Anthony Dertouzos
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, International Client Advisor, Founders Specialist
Phone:
(212) 761-8565(212) 761-8565
Morgan Stanley Private Wealth Management
The Clermont Group
Anthony DertouzosVictor MicorettiPankti MehtaJanine Millensifer, CFP®, CEPA®Carolyn HernandezAshley Kaplan, CFP®*Tara FeenaghtyMatthew Dertouzos
Direct:
(212) 761-8565(212) 761-8565
Industry Award WinnerOur Mission Statement
We seek to be the primary counselor in all aspects of our clients' financial lives through the understanding of their objectives and our consistency in delivering results.
OUR TEAM
Our Group is a Private Wealth Management team within Morgan Stanley, dedicated to providing bespoke investment and financial planning solutions to a select group of ultra-high-net worth individuals and families from around the world. Our team custom-tailors targeted advice to address our clients’ most mundane to most complex challenges. Powered by the Morgan Stanley franchise, we endeavor to provide unbiased, objective counsel on a myriad of topics, including, but not limited to, asset allocation, manager search and selection, family governance, lending solutions, estate, trust and tax planning strategies, insurance, retirement and philanthropic planning, pre-liquidity and pre-deal planning and the management of concentrated positions. We are a diverse team of investment professionals, delivering a client coverage model designed to support our clients in meeting their goals and objectives. Critically, we prosecute the day-to-day execution of our mission with teamwork, rigor, professionalism and integrity and in collaboration with our clients.
Capabilities
- Tax, Trust & Estate AdvisoryFootnote1
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Alternative InvestmentsFootnote2
- Private Investments
- Hedging Strategies
- Open-Architecture Platform
- Family Governance & Wealth Education
- Investment Management
- Manager Selection
- Philanthropy Management
- Consolidated Reporting
- 10b5-(1) Programs
- Proprietary Investment Opportunities
- Risk Management
- Tailored LendingFootnote3
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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- 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, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and 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.
FAMILY OFFICE RESOURCES
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth clients across a broad range of family wealth management issues. View our linked resources below to learn more about Morgan Stanley Family Office Resources capabilities.
Family Office Resources Overview
As your family grows and your wealth increases, you may face more subtle and profound wealth
management issues. As the demands of your family grow and evolve, you will likely need
professionals who have expanded capabilities.
Learn More Heremanagement issues. As the demands of your family grow and evolve, you will likely need
professionals who have expanded capabilities.
Philanthropy Management
Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit
organizations by offering a suite of services to help define and realize clients’ charitable missions. View the link below to learn more about Philanthropy Management.
Learn More Hereorganizations by offering a suite of services to help define and realize clients’ charitable missions. View the link below to learn more about Philanthropy Management.
Family Governance and Wealth Education
For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.
Learn More Here
Estate Planning Strategies
Our experienced professionals are available to discuss various tax, trust and estate strategies with you
and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans.
Learn More Hereand your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans.
Donor Advised Funds
While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.
Learn More Here
Trust Services
Our trustee platform is “open architecture,” meaning that we provide you with access and ability to select an
appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Learn More Hereappropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley,
analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.
Barron's
2026 Top 1,500 Financial Advisors
Top 1,200 Financial Advisors: 2020-2025
Top Private Wealth Management Teams: 2021-2022
Morgan Stanley
Morgan Stanley's Chairman's Club (2020-2026)
Disclosure
2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 Financial Advisors: State-by-State and Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2020-2025 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 2020-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2021-2022 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (2021-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Liquidity & Legacy
Building a company—or rising to lead one—can concentrate your risk, your time and ultimately your net worth into a single outcome. By the time a liquidity event comes into view, your personal life and your company's balance sheet may become deeply intertwined. Our work begins by helping bring structure, discipline and coordination—so your personal wealth strategy is treated with the same rigor you've given your business, in coordination with your outside tax and legal advisors.
1. The Liquidity Event Roadmap
Whether wealth arrives all at once through an IPO or sale, or accumulates over years through equity awards, the decisions made ahead of each liquidity window often matter most. We work with founders and executives well in advance to organize the personal balance sheet, quantify risks and liquidity needs, and align investing, tax, trust/estate and charitable planning—so the right structures and processes are in place before a transaction.
2. Concentrated Stock Strategy
A concentrated position can be both the engine of wealth and its greatest vulnerability. We help build a customized approach to single‑stock risk—evaluated in light of your objectives, overall risk profile, tax situation and time horizon, while minimizing the possibility that required disclosures of any sales or hedges send unintended signals to your board or the public.
