The Canterbury Group at Morgan Stanley

Marc Goldstein has been a Registered Financial Advisor focusing on Wealth Management since 1992. He prides himself in client communications working in conjunction with his client base to build individualized investment strategies designed to address each client’s special needs. Considering present market conditions, Marc has found that Income Generation is a common theme for a majority of his client base. Over the many years of his career, he has developed and refined investment choices to help cover his client’s goals which create a balanced portfolio to help mitigate market fluctuations. He can help address any financial aspects that his clients may face, including Retirement Planning, Estate Planning Strategies, College Planning, Income Generation, Wealth Protection, Risk Mitigation and access to Lending Services. Marc is a graduate of the University of Maryland with a Master Degree in Public Services from Long Island University. Marc used his education and experience to be offered a position with the United States Department of State as a federal agent. This career put him in close proximity with many Heads of State and Dignitaries from around the world. Marc credits his high level of client service today from his experiences from this previous career. Marc has been married to his wife, Doreen, for 25 years and has 3 wonderful children, Erica, Andrew and Alec.

Andrew is a Financial Advisor with The Canterbury Group at Morgan Stanley where he focuses on providing holistic financial planning and exemplary levels of service to clients. Andrew’s background in finance and passion for investing allows him to utilize various investment vehicles and conduct preliminary financial assessments to create customized plans for each client. Additionally, he is in charge of analyzing research and market trends to help maintain the team’s active portfolios.

Prior to starting with The Canterbury Group (formerly The Horizon Group), Andrew held a series of roles within both, Morgan Stanley and its institutional business, Graystone Consulting. There he focused on corporate retirement solutions and equity compensation plans, bridging the institutional and retail gap by soliciting new investment opportunities. There he learned to maneuver the intricacies of complex corporate plans which enable him to advise entry level employees to c-suite executives on everything from diversification from single stock concertation to Rule 144 filings.

Andrew received his bachelor’s degree in Finance from the Robert H. Smith School of Business. While enrolled at the University of Maryland, he was a member of the OZ Sports Philanthropy Club.

Andrew was raised in Briarcliff Manor, New York where he received numerous honors as a multi-sport athlete and spent time volunteering with The Miracle League of Westchester and Habitat for Humanity initiatives. He currently resides in the Noho neighborhood of Manhattan and enjoys boxing, attending sporting events and travelling in his free time.

Andrew has obtained the Financial Planning Specialist designation, is Series 7/66 Licensed and has been named to the firm's Pacesetter's Club in both 2022 and 2023.

Chris joined The Canterbury Group at Morgan Stanley Wealth Management in July 2022 as a Financial Advisor. The Team is comprised of five professionals bringing their clients approximately 90 years of combined market knowledge in the financial services industry.

Prior to joining Morgan Stanley, Chris was a Trader at Axiom Investors covering Asian Equities. While overseeing the execution of Japan and Asia ex-Japan equity and currency orders he successfully built and maintained strong relationships with multiple brokerage firms on the street.

Chris began his career at Deutsche Asset Management, where he spent eight years and rose to the position of Assistant Vice President of Active Equity Trading. Building on his expertise from DeAM, he advanced to Senior Trader, spending two and a half years at Akana Capital Management and eleven years at International Value Advisers, LLC before transitioning to Axiom.

In addition to holding the Chartered Retirement Planning Counselor (CRPC) and the Certified Exit Planning Advisor (CEPA) designation, Chris earned his MBA in Finance from St. John’s University and a Bachelor's Degree in Anthropology from The University at Buffalo.

Outside of work, Chris enjoys spending time with his family through various recreational activities, including hiking, ice skating, tennis, and swimming. He also coaches his daughter’s basketball team and his son’s baseball team. A passionate Buffalo Bills fan, Chris is also an avid clarinet player.

Vince graduated from Lebanon Valley College (PA.), with a Bachelor of Science in Business Administration in 2007. He has worked in the financial services industry since 2007, when he became an Operations Associate at Smith Barney. Vince worked in operations at Smith Barney’s White Plains, NY office, while also running day-to-day operations at their satellite office in Scarsdale, NY. He moved to the Smith Barney Mt. Kisco office in November 2008. He continued his work in operations until he was promoted to Branch Manager’s Assistant in July 2012. In that position, he played an intricate role in leading the office through the Smith Barney/Morgan Stanley joint venture. In March 2013, Vince accepted an opportunity to become a Registered Client Service Associate in Morgan Stanley’s Purchase office.

In April 2013, Vince joined The Canterbury Group (formerly The Horizon Group) and brought with him, 5+ years’ worth of knowledge and skills from operations and management. The skillset Vince brings to his role as Registered CSA enables him to bring a unique perspective to the client’s Morgan Stanley experience. Moreover, his calm demeanor and positive attitude make him a trusted and valued member of the team.

Vince resides in Fairfield, CT with his wife, Kristen and his three children, Sienna, Dean and Anthony.

Audra began her financial service career with Morgan Stanley in August 2004 as a sales assistant in the White Plains, NY office of Morgan Stanley. In 2005, Audra transferred to the wealth management office in Purchase, NY to be an executive assistant to the Director of the Branch Managers Task Force. In 2006, Marc Goldstein joined Morgan Stanley from Smith Barney and recruited Audra to join his team as a Client Service Associate. Audra has played an intricate role in developing deep comprehensive client relationships.

Audra’s administrative skills and responsibilities continue to expand dramatically, as does her passion and dedication to the standard of client service excellence. Audra works diligently to maintain the highest standards of client service and administrative support.

Audra is a Bronx native who has resided in Westchester County with her husband Richard since 1993. Audra has two daughters, Crystal and Danielle, and is blessed with a grandson David. Audra enjoys travel and trips to the beach with her family.