 2024
Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Jan 2023-Dec 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: KY, SC, NJ, GA, AZ, VT, TN, RI, MS, MN, IL, CT, CA, VA, WY, NC, ME, CO, NH, MT, MD, HI, DE, WI, MI, MA, DC, IN, OH, NE, FL, AL, WA, UT, TX, OR, NV, PA, NY, LA, ID; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2747718
NMLS#: 2747718
About Michael Sanzone
In working directly with a diverse group of ultra-high net worth clients, including millennial investors who may be just starting out, Michael is dedicated to making a meaningful difference in their lives. He has experience with uncommonly complex investment solutions and focuses on understanding clients’ big picture and. Most pressing needs.
Michael is working to build lasting relationships by being consistently responsible, proactive and accountable. He works closely with each member of the team to provide market research, develop and implement financial plans, coordinate investment strategies and monitor client portfolios. Michael is dedicated to helping clients feel prepared and on track to reaching their goals.
“Our steady guidance helps us develop long-term relationships with our clients. They know we are right there with them every step of the way as they face opportunities and complexities in various stages of their life.
Michael, graduated from Merrill Lynch’s Financial Advisor program, where he started as a Junior Analyst on a team within the Private Banking & Investments Group (PBIG), primarily servicing High-Net Worth and Institutional clients.
Joined the Alfa Group in 2022
Education:
- BA, Business and Political Science, Franklin & Marshall College
- Holds the Series 7 & 66 licenses
Outside of Work:
- Avid Golfer & Skier
- Member of the Upper Montclair Country Club
- Michael and his wife live in Hoboken, NJ
Michael is working to build lasting relationships by being consistently responsible, proactive and accountable. He works closely with each member of the team to provide market research, develop and implement financial plans, coordinate investment strategies and monitor client portfolios. Michael is dedicated to helping clients feel prepared and on track to reaching their goals.
“Our steady guidance helps us develop long-term relationships with our clients. They know we are right there with them every step of the way as they face opportunities and complexities in various stages of their life.
Michael, graduated from Merrill Lynch’s Financial Advisor program, where he started as a Junior Analyst on a team within the Private Banking & Investments Group (PBIG), primarily servicing High-Net Worth and Institutional clients.
Joined the Alfa Group in 2022
Education:
- BA, Business and Political Science, Franklin & Marshall College
- Holds the Series 7 & 66 licenses
Outside of Work:
- Avid Golfer & Skier
- Member of the Upper Montclair Country Club
- Michael and his wife live in Hoboken, NJ
NMLS#: 1572607
About Ray Donnelly
Ray is a well-versed professional in the equity markets, known for helping his clients achieve financial success. Outside of work, he dedicates time to volunteering with The Make-A-Wish Foundation, showing his commitment to giving back to the community. Ray is also part of the USC Entrepreneurship Club, which aligns with his interest in innovation and entrepreneurship.
Living on the Upper West Side of Manhattan, Ray enjoys a balanced lifestyle. He loves playing golf on sunny days, indulging in a good Italian meal, and spending time with friends. As a former college athlete, he still enjoys catching a football or baseball game whenever he can.
Living on the Upper West Side of Manhattan, Ray enjoys a balanced lifestyle. He loves playing golf on sunny days, indulging in a good Italian meal, and spending time with friends. As a former college athlete, he still enjoys catching a football or baseball game whenever he can.
Securities Agent: MN, TX, TN, AL, UT, NC, MS, CO, CA, WI, WA, NY, WY, ME, IN, OR, OH, NV, MI, AZ, SC, FL, VA, RI, NJ, NE, MD, MA, HI, DE, IL, DC, CT, NH, PA, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2753151
NMLS#: 2753151
About Setta Oghlian
Setta has worked in the financial services industry for over 25 years, most recently as Senior Client Service Associate at UBS. Setta has focused on private clients and small businesses. She resides in Westwood, NJ with her husband and 2 sons.
About Krystle Tharani-Kukreja
With over 19 years of experience in the financial services industry, Krystle has developed a strong acumen in client relations and financial strategy. She joined the Alfa Group in February 2018, where she focuses on managing special client projects, overseeing account monitoring, executing trades, and providing comprehensive reporting on alternative investment strategies for clients. Prior to her role with the Alfa Group, Krystle served as a Client Coverage Executive at Dealogic and worked within the strategic initiatives group at Bank of America-Merrill Lynch, where she contributed to delivering institutional solutions for clients in Global Wealth Management, driving business across both groups.
Krystle holds a Bachelor of Science from the University of Southern California (USC) Marshall School of Business and is licensed with FINRA Series 7, 63, and 66.
Outside of her professional career, Krystle enjoys practicing yoga, exploring fine dining, and spending quality time with her husband and two sons in Franklin Lakes, NJ.
Krystle holds a Bachelor of Science from the University of Southern California (USC) Marshall School of Business and is licensed with FINRA Series 7, 63, and 66.
Outside of her professional career, Krystle enjoys practicing yoga, exploring fine dining, and spending quality time with her husband and two sons in Franklin Lakes, NJ.
About Nicole Flanzbaum
Nicole has been in the financial industry for over 25 years. She joined The Alfa Group in 2019. Nicole is a dedicated Wealth Management Associate delivering exceptional client service. Her attention to detail and proactive approach ensure that clients receive timely and accurate information while fostering strong, trusting relationships. Outside of work, she enjoys music, traveling and spending time with her two sons.
About Tyler Paulino
Tyler recently joined the Alfa Group as a Registered Relationship Analyst. Tyler has been with the firm for two years, during which he has gained valuable experience in various roles, most notably within the operational team. During this time, he has successfully obtained his Series 7 and 66 Licenses.
Currently residing in New York City, Tyler enjoys spending quality time with his family. In addition to his professional commitments, he is passionate about training young athletes in baseball and Softball.
Currently residing in New York City, Tyler enjoys spending quality time with his family. In addition to his professional commitments, he is passionate about training young athletes in baseball and Softball.
About Kevin Cunane
Kevin is an Investment Consultant and focuses on equity research, asset allocation & strategy, and portfolio analytics. Prior to joining the Alfa Group, he spent 5 years at Citi in Equity Research covering the Oil and Gas sector. Kevin is a CFA charterholder* and has his Series 7, 63, 86 and 87 securities licenses. He graduated Cum Laude from the University at Buffalo in 2011 with a bachelor’s degree in business administration with a finance concentration. Kevin and his wife live in New York, NY.
*This role cannot solicit or provide investment advice
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
*This role cannot solicit or provide investment advice
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
About Ian Smith
Ian recently joined the Alfa Group as a Client Service Associate following his summer internship with the team the prior summer. Prior to joining the Alfa Group, he graduated from Indiana University's Kelley School of Business in 2026 with a bachelor's degree in Finance.
Currently residing in New York City, Ian enjoys exercising, live entertainment, and spending quality time with his family.
Currently residing in New York City, Ian enjoys exercising, live entertainment, and spending quality time with his family.
Contact Daniel S. Schwartz
Contact William Schwartz
Contact George Fosdick
Contact Devin Darcangelo
Contact Michael Sanzone
Contact Ray Donnelly
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Managing Significant Wealth
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
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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.
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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 trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
6Morgan 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
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
Morgan Stanley Smith Barney LLC 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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 trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
6Morgan 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
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
Morgan Stanley Smith Barney LLC 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025)
