Scott Siegel
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(561) 394-8540(561) 394-8540
The Continuum Group at Morgan Stanley
Scott SiegelBill DeMatteoSteven J RosbashJoseph Carmody, CFA, CFP®Jaynie SiegelAnthony DaCruzMarc Ridell
Direct:
(212) 296-6211(212) 296-6211
Toll-Free:
(800) 442-7267(800) 442-7267
Our Mission Statement
We guide executives and affluent families in articulating, forging, and executing a tailored strategy to preserve and grow wealth in a manner which empowers them to focus on their higher purpose and family goals.
Working With The Continuum Group
At The Continuum Group, we believe wealth management transcends mere transactions. We are steadfast in our commitment to understanding each client’s unique journey, crafting personalized financial strategies that not only secure but elevate their legacy. By seamlessly blending sophistication with genuine care, we endeavor to redefine the gold standard of financial stewardship.
Located in New York City and Boca Raton, Florida, our team consists of 17 professionals with over 325 years of combined experience in the financial services industry. We have been recognized in the press for numerous honors, including as a 2024 Barron’s Top 250 Private Wealth Management Team, a 2024 Forbes Best-In-State Wealth Management Team, and our group chief executive, Scott Siegel, was named the number two advisor in Florida for the second year in a row in Barron’s 2024 Top 1,200 Financial Advisors ranking.
We offer customized solutions and comprehensive wealth planning services, which include portfolio management, retirement planning, estate and tax planning strategies, wealth transfer, and cash management and lending solutions.
The team has navigated a multitude of market cycles, allowing us to better understand the risks that investors face. As a client of The Continuum Group you will be able to benefit from the attention and personalized care of a boutique office, coupled with the strength and resources of a leading global financial institution.
We look forward to working with you.
Award Disclosures:
2024 Barron's Top 250 Private Wealth Management Teams
Source: Barron's - Awarded May 2024. Data compiled by Barron's for the time period from Jan 2023 - Dec 2023.
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
2023-2024 Barron's Top 1200 Financial Advisors: State-by-State
Source: Barrons.com (Awarded 2023-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Located in New York City and Boca Raton, Florida, our team consists of 17 professionals with over 325 years of combined experience in the financial services industry. We have been recognized in the press for numerous honors, including as a 2024 Barron’s Top 250 Private Wealth Management Team, a 2024 Forbes Best-In-State Wealth Management Team, and our group chief executive, Scott Siegel, was named the number two advisor in Florida for the second year in a row in Barron’s 2024 Top 1,200 Financial Advisors ranking.
We offer customized solutions and comprehensive wealth planning services, which include portfolio management, retirement planning, estate and tax planning strategies, wealth transfer, and cash management and lending solutions.
The team has navigated a multitude of market cycles, allowing us to better understand the risks that investors face. As a client of The Continuum Group you will be able to benefit from the attention and personalized care of a boutique office, coupled with the strength and resources of a leading global financial institution.
We look forward to working with you.
Award Disclosures:
2024 Barron's Top 250 Private Wealth Management Teams
Source: Barron's - Awarded May 2024. Data compiled by Barron's for the time period from Jan 2023 - Dec 2023.
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
2023-2024 Barron's Top 1200 Financial Advisors: State-by-State
Source: Barrons.com (Awarded 2023-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards & In The Press
2025 Forbes Best-In-State Wealth Management Teams
2024 Forbes America's Top Wealth Advisors
2024 Forbes America's Top Wealth Management Teams
2024 Forbes Best-In-Sate Wealth Advisors
2024 Forbes Best-In-State Wealth Management Teams
2024 Barron's Top 100 Financial Advisors
2024 Barron's Top 1200 Financial Advisors
2024 Barron's Top 250 Private Wealth Management Teams
2023 Forbes America's Top Wealth Advisors
2023 Forbes America's Top Wealth Management Teams
2023 Forbes Best-In-Sate Wealth Advisors
2023 Forbes Best-In-State Wealth Management Teams
2023 Barron's Top 100 Financial Advisors
2023 Barron's Top 1200 Financial Advisors
2023 Barron's Top 100 Private Wealth Management Teams
2022 Forbes America's Top Wealth Advisors
2022 Forbes America's Top Wealth Management Teams
2022 Forbes Best-In-State Wealth Advisors
2022 Barron's Top 100 Financial Advisors
2022 Barron's Top 1200 Financial Advisors
2022 Barron's Top 100 Private Wealth Management Teams
2021 Forbes America's Top Wealth Advisors
2021 Forbes Best-In-State Wealth Advisors
2021 Barron's Top 100 Financial Advisors
2021 Barron's Top 1200 Financial Advisors
2021 Barron's Top 100 Private Wealth Management Teams
Planning for your goals and aspirations
Our team deploys a wide range of strategies to help clients achieve their goals. We understand that as your life stage changes, so do your goals and our platform is designed to help you develop a strategy to adress your changing needs.