3. Equity Compensation Planning & Qualified Small Business Stock (QSBS)
Equity is often the largest and most complex part of your net worth, and managing it well means understanding both the rules and the opportunities. For public company executives, that includes Rule 144 considerations, option exercises, and more. For founders of qualifying private companies, QSBS can offer meaningful tax benefits to eligible shareholders. We help you understand how these provisions may apply to your circumstances.
4. Disciplined Selling & 10b5‑1 / Rule 144
Once a company is public, creating liquidity is a matter of both strategy and compliance. We support systematic, compliant approaches—including 10b5‑1 programs and Rule 144 solutions—as well as tailored diversification and liquidity strategies such as systematic selling over time and block sales, as appropriate.
5. Estate, Legacy, & Giving
We support wealth transfer and charitable planning—coordinated with your attorney and tax advisor—including strategies such as charitable remainder trusts, and donor‑advised giving through Morgan Stanley GIFT.
6. Life Beyond the Liquidity Event
After liquidity, we help implement and maintain a durable plan—through portfolio construction and management, ongoing assessment and reporting, and broader family wealth advisory support such as family governance, wealth education and philanthropy management.
Location
1585 Broadway, 21st
Fl
New York, NY 10036
US
Direct:
(212) 761-8565(212) 761-8565
Meet The Clermont Group
Victor Micoretti
Senior Vice President, Private Wealth Advisor, Family Wealth Director
Phone:
(212) 761-4993(212) 761-4993
Pankti Mehta
Private Wealth Advisor
Phone:
(212) 761-3833(212) 761-3833
Janine Millensifer, CFP®, CEPA®
Vice President, Private Wealth Management, Private Wealth Advisor, Portfolio Manager
Phone:
(212) 761-5261(212) 761-5261
Carolyn Hernandez
First Vice President, Chief of Staff
Phone:
(212) 761-8588(212) 761-8588
Ashley Kaplan, CFP®*
Vice President, Private Wealth Management Associate
Phone:
(212) 761-2381(212) 761-2381
Kyle Jeffery
Vice President, Investment Consultant
Phone:
(212) 761-6616(212) 761-6616
Tara Feenaghty
PWM Client Service Associate
Phone:
(212) 761-2048(212) 761-2048
Matthew Dertouzos
PWM Analyst
Phone:
(212) 761-0504(212) 761-0504
About Anthony Dertouzos
As a Managing Director and founder of the group, Anthony brings more than 25 years of experience advising ultra-high net worth individuals and multigenerational families. He serves an elite client base that includes affluent investors, family offices, and concentrated shareholders of public and private companies, delivering tailored guidance across complex balance sheets and evolving family priorities.
As head of the team, Anthony leads the development and oversight of strategic asset allocation models and investment policy reviews, and he directs the manager search, selection, and ongoing performance measurement process. He partners with clients and their advisors to design integrated strategies spanning tax-aware investing, trust and estate planning considerations, risk management, philanthropic planning, and alternative investments. His approach is grounded in disciplined portfolio construction, thoughtful implementation, and continuous review to help clients stay aligned with long-term objectives.
Anthony began his financial services career in 1999 at Banc of America Securities in the Private Client Services division, and later held senior roles at Citigroup and Credit Suisse. Following the closure of Credit Suisse’s U.S. Private Banking business in 2015, Anthony and his team joined Morgan Stanley’s Private Wealth Management division, where they continue to serve clients across a broad range of needs.
Anthony has been recognized in leading industry publications, including Barron’s. He earned a B.S. in Economics from the University of Massachusetts Amherst and an M.B.A. from New York University’s Stern School of Business. He lives between New York City and New Jersey with his wife and children.
As head of the team, Anthony leads the development and oversight of strategic asset allocation models and investment policy reviews, and he directs the manager search, selection, and ongoing performance measurement process. He partners with clients and their advisors to design integrated strategies spanning tax-aware investing, trust and estate planning considerations, risk management, philanthropic planning, and alternative investments. His approach is grounded in disciplined portfolio construction, thoughtful implementation, and continuous review to help clients stay aligned with long-term objectives.
Anthony began his financial services career in 1999 at Banc of America Securities in the Private Client Services division, and later held senior roles at Citigroup and Credit Suisse. Following the closure of Credit Suisse’s U.S. Private Banking business in 2015, Anthony and his team joined Morgan Stanley’s Private Wealth Management division, where they continue to serve clients across a broad range of needs.
Anthony has been recognized in leading industry publications, including Barron’s. He earned a B.S. in Economics from the University of Massachusetts Amherst and an M.B.A. from New York University’s Stern School of Business. He lives between New York City and New Jersey with his wife and children.
