The Clermont Group

Anthony A. Dertouzos advises an elite clientele of affluent individual investors, families, and concentrated shareholders of public and private businesses. Anthony’s primary focus is on restricted stock, hedging and monetization strategies, and wealth transfer analysis resulting from mergers, acquisitions, and private liquidity events. His investment regimen is rooted in strategic investment policy development, asset allocation and implementation.
 
Anthony began his career in Private Client Services at Banc of America Securities in 1998, where he joined as an Associate Partner. In 2001, the group moved its practice to Citigroup’s Salomon Smith Barney, where Anthony became a leading partner and managing director. After seven years at Citigroup, Anthony transitioned with the team to the Private Banking North America business at Credit Suisse, where they remained until 2015. Anthony has been recognized in several Wall Street publications, including being named one of Barron’s Top 100 Financial Advisors in NY for 2012 and 2013 and in the nation for 2014 and 2015. In 2007, he was listed 6th in On Wall Street’s annual ranking of “Top Advisors under 40.” He was most recently named to Forbes’ 2022 Best-In-State Wealth Advisor and Barron’s Top 1,200 Financial Advisors for 2022.

Anthony received a Bachelor of Science degree in economics from the University of Massachusetts at Amherst and a Master of Business Administration from New York University’s Stern School of Business. Anthony divides his time between New York City and New Jersey with his wife and children.

​Forbes Best-In-State Wealth Advisors
Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/20 - 6/30/21.

Barron's Top 1,200 Financial Advisors: State-by-State 2022
​Source: Barron's.com (March 2022) 2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2020 - Sept 2021.

2012-2013 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
​Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012.

2014-2015 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: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2013 - Sept 2014.

Victor’s primary focus is new business development, maintaining relationships with current and prospective clients, and creating awareness around the team’s capabilities. Victor guides a unique group of highly successful individuals and their families to make confident planning and investing decisions.
 
Prior to being promoted to Private Wealth Advisor, Victor filled an extensive range of roles including financial planning, creating asset allocations, overseeing the team’s day-to-day operations, and managing the client experience.
 
Joining Private Wealth Management in 2015, he relocated from within Morgan Stanley, where he began his career in 2010. Victor has a strong desire to help clients at all stages of their lives achieve both their short and long-term goals, and has spent the last 12 years learning from the ground up. 
 
He earned his undergraduate degree in Finance at LIU Post in 2011 with a concentration in marketing. Victor currently lives in Long Island City with his wife, Sasha, an entrepreneur, and their newborn daughter Ezra. For the last 24 years, his family has hosted an annual event called the Party For Life, raising money for children with cancer – over $2.8M to date (Be the Match Foundation, Kids Need MoRE).

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

As a Morgan Stanley Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™, Janine has more than 13 years of experience advising 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 member of the team since 2004, Carol serves as the Group Director for the team at Morgan Stanley Private Wealth Management.

She began her financial services career in 2000, joining Citigroup’s Salomon Smith Barney as a sales assistant. She then worked with the team at Credit Suisse from 2008-2015 and joined Morgan Stanley in 2015. Carol attended St. Johns University, graduating cum laude with a B.S. Degree in Criminal Justice.

Carol’s priority is to provide first-class dedicated service to our clients providing a customized boutique experience within one of the world’s premier financial institutions. Leveraging her 20+ years in client service she focuses on delivering all the services Morgan Stanley has to offer.

Carol lives with her husband and two children in Long Island, New York. They enjoy spending time on the beaches of Long Island and the mountains of the Catskills, NY.

Ryan joined Morgan Stanley in March of 2021. As a CERTIFIED FINANCIAL PLANNER™(CFP^®), Ryan works closely with clients in constructing and managing customized financial plans that are tailored around each client’s unique objectives around wealth transfer, risk management, and philanthropy. Ryan incorporates his planning expertise further through leading the team’s efforts around portfolio and investment analytics.

Prior to joining Morgan Stanley, Ryan worked at BMO Capital Markets, where he worked with the Investment Grade Trading and Syndication Desks. Prior to BMO Capital, Ryan worked in Private Wealth Management as a Senior Associate at KLS Advisors, where he helped advise clients on various wealth planning strategies and investment management solutions.

Ryan grew up in Garden City, New York and attended Chaminade High School. He went on to attend The College of the Holy Cross, where he earned Bachelor’s Degrees in both Economics and German. Ryan currently resides in the Upper East Side of New York City with his wife and enjoys golfing, traveling, and reading in his free time.

* This role cannot solicit or provide investment advice

Ashley Kaplan joined the team in January of 2022 as a Private Wealth Management Associate. She supports our clients with their day-to-day financial needs such as cash management, philanthropic activities and investment implementation. Ashley also works closely with our clients Trust, Tax and Estate Counsel on setting up Donor-Advised Funds, Trusts and Loan accounts.

Prior to joining Morgan Stanley, she spent some time as a Registered Client Associate and Branch Trainer working with a Wealth Management team at Merrill Lynch.

Ashley graduated from Hofstra University in 2016 with a Bachelor’s degree in Finance. Currently, she is pursuing a Master's degree with NYU Stern. She holds her Series 7 and 66, Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning and most recently obtained the CERTIFIED FINANCIAL PLANNER™(CFP^®) designation. Ashley currently resides on Long Island, NY where she enjoys living close to the beach.

* This role cannot solicit or provide investment advice

Tara Feenaghty joined the Clermont Group in November of 2024 as a PWM Client Service Associate. She helps to support the everyday needs of our clients including cash management, long-term plans, and philanthropic endeavors.

Tara participated in our 2023 internship program and was later invited to join the team full-time following her graduation. She has additional internship experience from Battery Ventures, Goldman Sachs Private Wealth, 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 lives in New York City and enjoys running on the West Side Highway, exploring new restaurants, and visiting family in New Jersey.