The Bieber Group

David Bieber, the founder of Bieber Group, has over 30 years of experience managing the complex financial planning and investment needs of ultra-high net worth individuals, foundations, qualified retirement plans, institutions, and family offices. David believes in the importance of an individualized approach, identifying each client’s unique goals and implementing appropriate strategic plans to help achieve identified objectives. David has built a team emphasizing intellectual rigor, customization, and committed service.

A member of Morgan Stanley’s Chairman Club since 2006, David ranks among the top advisors in the United States. He was named as one of Barron’s Top 100 Financial Advisors in 2020, the eighth time he appeared on that list. Barron’s also named him a Top 1,200 Financial Advisor every year from 2010 to 2019. In 2020, Financial Times included David among their Top 400 Advisors for the third straight year, and Forbes magazine recognized him on its list of Best-In-State Advisors for the fifth consecutive year and on its America’s Top Wealth Advisors 2020 list. Forbes magazine describes the recipients of their awards as those who “lead the way in offering best practices and providing a high-quality experience for clients.”

David has been chosen as a keynote speaker at numerous industry-wide events and seminars and has received numerous achievement awards. He serves on multiple investment advisory boards and committees, including the board of American Friends of Sheba Medical Center at Tel Hashomer.

David is a graduate of Binghamton University with a Bachelor of Arts in economics. He is a Certified Portfolio Manager within the Morgan Stanley Portfolio Management Program and a designated International Client Advisor. David enjoys spending his free time playing tennis, having guitar jam sessions, and exploring new food experiences.

"Barron's Top 100 Financial Advisors
​Source: Barron's.com (Awarded Apr 2020) Data compiled by Barron's based on time period from Dec 2018 - Dec 2019."

"2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 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 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award."

"2018, 2019, 2020 Financial Times 401 Top Retirement Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Advisor to choose appropriate years/periods from list below:
Awarded 2020; data 12/31/16 - 12/31/19
Awarded 2019; data 12/31/15 - 12/31/18
Awarded 2018; data 12/31/15 - 12/31/17

"2016, 2017, 2018, 2019, 2020 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2016, 2017, 2018, 2019, 2020). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."

"​Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Aug 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20."

Michael Galasso aims to overachieve with every client relationship by helping already successful people make superior financial decisions. These efforts include providing clients with sound advice, timely information, and proprietary products. Michael’s areas of focus include financial analysis, portfolio design and management, client relationship management, and advisory.

Michael’s financial industry career began at Prudential-Bache Securities as an intern in 1984. After a sales position at PepsiCo, he moved to a startup, LivePerson, where he helped to secure $80 million in funding within 18 months. He was instrumental in growing LivePerson from a team of four to a staff of 200 before taking the company public in April of 2000.

Michael joined Morgan Stanley in 2007 as a Financial Advisor, where he was able to capitalize on his lifelong fascination with global macroeconomics and the way social events impact the broader financial markets. He now works to develop and deepen client relationships through in-depth financial analysis, utilizing Morgan Stanley’s Asset Aggregation and Goals Based Planning systems, among others.

When he’s not advising clients, Michael enjoys spending time with his family, travel, new culinary experiences, and almost anything to do with baseball, history, and the study of global economics. Michael was born and raised in the New York Metropolitan area.

Janna is a Group Director with The Bieber Group at Morgan Stanley, providing steadfast advocacy to clients, helping ensure clients receive the world-class seamless client experience they deserve. As a primary resource for her clients, Janna utilizes her background and knowledge across the Morgan Stanley platform to help offer solutions and deliver results.

Janna graduated from the State University of New York at Albany with a Bachelor of Arts degree in Political Science. Janna joined The Bieber Group in January of 2018 and brings over 15 years of experience in the financial services sector focusing on client relationship management working with high net worth and institutional investors. Immediately prior to Morgan Stanley, Janna worked at UBS Financial Services, developing, maintaining and managing relationships with institutional clients.

Janna currently resides in Long Island with her husband and in her free time she enjoys traveling, gardening and entertaining friends and family over new recipes she is eager to try.

We are pleased to welcome Paul Bernard Georges, Senior Registered Associate to The Bieber Group at Morgan Stanley. Paul brings over 25 years of Morgan Stanley knowledge and experience to our team, having held multiple positions within the Wealth Management Service Team. As part of the Wealth Management Service Team, Paul worked closely with the Midtown Manhattan Office Senior Management to help enhance the client experience and ensure high levels of client service. Paul is passionate about helping clients, supporting the team, and building meaningful customer relationships. Paul is a transplant from the U.S Virgin Islands and has been living in New York City since the age of nine. In his free time Paul loves traveling to different countries, challenging his sisters in baking and experimenting with new food recipes for his friends and family.

Danny is responsible for the financial analysis and maintenance of client portfolios, helping ensure the needs and objectives of each client are met. Danny helps create and preserve financial wealth by providing elegant investment solutions and implements the appropriate asset allocation within the context of each client’s risk profile. Danny previously worked as a Financial Planner at Goldman Sachs and provided white glove service to current and former Goldman Partners focused on the development and execution of strategies for their financial, estate, and tax planning needs. He is an electric car enthusiast, enjoys playing softball, and recently picked up ice skating as a hobby. Danny is a non-practicing CERTIFIED PUBLIC ACCOUNTANT licensed in the state of New York. Danny currently resides in Manhattan with his wife and never-ending rotation of foster pets.

Rosario’s responsibilities include day-to-day support with client requests, performance reporting, account opening, financial planning, options trading, and all other aspects of our client’s daily needs. Rosario previously owned a retail arbitrage business and is dedicated to seamless service to provide the best possible client experience. Rosario received his bachelor of arts from Long Island University, majoring in Finance, minoring in Business Management. Rosario enjoys trying new restaurants in NYC, spending time with family, physical fitness, watch collecting, and the equities market. He is a NY native and currently resides in Dix Hills with his wife.