Welcome

The Apollo Group at Morgan Stanley Private Wealth Management (PWM) and The Global Sports and Entertainment Division (GSE) is a deeply experienced, nationally recognized team that focuses exclusively on the complex wealth management needs of highly affluent families and individuals, top professional athletes, renowned entertainers, prominent executives and family offices.

The Apollo Group was founded on two indisputable principles: putting clients first and leading with exceptional ideas. Our approach is comprehensive and holistic – team members are active participants in the financial lives of our clients and approach all objectives creatively and resourcefully with thoughtful analysis, sound judgment and relentless follow-through.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Open-Architecture Platform
  • Manager Selection
  • Proprietary Investment Opportunities
  • Sustainable & Responsible Investing
  • Risk Management
  • Hedging Strategies
  • Philanthropy Management
  • Pre-Liquidity Planning
  • Family Governance & Wealth Education
  • Retirement & Pension Plans
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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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.

Global Sports & Entertainment

A division of Morgan Stanley Wealth Management dedicated to serving the unique & sophisticated needs of professional athletes & entertainers. Every sports and entertainment profession is unique with its own characteristics, earnings profile and variable career span. You require a Financial Advisor who knows the industry and how money flows from your work to your wallet. Our Financial Advisors are Sports and Entertainment Directors, chosen for their advanced experience working within very specific fields. They understand the total financial picture and craft creative financial strategies that account for the unique challenges and dynamics of our clients’ careers.

You have that something extra, the star quality, the intangibles that put you on top in fiercely competitive industries. You already have the vision but you may need the plan. Your distinct needs inspired the creation of Morgan Stanley Global Sports & Entertainment.

Understand: Players, Performers, Creators have different financial profiles
Advise: Translating our understanding to actionable financial strategy
Deliver: Putting the resources of Morgan Stanley to work for you
Succeed: Helping you achieve your goals for greater success

Sports and Entertainment Directors are uniquely qualified to address the needs of:

    Location

    1290 Avenue Of The Americas
    Fl 13
    New York, NY 10104
    US
    Direct:
    (800) 495-6844(800) 495-6844

    Meet The Apollo Group

    About Me

    As head and founder of The Apollo Group, Steve Condos plays a leading role in all aspects of the team’s business including wealth management, business development and client servicing. His areas of concentration include investment management and portfolio construction.

    Steve has been named among Barron's Top 1,200 Financial Advisors, Forbes’ Best – in – State Wealth Advisors, Financial Times’ FT 400 Top Financial Advisors and REP Magazine’s Top 100 Wirehouse Advisors in America. Steve has also authored several wealth management articles for Worth Magazine. These proud accomplishments are in recognition of Steve and his team’s dedicated work on behalf of their clients. He is also a member of The Investments & Wealth Institute and The Hellenic American Bankers Association (HABA) and obtained the designation of Certified Investment Management Consultant (CIMC) from The George Washington University School of Business. Steve is a graduate of the Environmental and Biological Sciences School at Rutgers University.
    Securities Agent: WI, WA, VT, VA, UT, TX, TN, SD, SC, PA, OR, OK, OH, NY, NV, NJ, NC, MS, MO, MI, MD, MA, LA, KY, KS, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AK; Managed Futures; General Securities Representative
    NMLS#: 1310692

    About Me

    Kenneth Morris focuses on providing customized solutions and guidance in the areas of wealth preservation and distribution, tax, trust, insurance and estate analysis as well as financial, retirement, philanthropy, and educational planning; therefore tying together all aspects of clients’ financial and personal life goals.