- Retirement "What If" Scenarios
- College (529) Funding Analysis
- Income & Cashflow Planning
- Donor Advised Funds
- Charitable Remainder Trusts
- IRA Qualified Charitable Distribution
- Asset Titling & Estate Distribution
- Wealth Transfer Strategies: Annual Gifting, Gift & Estate Exemption, Generation Skipping Transfers
- Trust Planning: ILITs, GRATs, SLATs, IDGTs, Dynasty Trusts, Special Needs Trusts
- Compensation Review: RSUs, NQ & ISO Options
- AMT & Tax Management Strategies
- Managing Concentrated Stock
- Restricted Stock: Rule 144 Guidance, 10b5-1 Plans
- Cash Management & Capital
- Succession & Exit Planning
- Tax & Liquidity Strategies
- Intra-Family Transfer Techniques
- Securities-Based Lending
- Home Loans
- Life Insurance Review
- Long-Term Care Planning
- Creditor Protection
Financial Planning
Leveraging Morgan Stanley's resources—including intellectual capital, experience and dedicated personal service— we work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.
Charitable Gifting
No matter what your philanthropic ambitions are, we can help you translate good intentions into an impactful strategy by utilizing a variety of trusts, charitable vehicles and wealth management tools.
Estate Planning & Wealth Transfer
Guiding high-net-worth families with legacy planning and collaborating with external tax & legal advisors to execute estate planning strategies and integrate investment solutions.
Equity Compensation & Restricted Stock
The by-product of a successful career is often a concentrated position in your company's stock – representing a significant portion of your personal net worth and a high level of complexity. We help clients understand their equity compensation and manage their concentrated stock positions.
Business Owners
We help business owners with key strategic needs such as access to capital, plan administration and assessing possible exit strategies.
Liability Management
A comprehensive wealth management plan often includes prudent borrowing to compliment your investment portfolio. Our lending services can help provide the necessary funding and flexibility as you manage potential opportunities or liquidity needs.
Insurance & Asset Protection
A sound wealth plan requires more than seeking returns. It involves mitigating and managing risks to be protected when the unexpected occurs. Insurance, as part of your overall wealth plan, can help you get closer to achieving your retirement and legacy planning goals.
ALTERNATIVE INVESTMENTS & ULTRA HIGH NET WORTH RESOURCES
Morgan Stanley Investment Management is a leading provider of alternative investment strategies with expertise that spans across hedge funds, private equity, private credit, real estate, infrastructure, and custom multi-asset solutions.
Our team is dedicated to serving the unique needs of our clients by delivering exceptional portfolios and custom alternative investment programs.
Below please find some of the resources available to Morgan Stanley clients.
Our team is dedicated to serving the unique needs of our clients by delivering exceptional portfolios and custom alternative investment programs.
Below please find some of the resources available to Morgan Stanley clients.
Hedge Funds
We specialize in delivering a broad range of hedge fund portfolio solutions to a global client base. Our strategies include custom hedge fund portfolios; broadly-diversified, opportunistic and strategy-specific funds; and advisory services.
Learn More
Private Equity
Our private equity teams invest in segments of the market that, in our view, are generally underserved by other providers of private capital. We invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of our limited partners. We seek situations where we believe our expertise, reputation and access to the unparalleled resources of Morgan Stanley will enable us to generate attractive risk-adjusted returns.
Learn More
Private Credit
Private Credit investing is an essential component of Morgan Stanley Investment Management’s alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors by forging successful partnerships with our portfolio companies.
Learn More
Real Estate
Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and opportunistic strategies globally.
Learn More
Infrastructure
Morgan Stanley Investment Management has been investing in infrastructure assets on a global basis for over 10 years. We have since emerged as one of the industry’s leading direct infrastructure investment platforms with offices in New York, London, Melbourne, Hong Kong, Amsterdam and Mumbai.
Learn More
Custom Multi-Asset Solutions
We specialize in managing custom alternative investment solutions that enable us to address the unique risk, return and liquidity objectives of our clients.
Learn More
Family Wealth Resources
There is no simple formula to follow when creating or maintaining a single family office. In fact, some family offices are formed explicitly because the existing service models don’t sufficiently address the family’s unique needs. As a result, each single family office inevitably reflects the individual objectives, personalities and dynamics of the family that establishes it.
Learn MoreHelpful Resources For Our Valued Clients
- Approve wire transfers once enrolled in eAuthorization
- Send Money with Zelle®
- Manage everyday finances and track your spending
Morgan Stanley Online
The Morgan Stanley Online (MSO) website and app acts as a home base to view your account balance and recent activity.
