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
  • Proprietary Investment Opportunities
  • Risk Management
  • 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 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.

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 ultimate financial goals. We value each relationship and strive to reward the trust our clients have placed in us.
RELATIONSHIPS BY INDUSTRY
  • 35% - Foundations/Endowments
  • 25% - Business Owners/Entrepreneur
  • 20% - Corporate Executives
  • 10% - Sports/Entertainment Professional
  • 10% - Medical/Healthcare
RELATIONSHIPS BY SIZE
  • 30% - $0-5 million
  • 25% - $5-10 million
  • 20% - $20-100 million
  • 15% - $100-500 million
  • 10% - $10-20 million
David Bieber has been featured in leading industry publications such as Worth, Barrons, Forbes, and Financial Times.
  • Awards include:

    Barron's Top 100 Financial Advisors list for 2019
    Barron’s Top 1,200 Financial Advisors for 2019
    Financial Times Top 400 Advisors for 2019
    Forbes America's Best in State Wealth Advisors for 2019
    Barron’s Top 1,200 Financial Advisors for 2018
    Financial Times Top 400 Financial Advisors for 2018
    Forbes America’s Best in State Wealth Advisors for 2018
    Barron’s Top 1,200 Financial Advisors for 2017
    Forbes America’s Top Wealth Advisors for 2017
    Barron’s Top 1,200 Financial Advisors for 2016
    Forbes America’s Top Wealth Advisors for 2016
    Barron’s Top 1,200 Advisors for 2015
    Financial Times Top 400 Advisors for 2015
    Barron’s Top 100 Financial Advisors list for 2015
    Barron’s Top 1,200 Advisors for 2014
    Financial Times Top 400 Advisors for 2014
    Barron’s Top 100 Financial Advisors list for 2014
    Barron’s Top 1,200 Advisors for 2013
    Barron’s Top 100 Financial Advisors list for 2013
    Barron’s Top 1,200 Advisors for 2012
    Barron’s Top 100 Financial Advisors list for 2012
    Barron’s Top 1,200 Advisors for 2011
    Barron’s Top 100 Financial Advisors list for 2011
    Barron’s Top 1,200 Advisors for 2010
    Barron’s Top 100 Financial Advisors list for 2010

Location

1290 Avenue Of The Americas
Fl 12
New York, NY 10104
US
Direct:
(212) 893-7680(212) 893-7680
Toll-Free:
(800) 827-1512(800) 827-1512

Meet The Bieber Group

About Me

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 Barron’s Top 100 Financial Advisors from 2010-2015 and one of its Top 1,200 Financial Advisors from 2010-2018. In 2016, Forbes magazine recognized David on its list of Top 200 Wealth Advisors, highlighting wealth advisors who serve as role models and who “lead the way in offering best practices and providing a high-quality experience for clients.” Forbes magazine has also recognized David on its list of America’s Top Wealth Advisors in 2017, and 2018. He was also selected among Financial Times Top 400 Financial Advisors and recognized as one of the Top 100 Advisors by REP Magazine.  David was featured in Worth magazine’s October-November 2015 issue, The Most Powerful People in Global Finance.

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

About Me

Greg Waldman focuses on providing investment ideas to the Bieber Group’s institutional, family office and other wealth management clients, working closely with the Capital Markets team at Morgan Stanley on a daily basis. He has a particularly strong concentration on hedge funds and equity investments.

Greg has over 17 years of experience in the financial services industry.  He began his career at The New York Stock Exchange and moved on to Prudential Securities. He joined Morgan Stanley in 2001 to pursue his interest in wealth management and capital markets.

Greg graduated from The Ohio State University with a Bachelor of Science degree in finance and sociology.  He currently lives on Long Island, New York, with his wife, Lizabeth, daughter, Ariana, and son, Spencer.  Greg has a strong dedication to his family and values the time spent with family and friends outside of work.  He also enjoys playing tennis, fine Italian food, and college football.
Securities Agent: TX, WA, VA, TN, PA, OH, NY, NV, NJ, NC, MA, IL, GA, FL, DE, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1297670

About Me

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. Michael was ranked #10 out of 1,900 Financial Advisor Trainees from 2007 to 2009. Currently the Director of Business Strategy for the Bieber Group, Michael develops and deepens client relationships through in-depth financial analysis and by utilizing Morgan Stanley’s Asset Aggregation and Goals Based Planning systems, among others.

Graduating from Lubin School of Business at Pace University, Michael received a Bachelor of Science degree in international economics. He continues his education at Columbia University, working towards his certification in portfolio management. 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.

About Me

Drawing on over 17 years of experience in the financial services industry, Anna DiGiannantonio provides strategic operational and administrative support and service to the Bieber Group’s foundation and high net worth clients. Anna is a problem-solver and focuses on team organization, client account maintenance and, most of all, helping to ensure that clients’ needs are always met.

Prior to joining the Group, Anna worked as a field transition specialist for Morgan Stanley. In that role, she traveled around the country, solving the operational challenges presented when Financial Advisors transitioned to Morgan Stanley from another firm.

Anna has a Bachelor of Science in business administration from Northeastern University. She lives in New York City and in her spare time enjoys cooking, traveling, and skiing.

About Me

Janna is a Wealth Management Associate with The Bieber Group at Morgan Stanley, providing steadfast advocacy to clients, ensuring clients receive the best in 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 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 Me

Oliver Sun joined The Bieber Group as the team’s dedicated analyst. Oliver focuses on assessing client portfolios for suitability with an emphasis on risk management and achieving client objectives. Oliver is also responsible for maintaining model portfolios by integrating Morgan Stanley’s research and product expertise with the needs of each individual client. Oliver brings a keen eye for detail and an objective of achieving exemplary results to all of his projects.

Prior to joining Morgan Stanley, Oliver worked at Credit Suisse on a quantitative strategies team. He came to Morgan Stanley for the opportunity to work more closely with clients by crafting portfolios tailored to each client’s unique situation.

Oliver graduated from Princeton University with a bachelor’s degree in public policy and international affairs. He also completed Princeton’s certificate program in finance and wrote his senior thesis on the effects of government currency manipulation.
Economic and Market Perspectives

On the Markets

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.
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.

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
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Market Information Delayed 20 Minutes
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.

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