Securities Agent: WV, WY, WI, WA, VT, VA, UT, TX, TN, SD, SC, RI, VI, PA, OR, OK, NY, NV, NM, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, NJ, AR, AL, AK, OH, PR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1482738
NMLS#: 1482738
About Victor Micoretti
Advising a distinct group of entrepreneurs and their families across the country, Victor helps manage the complexities that come with significant wealth. His approach is to guide clients through major life events and achievements. Victor leverages Morgan Stanley’s extensive institutional resources to provide sophisticated solutions across investment strategy, tax management, estate planning and philanthropy. His ultimate goal is to help clients feel confident and in control of their financial lives, allowing them to focus on what they do best—creating and building.
Victor is committed to delivering highly customized strategies designed to simplify financial complexity for families as they experience meaningful new chapters—from new business endeavors and liquidity events to family milestones and legacy planning.
He earned his undergraduate degree in finance from LIU Post in 2011, with a concentration in marketing, and joined Morgan Stanley thereafter. Victor lives in Long Island City with his wife, Sasha, an entrepreneur, and their daughters, Ezra and Eliza. His family has a long-standing tradition of philanthropy, hosting the annual Party for Life event since the late 1990s. The event has raised more than $3.2 million for children with cancer through organizations such as the Be The Match Foundation and Kids Need More
Victor is committed to delivering highly customized strategies designed to simplify financial complexity for families as they experience meaningful new chapters—from new business endeavors and liquidity events to family milestones and legacy planning.
He earned his undergraduate degree in finance from LIU Post in 2011, with a concentration in marketing, and joined Morgan Stanley thereafter. Victor lives in Long Island City with his wife, Sasha, an entrepreneur, and their daughters, Ezra and Eliza. His family has a long-standing tradition of philanthropy, hosting the annual Party for Life event since the late 1990s. The event has raised more than $3.2 million for children with cancer through organizations such as the Be The Match Foundation and Kids Need More
Securities Agent: SD, WI, VA, PA, WY, WV, WA, VT, VI, UT, TX, TN, SC, RI, PR, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MS, MO, MN, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, NH, MT, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1830775
NMLS#: 1830775
About Pankti Mehta
Pankti joined the Clermont Group in 2023 with a focus on building a network of clients and forming new relationships with high net-worth individuals to introduce them to Morgan Stanley’s capabilities. Pankti advises clients on a myriad of wealth management related topics including Investment Planning, Wealth Planning, Trust & Estate, and Philanthropy. Ultimately, Pankti works closely with her clients to help them achieve their financial goals through proper guidance and relationship management.
Pankti began her professional career in 2015 at Korn Ferry, an executive search firm, where she harnessed a similar skill set helping Corporate Executives identify new career opportunities. Following her time at Korn Ferry, Pankti then worked as a Financial Advisor in Goldman Sach’s Private Wealth Management Division. Pankti received a Bachelor of Arts degree from The College of New Jersey where she majored in Industrial/ Organizational Psychology with a minor in Religious Studies, and a Masters of Business Administration degree from UNC Kenan-Flagler School of Business.
Pankti resides in New York City. She enjoys travelling, scoping out vegetarian-friendly restaurants, and attending stand-up comedy shows. Pankti is a certified dancer in the Indian classical dance form called Bharatnatyum.
NMLS # 2502059
Pankti began her professional career in 2015 at Korn Ferry, an executive search firm, where she harnessed a similar skill set helping Corporate Executives identify new career opportunities. Following her time at Korn Ferry, Pankti then worked as a Financial Advisor in Goldman Sach’s Private Wealth Management Division. Pankti received a Bachelor of Arts degree from The College of New Jersey where she majored in Industrial/ Organizational Psychology with a minor in Religious Studies, and a Masters of Business Administration degree from UNC Kenan-Flagler School of Business.
Pankti resides in New York City. She enjoys travelling, scoping out vegetarian-friendly restaurants, and attending stand-up comedy shows. Pankti is a certified dancer in the Indian classical dance form called Bharatnatyum.
NMLS # 2502059
Securities Agent: NC, CT, TX, SC, RI, PA, OH, MT, MS, MO, IN, AK, SD, NY, NJ, NH, ND, IL, IA, WY, ME, MD, KY, AZ, ID, HI, CO, VI, NM, LA, DE, AR, VT, UT, NE, MI, CA, AL, WA, PR, MN, FL, DC, TN, OR, OK, MA, GA, WV, WI, VA, NV, KS; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2502059
NMLS#: 2502059
About Janine Millensifer
As a Morgan Stanley Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™, Janine has more than 13 years of experience working with ultra-high net worth executives, entrepreneurs, and multigenerational families. She leverages her experience in financial planning, investment selection, and client relationship management to create value with a purpose driven approach to managing wealth.