Within MSO you can:
Total Wealth View
Through Morgan Stanley Online, Total Wealth View gives you the ability to link and manage multiple financial accounts from different firms all in one place. This will allow you to conveniently see your entire wealth picture, analyze cash flows and benefit from more informed wealth planning.
Digital Vault
Digital Vault lets you easily and conveniently manage and share life's most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Safeguarding Your Assets
Morgan Stanley invests considerable funds and resources every year in the development, maintenance, and enhancement of programs and processes to protect your assets and personal information.
Reserved Living & Giving
Morgan Stanley's complimentary perks program offers eligible clients access to one-of-a-kind experiences, discounts from popular brands, curated articles from our partners and Morgan Stanley thought leaders, and philanthropic inspiration.
2024 Tax Tables
While we have turned the page to 2025, the 2024 tax tables may still serve as a valuable resources as you prepare to file your 2024 tax return.
2025 Tax Tables
This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Location
55 East 52nd Street 10th
6th Floor
New York, NY 10055
US
Direct:
(212) 296-6211(212) 296-6211
Toll-Free:
(800) 442-7267(800) 442-7267
595 South Federal Highway
Suite 400
Boca Raton, FL 33432
US
Meet The Continuum Group
Bill DeMatteo
Executive Director, Wealth Management, Financial Advisor
Phone:
(212) 296-2060(212) 296-2060
Steven J Rosbash
Executive Director, Wealth Management, Financial Advisor, Alternative Investments Director, Portfolio Manager
Phone:
(212) 296-7154(212) 296-7154
Joseph Carmody, CFA, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Alternative Investments Director
Phone:
(212) 296-6207(212) 296-6207
Jaynie Siegel
First Vice President, Wealth Management, Financial Advisor
Phone:
(212) 296-1063(212) 296-1063
Anthony DaCruz
Managing Director, Wealth Management, Managing Director
Phone:
(212) 603-6167(212) 603-6167
Marc Ridell
Senior Vice President, Financial Advisor, Alternative Investments Director, Senior Portfolio Manager
Phone:
(212) 296-8640(212) 296-8640
Douglas Fecci
Senior Vice President, Director of Business Strategy
Phone:
(212) 296-1005(212) 296-1005
Kurt D. Walters
Senior Vice President, Portfolio Management Associate Director
Phone:
(212) 296-1007(212) 296-1007
Gabrielle Bird
First Vice President, Group Director
Phone:
(561) 393-2084(561) 393-2084
Steven Duryee, CFP®*
Vice President, Portfolio Management Associate
Phone:
(212) 296-1006(212) 296-1006
Daniel Hollenberg, CPM®*
Vice President, Investment Consultant – Portfolio Manager Specialist
Phone:
(212) 296-1004(212) 296-1004
Annie Small
Vice President, Business Development Director
Phone:
(212) 603-6173(212) 603-6173
Tara Raphael
Assistant Vice President, Wealth Management Associate
Phone:
(212) 296-7785(212) 296-7785
Jason Fiderer
Wealth Management Analyst
Phone:
(561) 394-8551(561) 394-8551
Nichole Ross
Registered Client Service Associate
Phone:
(212) 296-7630(212) 296-7630
Alex Boyarsky
Registered Client Service Associate
Phone:
(212) 296-1998(212) 296-1998
About Scott Siegel
Scott serves as the Chief Executive of The Continuum Group. With an esteemed career spanning nearly four decades, Scott leverages his extensive experience to assist clients in navigating the complexities and seizing the opportunities associated with managing significant wealth.
Experienced in guiding clients through various bear markets, Scott's knowledge is invaluable for ultra-high net worth individuals and families facing volatile economic periods and market turbulence. At The Continuum Group, the overarching mission under Scott's leadership is to safeguard client assets, particularly during uncertain market conditions, seeking the preservation and growth of their wealth across generations. To achieve this, Scott and his team diligently track equity and fixed income markets, adjust investment portfolios as necessary, and craft strategic financial plans focused on sustaining wealth for future generations.
Scott's insights into market dynamics have earned him a spot as a guest panelist on CNBC's "Power Lunch."
A proud alumnus of The University of Maryland, Scott holds a Bachelor of Science in Finance from the Robert H. Smith School of Business. Beyond his professional endeavors, Scott is committed to giving back, actively participating in various charitable causes.
Experienced in guiding clients through various bear markets, Scott's knowledge is invaluable for ultra-high net worth individuals and families facing volatile economic periods and market turbulence. At The Continuum Group, the overarching mission under Scott's leadership is to safeguard client assets, particularly during uncertain market conditions, seeking the preservation and growth of their wealth across generations. To achieve this, Scott and his team diligently track equity and fixed income markets, adjust investment portfolios as necessary, and craft strategic financial plans focused on sustaining wealth for future generations.
Scott's insights into market dynamics have earned him a spot as a guest panelist on CNBC's "Power Lunch."