    Ken has appeared in Worth Magazine and On Wall Street Magazine. He was named to New York Magazine’s Five Star Wealth Managers in New York for 2015 and Forbes Best-In-State in 2019. Ken is a graduate of the School of Business at Hofstra University and is a CERTIFIED FINANCIAL PLANNERTM (CFP ®).
    Securities Agent: WI, WA, VT, VA, UT, TX, TN, SD, SC, PA, OR, OK, NY, NV, NJ, NC, MS, MO, MI, MD, MA, LA, KY, KS, IN, IL, HI, GA, FL, DE, DC, CT, CO, CA, AK; Managed Futures; General Securities Representative
    NMLS#: 1255446

    About Me

    Jared Katzman is a First Vice President and Private Wealth Advisor with The Apollo Group at Morgan Stanley Private Wealth Management. He joined The Apollo Group in 2009 and works directly with high net worth individuals, families, foundations, endowments, and corporations. His responsibilities primarily include portfolio management and business development as he works with his team in constructing comprehensive plans and investment processes for clients, along with the implementation of tax mitigating strategies.

    In 2017, Jared was chosen as a Five Star Wealth Manager by New York Magazine. He is also a designated Portfolio Manager and an Alternative Investments Director at Morgan Stanley.

    In 2018, Jared was named to Forbes Magazine’s List of America’s Top Next Generation Wealth Advisors. The Forbes listing is a select group of individuals who were born in 1980 or later, have a minimum of four years of industry experience and lead, or are viewed as potential leaders of, their teams.

    Jared graduated from Lynn University where he received his MBA in Marketing and a BS in Business Management.
    Securities Agent: NJ, WI, VA, TN, SC, PA, OR, NY, NV, NC, MS, MI, MA, LA, KS, IL, HI, FL, DE, DC, CT, CO, CA; Managed Futures; General Securities Representative; Investment Advisor Representative

    About Me

    Fortune Macri is primarily responsible for portfolio management and business development. His asset management experience focuses on equity, fixed income and alternative investments and how they relate in the context of overall capital markets, portfolio analysis and strategic implementation.

    Fortune has been named to New York Magazine’s Five Star Wealth Managers for 2016 and 2017. Fortune received his MBA in Finance from Fordham University’s Graduate School of Business Administration in 2008 and his BS in Business Administration and Economics from Fordham University’s Gabelli School of Business in 2007.
    Securities Agent: NJ, VA, TN, SC, PA, NY, NV, NC, MS, MI, MA, LA, KS, IL, FL, DE, DC, CT, CO, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1272759

    About Me

    Anthony is an Assistant Vice President and has been with The Apollo Group for over ten years. He is responsible for constructing customized portfolios for our clients, conducting due diligence on the various investment opportunities offered through Morgan Stanley, and developing the team's short and long-term macroeconomic views.

    He holds the Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts (NYSSA). Anthony obtained a Bachelor of Arts from Connecticut College, graduating Cum Laude with commencement honors for distinction in both of his major fields.

    About Me

    Brittany is a Registered Client Service Associate for The Apollo Group at Morgan Stanley Private Wealth Management. Brittany leads our teams' operation management; this includes ongoing client service and all administrative functions on behalf of our clients.

    Brittany received her MBA in Finance from Iona College Hagan School of Business in 2013 and BBA in Finance from Iona College in 2012.

    About Me

    Jack is the Consulting Group Analyst for The Apollo Group at Morgan Stanley Private Wealth Management. Jack focuses on financial planning, cash flow analysis, and performance reporting tailored to meet the needs of clients. He is also responsible for transactional business encompassing both retail and institutional trading.

    Jack holds a Bachelor of Arts degree from Miami University in Oxford, Ohio.

    About Me

    Jillian is a Client Service Associate for The Apollo Group at Morgan Stanley Private Wealth Management.  Jillian supports the team's administrative functions and operation management, while providing ongoing customer service to clients.

    Jillian graduated with Cum Laude honors from the University of Miami, where she received a Bachelor of Business Administration in both Finance and Marketing.
    Professional Insights

    Steve Condos - Named to Forbes Magazine?s List of America?s Best-in-State Wealth Advisors


    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services
    Successfully Staffing Your Home

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    Insights and Outcomes

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    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

    Wealth Management for Athletes and Entertainers

    Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
    • Investment Management
    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    Why Do Pro Athletes Go Broke?

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    Mosaic

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    Make Your Words Memorable

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    Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
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    • Managing Family Wealth
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    When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

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    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    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.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC 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.