The Bieber Group

Our Story

For nearly three decades, we have worked with some of the world's most prominent entrepreneurs, executives and professionals, as well as their families, foundations and institutions. We are intimately familiar with the requirements of managing great affluence, and we have exceptional resources at our disposal. In essence, we have optimized our practice to help people like you and your family.

Combining our own experience and perspective with the expansive capabilities of Morgan Stanley, we help you address the many complex, multigenerational challenges of managing your wealth. All of us are focused on providing you and your family with the knowledge you require, and the attentive and unfailingly competent service you deserve.

We are honored to serve a select group of extraordinarily interesting and dynamic people. We look forward to the day you and your family are among them.

Capabilities

Family Governance & Wealth Education
Comprehensive Wealth Planning
Investment Management
Sudden Wealth Financial Planning
Philanthropy Management

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 350 teams¹ specialized in assisting individuals and families with $20MM+ in investable assets
Over $980 billion in AUM¹
Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
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, 2024

Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. 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.

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.

Clients & In The Press

Clients

Our clients are successful individuals who take great pride in their accomplishments, and expect equally high standards of excellence from their advisors. Our team is dedicated to meeting and exceeding their expectations… working to help each client preserve and grow their wealth while pursuing their financial goals. We value each relationship and strive to reward the trust our clients have placed in us.

Relationship By Industry:

35% - Foundations/Endowments
25% - Business Owners/Entrepreneur
20% - Corporate Executives
10% - Medical/Healthcare

Relationship By Size:

30% - $0-5 million
25% - $5-10 million
20% - $20-100 million
15% - $100-500 million
10% - $10-20 million

In The Press

David Bieber has been featured in leading industry publications such as Barron's, Forbes, Financial Times and Worth.

Awards include (As of 2024):

Forbes America’s Top Wealth Advisors: 2016-2017, 2019-2024
Forbes Best-In-State Wealth Management Teams: 2023-2025
Forbes Best-In-State Advisors: 2018-2022, 2024
Financial Times Top 400 Advisers: 2014-2015, 2019-2020
Barron’s Top 100 Financial Advisors: 2010-2015, 2019-2020, 2022
Barron’s Top 1200 Financial Advisors: 2010-2019, 2024

Named to Forbes/SHOOK “2023, 2024 Forbes Best-In-State Wealth Management Teams”
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.

2019, 2020, 2021, 2022, 2023, 2024 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.

2016, 2017 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2016, 2017, 2018). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year the award was issued.

2010, 2011, 2012, 2013, 2014, 2015, 2019, 2020, 2022 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)

Source: Barrons.com (Awarded 2010, 2011, 2012, 2013, 2014, 2015, 2019, 2020, 2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2018, 2019, 2020, 2021, 2022 Forbes Best-In- State Wealth Advisors

Source: Forbes.com (Awarded 2018, 2019, 2020, 2021, 2022, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2014, 2015, 2018, 2019, 2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13

2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 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 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.

The Bieber Group at Morgan Stanley Private Wealth Management understands the distinct and sophisticated needs of professional athletes and entertainers, as well as their business advisors. We are qualified to craft creative financial strategies and identify the challenges and dynamics for each individual client. We currently work with actors, directors, writers, film and television producers, musicians and songwriters, trade organizations, professional athletes, coaches, and sports team owners.

Our team, along with Morgan Stanley's Global Sports & Entertainment Group, have worked together to develop financial education programs for sports and entertainment veterans and emerging talent, including collegiate athletes, to help them avoid common mishaps. This isn’t purely a client service; it’s part of our mission to give back to the sports and entertainment community by providing the skills and knowledge to help make smart choices around their finances and wealth.

Please see link below to our designated Global Sports & Entertainment Site:

The Bieber Group Global Sports & Entertainment

Location

55 East 52nd Street 10th

New York

PWM Analyst, Financial Planning Specialist

Phone:

(212) 893-7532(212) 893-7532

View My Bio

About David Bieber

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, most recently in 2025, David ranks among the top advisors in the United States. He was named as one of Barron’s Top 1200 Financial Advisors in 2025. Additionally The Bieber Group of Morgan Stanley Private Wealth Management was named to Forbes Best-In-State wealth management teams list in 2025. Forbes magazine describes the recipients of their awards as those who “lead the way in offering best practices.”

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.

Named to Forbes/SHOOK “2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/25

2025 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 2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Securities Agent: AR, UT, NY, NC, FL, DE, SD, MN, PA, MA, TX, NV, IL, ID, AZ, WI, OH, NJ, NH, IN, CA, TN, MI, SC, GA, CT, CO, WA, MD, VA, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1278701

About Michael L. Galasso, QPFC

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.

Securities Agent: TX, CT, NY, NJ, MD, DE, NH, PA, OH, ID, CO, NV, AL, MA, AZ, MI, ME, IN, GA, WA, SC, CA, VA, NC, IL, FL, RI, MN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2366641

About Janna Bernstein

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.

About Paul B. Georges

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.

About Danny Harris

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.

About Rosario Merendino

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.

Wealth Management

Global Investment Office

Portfolio Insights

Read "On the Markets"

Managing Significant Wealth

Investment Management
Wealth Transfer & Philanthropy
Cash Management & Lending
Family Governance & Wealth Education
Lifestyle Advisory
Business Services

Learn More

Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

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.

Learn More

Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:

Intergenerational Planning
Philanthropic Giving
Non-Traditional Assets
Managing Family Wealth

Learn More

LISTEN | Passion Assets: Investing in Art

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.

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

Learn More

You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.

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, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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 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 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

CRC 4237142 (02/2025)

Our Mission Statement

Our Story

About PWM

Approach

Clients & In The Press

Location

Meet The Bieber Group

David Bieber

Michael L. Galasso, QPFC

Janna Bernstein

Paul B. Georges

Danny Harris

Rosario Merendino

About David Bieber

About Michael L. Galasso, QPFC

About Janna Bernstein

About Paul B. Georges

About Danny Harris

About Rosario Merendino

Portfolio Insights

Managing Significant Wealth

Funding Climate Action: Pathways for Philanthropy

Insights and Outcomes

Larry Fitzgerald Jr.'s Playbook on Leadership and Values

Private Wealth Management Podcast

LISTEN | Passion Assets: Investing in Art

Wealth Management for Athletes and Entertainers

You are your Own CEO: Build a Dream Team for Your Career