A proud alumnus of The University of Maryland, Scott holds a Bachelor of Science in Finance from the Robert H. Smith School of Business. Beyond his professional endeavors, Scott is committed to giving back, actively participating in various charitable causes.
Securities Agent: VA, MI, FL, AL, VI, TN, SD, NM, AZ, AK, UT, KS, PA, OR, OH, NV, NE, ME, MD, LA, DC, WY, VT, RI, NY, NH, MS, GA, MT, IA, CT, CA, WA, OK, MN, MA, IN, ID, CO, TX, SC, NJ, NC, MO, IL, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 530376
NMLS#: 530376
About Bill DeMatteo
Bill DeMatteo is a seasoned Executive Director and Financial Advisor at the Continuum Group within Morgan Stanley, where he oversees all critical aspects of the business. His leadership is instrumental in sculpting the team's wealth management approach, nurturing client connections, and helping guide the organization towards continuous growth and achievement.
Boasting over two decades of experience, Bill has held a variety of positions within the financial services industry, including 17 years of management experience at Morgan Stanley. Most recently Bill served as the Market Manager of the Fifth Avenue Market in New York City.
Bill resides in New York City with his wife and two children. Outside of the office Bill is involved in multiple charities, including The Tunnel to Towers Foundation and the Morgan Stanley Children's Hospital. He is also an avid golfer.
Boasting over two decades of experience, Bill has held a variety of positions within the financial services industry, including 17 years of management experience at Morgan Stanley. Most recently Bill served as the Market Manager of the Fifth Avenue Market in New York City.
Bill resides in New York City with his wife and two children. Outside of the office Bill is involved in multiple charities, including The Tunnel to Towers Foundation and the Morgan Stanley Children's Hospital. He is also an avid golfer.
Securities Agent: OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, OK, OH, NY, NV, NM, NJ, 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, AR, AL, AK; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2589482
NMLS#: 2589482
About Steven J Rosbash
Steven serves as the Chief Investment Officer of The Continuum Group, where he plays a pivotal role in overseeing the team's investment portfolios. With more than two decades of extensive experience in trading and investing across global credit markets, he is also the lead Portfolio Manager of The Continuum Group’s endeavors in fixed income research, strategy, and execution. Steven holds the designation of Alternative Investments Director at Morgan Stanley, a role in which he drives the team's efforts in due diligence, selection, and monitoring of alternative asset investments.
Before his tenure at The Continuum Group, Steven distinguished himself as a Managing Director and Portfolio Manager at Millennium Management, a prominent multi-strategy hedge fund. His professional journey commenced at Goldman Sachs where he spent 12 years trading a diverse array of products within the Fixed Income, Currency, and Commodities division, including corporate bonds, preferred stock, credit default swaps, treasury bonds, and agency debt. His profound understanding of credit markets is built on a foundation of trading and risk management across a wide spectrum of credit instruments.
Steven earned his B.S. in Economics from Cornell University. Beyond his financial career, he dedicates his time as the director of Team Todd Foundation, a non-profit organization named in memory of his late nephew. The foundation is committed to supporting pediatric glioblastoma research at the Memorial Sloan Kettering Cancer Center, reflecting Steven’s commitment to making a meaningful impact beyond the financial industry.
Before his tenure at The Continuum Group, Steven distinguished himself as a Managing Director and Portfolio Manager at Millennium Management, a prominent multi-strategy hedge fund. His professional journey commenced at Goldman Sachs where he spent 12 years trading a diverse array of products within the Fixed Income, Currency, and Commodities division, including corporate bonds, preferred stock, credit default swaps, treasury bonds, and agency debt. His profound understanding of credit markets is built on a foundation of trading and risk management across a wide spectrum of credit instruments.
Steven earned his B.S. in Economics from Cornell University. Beyond his financial career, he dedicates his time as the director of Team Todd Foundation, a non-profit organization named in memory of his late nephew. The foundation is committed to supporting pediatric glioblastoma research at the Memorial Sloan Kettering Cancer Center, reflecting Steven’s commitment to making a meaningful impact beyond the financial industry.
Securities Agent: IL, CA, WY, PA, FL, AK, OH, TN, NV, NC, IN, CO, WI, TX, MT, DC, WV, OK, ME, ID, CT, AL, WA, SC, OR, NM, MS, MN, MI, KS, IA, DE, AZ, SD, NY, NE, AR, UT, MD, GA, MO, MA, LA, VT, VA, RI, NJ, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1447637
NMLS#: 1447637
About Joseph Carmody
Joe is one of the Continuum Group’s dedicated Financial Advisor. In this role he advises affluent individuals and families, assisting them in creating financial, investment, and trust & estate planning strategies. Drawing on his knowledge in the areas of wealth transfer, business succession planning, hedging and monetization strategies, risk management, lending, insurance, philanthropic services family governance, and wealth education, Joe is well-qualified to help clients optimally meet their multi-generational financial objectives.