A native of New Orleans, Janine attended University of Colorado Boulder earning a degree in Psychology. Upon completing an internship with Merrill Lynch, she launched her financial career as a sales associate at LPL Financial. She transitioned to UBS Private Wealth Management, where she operated as a COO, senior wealth strategist and primary trader out of their Chicago office. Since arriving at Morgan Stanley, Janine has been an active member of the Financial Planning Association®, as well as the New York City chapter of the National Association of Women Business Owners® where she serves on the Board Nominating Committee.
A current resident of Manhattan’s West Village neighborhood, Janine is a member of the New York City Ballet Young Patrons Circle. She is also a volunteer for InvestWrite, a program of the SIFMA Foundation, aiming to build a bridge between classroom learning and the real world to strengthen economic opportunity across communities. She enjoys live music, traveling internationally, and exploring the New York plant-based restaurant scene.
A native of New Orleans, Janine attended University of Colorado Boulder earning a degree in Psychology. Upon completing an internship with Merrill Lynch, she launched her financial career as a sales associate at LPL Financial. She transitioned to UBS Private Wealth Management, where she operated as a COO, senior wealth strategist and primary trader out of their Chicago office. Since arriving at Morgan Stanley, Janine has been an active member of the Financial Planning Association®, as well as the New York City chapter of the National Association of Women Business Owners® where she serves on the Board Nominating Committee.
A current resident of Manhattan’s West Village neighborhood, Janine is a member of the New York City Ballet Young Patrons Circle. She is also a volunteer for InvestWrite, a program of the SIFMA Foundation, aiming to build a bridge between classroom learning and the real world to strengthen economic opportunity across communities. She enjoys live music, traveling internationally, and exploring the New York plant-based restaurant scene.
Securities Agent: UT, VT, WA, WI, WV, WY, HI, VA, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, IL, PR, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, ID, IA, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2148375
NMLS#: 2148375
About Carolyn Hernandez
Since joining the team in 2004, Carol has been a cornerstone of our client service, leveraging her extensive experience to enhance our offerings.
Carol's career in financial services began in 2000 at Citigroup’s Salomon Smith Barney as a sales assistant. She further developed her experience at Credit Suisse from 2008 to 2015 before stepping into her role as Group Director at Morgan Stanley. Her academic achievements include a Bachelor’s Degree in Criminal Justice from St. John’s University.
Her dedication to delivering a first-class, personalized experience for our clients is truly exceptional. With over 20 years in the industry, Carol ensures our clients receive the full spectrum of services that Morgan Stanley provides.
Outside of work, Carol enjoys life in Long Island with her husband and two children. They love spending time at the beaches, cheering on their son at hockey games, and exploring the Catskills.
Carol's career in financial services began in 2000 at Citigroup’s Salomon Smith Barney as a sales assistant. She further developed her experience at Credit Suisse from 2008 to 2015 before stepping into her role as Group Director at Morgan Stanley. Her academic achievements include a Bachelor’s Degree in Criminal Justice from St. John’s University.
Her dedication to delivering a first-class, personalized experience for our clients is truly exceptional. With over 20 years in the industry, Carol ensures our clients receive the full spectrum of services that Morgan Stanley provides.
Outside of work, Carol enjoys life in Long Island with her husband and two children. They love spending time at the beaches, cheering on their son at hockey games, and exploring the Catskills.
About Ashley Kaplan, CFP®*
Ashley joined our team in 2022 as a Private Wealth Management Associate. In her role, Ashley is dedicated to supporting our clients with their day-to-day financial needs, including cash management, philanthropic activities, and investment implementation. She works closely with our clients' Trust, Tax, and Estate Counsel to establish Donor-Advised Funds, Trusts, and Loan accounts.
Before joining Morgan Stanley, Ashley gained valuable experience as a Registered Client Associate and Branch Trainer with a Wealth Management team at Merrill Lynch. She earned a Bachelor’s degree in finance from Hofstra University and a Master of Business Administration degree from NYU Stern. Additionally, Ashley is well-qualified with her Series 7 and 66 licenses, the Chartered Retirement Planning Counselor (CRPC) designation, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Ashley resides on Long Island, NY, where she enjoys the proximity to the beach. Notably, she completed the NYC marathon in 2024 and 2025 and is currently training for the Berlin Marathon in 2026.
