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®, CDFA®Carolyn HernandezRyan Buser, CFP®*Ashley Kaplan, CFP®*Tara Feenaghty
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 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.
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
Barron's "Top 1200 Financial Advisors" (2014-2015, 2018, 2020-2025)
Barron's "Top 100 Financial Advisors and Teams" (2021-2022)
Barron's "Top 1000 Financial Advisors" (2010-2013)
Barron's "Top 100 Financial Advisors" (2014-2015)
Forbes
Forbes Best-in-State Wealth Management Teams (2024-2025)
Forbes Best-In-State Wealth Advisors (2018-2025)
Forbes Top Next-Gen Wealth Advisors Best-In-State (2025)
Morgan Stanley
Morgan Stanley's Chairman's Club (2017, 2018, 2020-2025)
Disclosure
2023-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
2018-2024 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2025 Forbes Top Next-Gen Wealth Advisors Best-in-State: Source Forbes.com (Awarded 2025). Data as of 3/31/25 compiled by SHOOK Research LLC. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor.
2010-2015, 2018, 2020-2024 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 2010-2015, 2018, 2020-2023). 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.
2014-2015 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2014-2015). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Location
1585 Broadway, 21st
Fl
New York, NY 10036
US
Direct:
(212) 761-8565(212) 761-8565
Meet The Clermont Group
Victor Micoretti
First Vice President, Private Wealth Management, 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
Associate Vice President, Wealth Management, Private Wealth Advisor, Portfolio Manager
Phone:
(212) 761-5261(212) 761-5261
Carolyn Hernandez
First Vice President, Group Director
Phone:
(212) 761-8588(212) 761-8588
Ryan Buser, CFP®*
Assistant Vice President, Business Development Director
Phone:
(212) 761-0504(212) 761-0504
Ashley Kaplan, CFP®*
Assistant Vice President, Private Wealth Management Associate
Phone:
(212) 761-2381(212) 761-2381
Tara Feenaghty
PWM Client Service Associate
Phone:
(212) 761-2048(212) 761-2048
About Anthony Dertouzos
As a Managing Director and founder of the group, Anthony has over 25 years of experience servicing the needs of ultra-high net worth individuals and their families. Anthony advises an elite clientele, including affluent individual investors, families, and concentrated shareholders of both public and private businesses. As the head of the team, his primary responsibilities encompass overseeing asset allocation models, managing the search and selection process, performance measurement, and developing strategies for tax, trust, and estate planning. Additionally, he is involved in risk management, alternative investment knowledge, and philanthropic advisory services. His investment approach is deeply rooted in strategic investment policy reviews, asset allocation, and implementation.
Anthony's career in finance began in 1998 at Banc of America Securities within the Private Client Services division. He subsequently held significant roles at Citigroup and Credit Suisse. Following the closure of Credit Suisse’s US Private Banking business in 2015, Anthony and his team joined Morgan Stanley’s Private Wealth Management Division, where the team continues to thrive.
Throughout his career, Anthony has been highly recognized in several Wall Street publications, including Barron’s and Forbes. He holds 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.
Anthony's career in finance began in 1998 at Banc of America Securities within the Private Client Services division. He subsequently held significant roles at Citigroup and Credit Suisse. Following the closure of Credit Suisse’s US Private Banking business in 2015, Anthony and his team joined Morgan Stanley’s Private Wealth Management Division, where the team continues to thrive.
Throughout his career, Anthony has been highly recognized in several Wall Street publications, including Barron’s and Forbes. He holds 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.
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 act as a partner, guiding clients through major life events and achievements. Victor leverages Morgan Stanley’s extensive institutional resources to provide sophisticated solutions in investment strategies, tax management, estate planning, and philanthropic endeavors. 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.
Named one of Forbes' Best-in-State Next Generation Advisors in 2025, Victor has been recognized for his commitment to excellence and for helping to shape the future of wealth management. This achievement reflects a proven ability to deliver highly customized strategies that 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 at LIU Post in 2011 with a concentration in marketing, joining Morgan Stanley thereafter. Victor lives in Long Island City with his wife, Sasha, an entrepreneur, and their daughters Ezra & Eliza. His family has a long-standing tradition of philanthropy, hosting the annual Party for Life event since the late 1990’s, which has raised over $3.2 million for children with cancer through organizations like the Be the Match Foundation and Kids Need MoRE.
Source: Source: Forbes.com (Awarded Aug 2025). Determined based on an evaluation process by SHOOK Research LLC in partnership with Forbes for the period 3/31/24-3/31/25.
Named one of Forbes' Best-in-State Next Generation Advisors in 2025, Victor has been recognized for his commitment to excellence and for helping to shape the future of wealth management. This achievement reflects a proven ability to deliver highly customized strategies that 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 at LIU Post in 2011 with a concentration in marketing, joining Morgan Stanley thereafter. Victor lives in Long Island City with his wife, Sasha, an entrepreneur, and their daughters Ezra & Eliza. His family has a long-standing tradition of philanthropy, hosting the annual Party for Life event since the late 1990’s, which has raised over $3.2 million for children with cancer through organizations like the Be the Match Foundation and Kids Need MoRE.
Source: Source: Forbes.com (Awarded Aug 2025). Determined based on an evaluation process by SHOOK Research LLC in partnership with Forbes for the period 3/31/24-3/31/25.
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 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 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 Ryan Buser, CFP®*
Ryan joined Morgan Stanley in March of 2021. As a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, Ryan works closely with existing and prospective clients to construct and manage customized financial plans that are tailored around each client’s unique objectives around efficient wealth transfer, risk management, and multi-generational planning. As the lead of The Clermont Group’s Investment Analytics and Portfolio Construction Process, Ryan leverages his experience to identify bespoke solutions that are appropriate to help families that he works with achieve their long-term investment objectives.
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 advised clients on wealth planning strategies and investment management solutions.
*This role cannot solicit or provide investment advice
Originally from Garden City, New York, Ryan attended Chaminade High School before earning Bachelor’s Degrees in both Economics and German from The College of the Holy Cross. Ryan currently resides in the Upper East Side of New York City with his wife, Louise, and their young daughter, Lily. In his free time, Ryan enjoys golfing, traveling, and reading.
* This role cannot solicit or provide investment advice
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 advised clients on wealth planning strategies and investment management solutions.
*This role cannot solicit or provide investment advice
Originally from Garden City, New York, Ryan attended Chaminade High School before earning Bachelor’s Degrees in both Economics and German from The College of the Holy Cross. Ryan currently resides in the Upper East Side of New York City with his wife, Louise, and their young daughter, Lily. In his free time, Ryan enjoys golfing, traveling, and reading.
* This role cannot solicit or provide investment advice
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 holds a Bachelor’s degree in finance from Hofstra University. 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 is currently training for the 2025 marathon.
*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 holds a Bachelor’s degree in finance from Hofstra University. 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 is currently training for the 2025 marathon.
*This role cannot solicit or provide investment advice
About Tara Feenaghty
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.
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.
Contact Anthony Dertouzos
Contact Victor Micoretti
Contact Pankti Mehta
Contact Janine Millensifer
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2023-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2018-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
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.
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Private Wealth Management
Professional Insights
The Clermont Group Named to Forbes Magazine's Best-In-State Wealth Management Teams 2025
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
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
LISTEN | Passion Assets: Investing in Art
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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 | Morgan Stanley
CRC 4237142 (02/2025)