Joe holds the highly regarded Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Family Wealth Director (FWD) designations, underscoring his experience and commitment to excellence in wealth planning and financial analysis. He is an active member of both the CFA Society of New York and the Financial Planning Association, where he contributes to the advancement of the financial planning profession.
Prior to joining Morgan Stanley, Joe honed his financial advisory and trading skills at UBS Financial Services and Lynx Capital, respectively.
His academic background includes a Bachelor of Arts from Villanova University, where he achieved a double major in Economics and Psychology, laying the foundation for his understanding of financial markets and client behavior.
Joe holds the highly regarded Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Family Wealth Director (FWD) designations, underscoring his experience and commitment to excellence in wealth planning and financial analysis. He is an active member of both the CFA Society of New York and the Financial Planning Association, where he contributes to the advancement of the financial planning profession.
Prior to joining Morgan Stanley, Joe honed his financial advisory and trading skills at UBS Financial Services and Lynx Capital, respectively.
His academic background includes a Bachelor of Arts from Villanova University, where he achieved a double major in Economics and Psychology, laying the foundation for his understanding of financial markets and client behavior.
Securities Agent: VA, DC, WY, OH, ME, ID, CT, TN, OR, NV, MN, VI, MA, LA, FL, DE, CA, OK, KS, WA, SD, RI, MD, CO, VT, MT, MI, IN, GA, AL, UT, NJ, MO, TX, SC, PA, NY, NE, IL, IA, AZ, AK, NM, NH, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1279602
NMLS#: 1279602
About Jaynie Siegel
At the Continuum Group, Jaynie serves as a dedicated Financial Advisor who is deeply committed to nurturing and expanding client relationships through cutting edge wealth management practices. Leveraging her extensive experience in multigenerational financial planning, Jaynie interfaces closely with each client and their family to identify their cherished goals and objectives, craft bespoke wealth strategies and ensure continuous, open communication. She also maintains strong connections with clients’ accountants, attorneys, and other trusted advisors, striving to deliver an all-encompassing financial experience. This approach enables Jaynie to gain a holistic understanding of each client’s life, expanding far beyond their financial needs.
Prior to joining Morgan Stanley in 2016, Jaynie completed her undergraduate studies at the University of Wisconsin-Madison, earning a bachelor’s degree in Rhetorical Studies alongside a certificate in Entrepreneurship. During her university years, she was in integral part of the Hoofers Ski & Snowboard Club board, represented Red Bull as a Student Brand Ambassador, and was actively involved in Jewish community activities.
Jaynie resides in Manhattan and spends time in South Florida throughout the year. She is an active member of the Young Wall Street Committee at the UJA-Federation of New York, as well as the First Tee, where she teaches golf fundamentals to underprivileged youth. Outside of the office, Jaynie is passionate about skiing, running, golf and rooting for the San Francisco 49ers.
Prior to joining Morgan Stanley in 2016, Jaynie completed her undergraduate studies at the University of Wisconsin-Madison, earning a bachelor’s degree in Rhetorical Studies alongside a certificate in Entrepreneurship. During her university years, she was in integral part of the Hoofers Ski & Snowboard Club board, represented Red Bull as a Student Brand Ambassador, and was actively involved in Jewish community activities.
Jaynie resides in Manhattan and spends time in South Florida throughout the year. She is an active member of the Young Wall Street Committee at the UJA-Federation of New York, as well as the First Tee, where she teaches golf fundamentals to underprivileged youth. Outside of the office, Jaynie is passionate about skiing, running, golf and rooting for the San Francisco 49ers.
Securities Agent: CO, DE, PA, NC, AL, SC, NM, DC, CT, CA, TN, NY, IL, FL, MA, LA, WY, VT, VA, UT, SD, OR, MT, KS, OK, OH, NJ, NH, ID, AZ, VI, MS, KY, GA, TX, NV, MD, IA, RI, NE, MO, MI, IN, AK, WI, WA, ND, MN, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1824529
NMLS#: 1824529
About Anthony DaCruz
Anthony (Tony) DaCruz is a Managing Director, Financial Advisor who brings over four decades of experience in the stock and bond markets, with a focus on wealth preservation and income strategies.
Prior to joining Morgan Stanley in 2011, Tony held the position of Executive Vice President at the Royal Bank of Canada, where he was a member of the prestigious Chairman’s Club for four years. His formative professional years were spent at J.B. Hanauer, culminating when becoming a member of the Board of Directors. Tony’s knowledge and experience lie in helping grow clients’ wealth through judicious investments in fixed income instruments and dividend growing stocks.
Prior to joining Morgan Stanley in 2011, Tony held the position of Executive Vice President at the Royal Bank of Canada, where he was a member of the prestigious Chairman’s Club for four years. His formative professional years were spent at J.B. Hanauer, culminating when becoming a member of the Board of Directors. Tony’s knowledge and experience lie in helping grow clients’ wealth through judicious investments in fixed income instruments and dividend growing stocks.