*This role cannot solicit or provide investment advice
Before joining Morgan Stanley, Ashley gained valuable experience as a Registered Client Associate and Branch Trainer with a Wealth Management team at Merrill Lynch. She earned a Bachelor’s degree in finance from Hofstra University and a Master of Business Administration degree from NYU Stern. Additionally, Ashley is well-qualified with her Series 7 and 66 licenses, the Chartered Retirement Planning Counselor (CRPC) designation, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Ashley resides on Long Island, NY, where she enjoys the proximity to the beach. Notably, she completed the NYC marathon in 2024 and 2025 and is currently training for the Berlin Marathon in 2026.
*This role cannot solicit or provide investment advice
About Kyle Jeffery
Kyle joined The Clermont Group in 2026 as an Investment Consultant, where he oversees the team’s Ultra-High-Net-Worth (UHNW) client relationships. He is responsible for sourcing, evaluating, and managing the team’s Equity, Fixed Income, and Alternative Investments portfolios, including conducting due diligence on investment opportunities.
Prior to joining the group, Kyle began his career at Morgan Stanley as a Wealth Advisory and Financial Advisory Associate. He then worked at Bessemer Trust, a premier multi-family office, where he delivered proactive, highly personalized advice to clients across Investment Management, Wealth Planning, and Family Office Services.
Kyle earned his Bachelor of Arts in Economics from the University of Miami. He currently resides in Colts Neck, New Jersey.
Prior to joining the group, Kyle began his career at Morgan Stanley as a Wealth Advisory and Financial Advisory Associate. He then worked at Bessemer Trust, a premier multi-family office, where he delivered proactive, highly personalized advice to clients across Investment Management, Wealth Planning, and Family Office Services.
Kyle earned his Bachelor of Arts in Economics from the University of Miami. He currently resides in Colts Neck, New Jersey.
About Tara Feenaghty
Tara Feenaghty joined the Clermont Group in November 2024 as a PWM Client Service Associate. Her work focuses on investment strategy and portfolio management for ultra-high net worth clients, with responsibilities spanning portfolio construction, asset allocation, trading, tax-aware investment strategies, risk management, alternative investments, and investment analysis. She works closely with the team’s advisors to develop and implement customized investment strategies, evaluate portfolio positioning, and address complex client needs. Tara prepares analytical models to evaluate financial planning opportunities and investment scenarios, helping identify solutions aligned with clients’ long-term objectives, tax considerations, and broader wealth plans.
Tara participated in the firm’s 2023 internship program and was subsequently invited to join the team full-time following her graduation. She has additional experience at Battery Ventures, Goldman Sachs, and Northwestern University’s Endowment Office.
She attended Northwestern University, where she earned a bachelor’s degree in economics with focuses in business and legal studies. Tara holds the SIE, Series 7, and Series 66 licenses, as well as PWM Certified and Alternative Investment Certified designations. She lives in New York City and enjoys marathon training on the West Side Highway, exploring new cuisines, and visiting family in New Jersey.
Tara participated in the firm’s 2023 internship program and was subsequently invited to join the team full-time following her graduation. She has additional experience at Battery Ventures, Goldman Sachs, and Northwestern University’s Endowment Office.
She attended Northwestern University, where she earned a bachelor’s degree in economics with focuses in business and legal studies. Tara holds the SIE, Series 7, and Series 66 licenses, as well as PWM Certified and Alternative Investment Certified designations. She lives in New York City and enjoys marathon training on the West Side Highway, exploring new cuisines, and visiting family in New Jersey.
About Matthew Dertouzos
Matthew joined The Clermont Group in April 2026 as a PWM Analyst. In this role, he supports clients’ day-to-day needs, including cash management, long-term planning, and philanthropic initiatives. He began his career at Morgan Stanley in June 2023 in wealth management and has completed his Series 7, 63, and 66 licenses.
Prior to Morgan Stanley, Matthew earned a B.S. in Finance and a Real Estate Analysis and Development Certificate from the Smeal College of Business at Pennsylvania State University. He lives in New York City with his twin brother. Outside of work, Matthew enjoys following his favorite New York sports teams, spending time with friends and family, and trying new restaurants around the city.
Prior to Morgan Stanley, Matthew earned a B.S. in Finance and a Real Estate Analysis and Development Certificate from the Smeal College of Business at Pennsylvania State University. He lives in New York City with his twin brother. Outside of work, Matthew enjoys following his favorite New York sports teams, spending time with friends and family, and trying new restaurants around the city.
Contact Anthony Dertouzos
Contact Victor Micoretti
Contact Pankti Mehta
Contact Janine Millensifer
Awards and Recognition
Barron's Top 1,200 Financial Advisors: State-by-State
2020-2026 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 2020-2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
PWM Leadership Insights & Outcomes
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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.
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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4677197 (7/2025)