Securities Agent: NC, IN, FL, DE, SD, KS, AL, SC, DC, NY, NV, NH, MO, LA, AZ, AK, OK, IL, GA, MN, MI, ME, IA, CT, TX, OH, MT, MA, ID, VT, VA, UT, NJ, MD, CO, WA, TN, RI, NM, CA, WY, PA, OR, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1391136
NMLS#: 1391136
About Marc Ridell
Marc is a Senior Vice President, Alternative Investments Director, Senior Portfolio Manager and Financial Advisor with the Continuum Group at Morgan Stanley who works closely with clients to develop a strategic and holistic financial plan and to build an investment portfolio tailored to their unique needs and aligned to their goals.
Implementing a “family wealth” approach, Marc takes an overarching view of his clients’ wealth—going beyond just financial capital to also consider the equally important aspects of intellectual and human capital.
Marc began his career at Morgan Stanley in September 2011, completing the company’s vigorous Financial Advisor Associate program. After working at UBS for a decade, Marc moved his business back to Morgan Stanley in February 2023. He holds his Series 3, 7, 63 and 66 licenses, and maintains his Life Insurance, Accident and Health Insurances, and Variable Annuity licenses.
A graduate of Syracuse University, Marc is heavily involved with his alma mater. He frequently participates in activities through the Lubin House in New York City.
Marc currently resides in Cliffside Park, NJ, with his wife Cindy, son Jovi, daughter Kira, and dog Roux. He and his family will be moving to Red Bank, NJ, once their forever home is completed in late 2024. In his free time, Marc enjoys spending time with his children, using the Peloton and getting on the golf course in the summer.
Implementing a “family wealth” approach, Marc takes an overarching view of his clients’ wealth—going beyond just financial capital to also consider the equally important aspects of intellectual and human capital.
Marc began his career at Morgan Stanley in September 2011, completing the company’s vigorous Financial Advisor Associate program. After working at UBS for a decade, Marc moved his business back to Morgan Stanley in February 2023. He holds his Series 3, 7, 63 and 66 licenses, and maintains his Life Insurance, Accident and Health Insurances, and Variable Annuity licenses.
A graduate of Syracuse University, Marc is heavily involved with his alma mater. He frequently participates in activities through the Lubin House in New York City.
Marc currently resides in Cliffside Park, NJ, with his wife Cindy, son Jovi, daughter Kira, and dog Roux. He and his family will be moving to Red Bank, NJ, once their forever home is completed in late 2024. In his free time, Marc enjoys spending time with his children, using the Peloton and getting on the golf course in the summer.
Securities Agent: KS, IL, WY, MI, ID, IA, AK, WA, TN, GA, AL, UT, SC, RI, FL, TX, OR, NJ, NH, MN, ME, LA, DC, CA, PA, OH, NY, IN, WI, NC, MT, DE, NV, NM, NE, MO, MD, CT, CO, AZ, VT, SD, MA, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 2593227
NMLS#: 2593227
About Douglas Fecci
As Director of Business Strategy of The Continuum Group, Doug is an invaluable team member with an extensive background within the financial services industry. With over three decades of experience, he primarily focuses on compliance and operational challenges, ensuring leadership and streamlined coordination for all client service inquiries. His deep comprehension of client requirements, coupled with his broad industry experience, empowers him to swiftly address a wide array of complex issues that arise daily.
Before his tenure at Morgan Stanley and its preceding entities beginning in 2008, Doug held the position of group administrator at The Bergman Group within Bear Stearns.
Doug holds qualifications as a registered General Securities Sales Supervisor and as a Compliance Officer with the New York Stock Exchange.
Before his tenure at Morgan Stanley and its preceding entities beginning in 2008, Doug held the position of group administrator at The Bergman Group within Bear Stearns.
Doug holds qualifications as a registered General Securities Sales Supervisor and as a Compliance Officer with the New York Stock Exchange.
About Kurt D. Walters
As Senior Vice President, Associate Director of Portfolio Management at The Continuum Group, Kurt plays a critical role in guiding the team’s equity portfolio strategies. With more than three decades of experience in equity markets and analytical research, Kurt provides the team with valuable insights on asset allocation, investment themes, stock market trends, and the selection of individual equity securities.
Kurt joined Morgan Stanley in 2008. Prior to this, he made his mark as a Managing Director within the Investment Strategy Department at Bear Stearns. Over his nine-year tenure at Bear Stearns, Kurt dedicated himself to investment and portfolio strategy, earning recognition on the Institutional Investor Survey’s top-ranked investment strategy team on two separate occasions.
Kurt's academic foundation includes a Bachelor of Science in Geology from the University of Iowa and a Master's Degree in Financial Management from the Lubin School of Business at Pace University. Additionally, he is a certified Registered Research Analyst, further solidifying his expertise in the field.
Kurt joined Morgan Stanley in 2008. Prior to this, he made his mark as a Managing Director within the Investment Strategy Department at Bear Stearns. Over his nine-year tenure at Bear Stearns, Kurt dedicated himself to investment and portfolio strategy, earning recognition on the Institutional Investor Survey’s top-ranked investment strategy team on two separate occasions.
Kurt's academic foundation includes a Bachelor of Science in Geology from the University of Iowa and a Master's Degree in Financial Management from the Lubin School of Business at Pace University. Additionally, he is a certified Registered Research Analyst, further solidifying his expertise in the field.
About Gabrielle Bird
As the Group Director of The Continuum Group, Gabrielle’s responsibilities include overseeing the team's service and operational strategies. By coordinating with team members, Gabrielle supervises client projects that bolster both new and ongoing relationships. Her dedication to providing administrative and client support is unmatched, utilizing her extensive experience and deep understanding of firm policies to ensure client requests are handled efficiently and effectively.
Gabrielle's journey with Morgan Stanley spans over 16 years where she has ascended through various roles in client service. Most recently, Gabrielle served the Business Service Manager in our Boca Raton, Florida office.
She holds a Bachelor & Arts in Marketing from Florida State University, with a specialization in customer relationship management, and is a certified General Securities Sales Supervisor.
Gabrielle's journey with Morgan Stanley spans over 16 years where she has ascended through various roles in client service. Most recently, Gabrielle served the Business Service Manager in our Boca Raton, Florida office.
She holds a Bachelor & Arts in Marketing from Florida State University, with a specialization in customer relationship management, and is a certified General Securities Sales Supervisor.
About Steven Duryee, CFP®*
As a Portfolio Management Associate and Certified Financial Planner (CFP®)* with the Continuum Group, Steven collaborates closely with our Portfolio managers to oversee our diverse investment strategies. His expertise encompasses executing trades across various asset classes with a concentration in Fixed Income where he currently serves as Associate Portfolio Manager for our Core Bond Strategy, ensuring client portfolios maintain optimal asset and sector allocation, and assisting clients in achieving their specific financial objectives.
Steven’s financial career began at Neuberger Berman in 2004, where he served as a Registered Representative, providing advice on the firm’s proprietary mutual funds. He then enhanced his expertise in asset management at
Deutsche Bank Asset Management before joining us at Morgan Stanley, focusing on ultra-high net worth families and individuals.
Steven is a proud alumnus of Stetson University, where he earned a Bachelor of Business Administration, specializing in Finance.
*This role cannot solicit or provide investment advice
Steven’s financial career began at Neuberger Berman in 2004, where he served as a Registered Representative, providing advice on the firm’s proprietary mutual funds. He then enhanced his expertise in asset management at
Deutsche Bank Asset Management before joining us at Morgan Stanley, focusing on ultra-high net worth families and individuals.
Steven is a proud alumnus of Stetson University, where he earned a Bachelor of Business Administration, specializing in Finance.
*This role cannot solicit or provide investment advice
About Daniel Hollenberg, CPM®*
As a Vice President, Portfolio Management Associate, Daniel collaborates closely with our Portfolio Managers, ensuring our clients benefit from optimal execution. He is instrumental in liaising with our trading desks to implement our diverse investment strategies effectively. Moreover, Daniel spearheads our equity and fixed income syndicate initiatives, covering a range of offerings from IPO’s to secondary offerings to preferred and municipal bond offerings. His contribution extends beyond these duties as he plays a vital role in business development, actively engaging with our current clients to foster growth and relationships.
Before joining The Continuum Group, he enriched his expertise at UBS, where he served institutional clients, family offices and ultra-high net worth investors. There his focus was on managing equity investments for proprietary growth portfolios and conducting due diligence on single manager equity, alternative fund strategies and separately managed accounts. Daniel’s career commenced in 2010 at Credit Suisse, where as an Analyst on the trading floor, he was involved in equity swaps and interest rate products.
Daniel holds a Bachelor of Science in applied economics and management with a concentration in Finance from Cornell University. In addition, he also received his Certified Portfolio Manager designation* from Columbia University, a testament to his deep understanding of the financial sector.
*This role cannot solicit or provide investment advice
Before joining The Continuum Group, he enriched his expertise at UBS, where he served institutional clients, family offices and ultra-high net worth investors. There his focus was on managing equity investments for proprietary growth portfolios and conducting due diligence on single manager equity, alternative fund strategies and separately managed accounts. Daniel’s career commenced in 2010 at Credit Suisse, where as an Analyst on the trading floor, he was involved in equity swaps and interest rate products.
Daniel holds a Bachelor of Science in applied economics and management with a concentration in Finance from Cornell University. In addition, he also received his Certified Portfolio Manager designation* from Columbia University, a testament to his deep understanding of the financial sector.
*This role cannot solicit or provide investment advice
About Annie Small
As Vice President, Business Development Director at the Continuum Group, Annie brings over 30 years of experience and a 13-year tenure with the Firm.
Annie holds a deep understanding of the industry and is adept at tailoring business strategies to help meet client’s needs. She has earned a business degree from Union College and is a second degree blackbelt in Aikido, dedicating her time outside work to teaching and volunteering in self-defense classes and community events.
Annie holds a deep understanding of the industry and is adept at tailoring business strategies to help meet client’s needs. She has earned a business degree from Union College and is a second degree blackbelt in Aikido, dedicating her time outside work to teaching and volunteering in self-defense classes and community events.
About Tara Raphael
As a Wealth Management Associate with the Continuum Group, Tara is dedicated to delivering exceptional client service and comprehensive support to our clientele. Her tenure at Morgan Stanley, beginning in 2013, has equipped her with an in-depth knowledge of our internal processes, enabling her to efficiently address a wide range of client requests. Tara places a high value on nurturing strong relationships with clients, ensuring they have a seamless access to their financial data.
Tara’s journey with the Continuum Group commenced in 2006 at Bear Stearns following her graduation from the Alfred Lerner School of Business at the University of Delaware, where she achieved a double major in Management and Marketing. During her college years, she actively participated in Alpha Epsilon Phi sorority, serving on its Executive Committee. Tara is also committed to giving back to the community, regularly participating in Cycle for Survival and supporting other various charitable organizations. Tara resides on Long Island with her husband and two daughters.
Tara’s journey with the Continuum Group commenced in 2006 at Bear Stearns following her graduation from the Alfred Lerner School of Business at the University of Delaware, where she achieved a double major in Management and Marketing. During her college years, she actively participated in Alpha Epsilon Phi sorority, serving on its Executive Committee. Tara is also committed to giving back to the community, regularly participating in Cycle for Survival and supporting other various charitable organizations. Tara resides on Long Island with her husband and two daughters.
About Jason Fiderer
Based in our Boca Raton office, Jason plays a crucial role in crafting and implementing investment planning strategies, alternative investment due diligence and addressing client service inquiries. His journey began in New York City as an Analyst with Stifel, followed by a position as a Financial Advisor at the 1847 Private Client Group, before he brought his expertise to Morgan Stanley.
Jason holds a bachelor’s degree in management and a certificate in Business Foundations from the Kelley School of Business at Indiana University. Now calling Fort Lauderdale his home, Jason fills his time with tennis but more recently pickleball, golf, travel, and cherished moments with loved ones.
Jason holds a bachelor’s degree in management and a certificate in Business Foundations from the Kelley School of Business at Indiana University. Now calling Fort Lauderdale his home, Jason fills his time with tennis but more recently pickleball, golf, travel, and cherished moments with loved ones.
About Nichole Ross
Nichole is a vital member of our team In her role as a Registered Client Service Associate. She is dedicated to assisting clients with various service needs, including facilitating money transfers, handling document requests, and setting up new accounts. She holds both the Series 7 and 66 licenses.
Originally from Ohio, Nichole is an alumnus of Kent State University, where she earned her bachelor’s in finance. Her professional journey began at Macy’s, initially as an Assistant Account Manager before transitioning to an Assistant Planner for the Buyers Team. Following her tenure at Macy’s, Nichole brought her talents to RBC Wealth Management.
Residing in Manhattan for the past several years, Nichole takes pleasure in discovering the city’s vibrant scenes with friends and family. Her broad experience and passion for finance make her an invaluable asset to our team and clients alike.
Originally from Ohio, Nichole is an alumnus of Kent State University, where she earned her bachelor’s in finance. Her professional journey began at Macy’s, initially as an Assistant Account Manager before transitioning to an Assistant Planner for the Buyers Team. Following her tenure at Macy’s, Nichole brought her talents to RBC Wealth Management.
Residing in Manhattan for the past several years, Nichole takes pleasure in discovering the city’s vibrant scenes with friends and family. Her broad experience and passion for finance make her an invaluable asset to our team and clients alike.
About Alex Boyarsky
Alex Rose Boyarsky is a Client Service Associate at the Continuum Group, where she is committed to delivering exceptional support and financial services to clients. With a Bachelor of Science in Personal Finance from the University of Wisconsin-Madison, Alex brings a strong foundation in finance, business management and data analytics to her role. Throughout her professional internship experiences, she has gained experience in private wealth management and tax credit research.
In addition to her work at the Continuum Group, Alex actively participates in leadership and development programs aimed at enhancing client experiences and positive relationships with peers. Outside of work, Alex enjoys networking, artisanal bread making, yoga and painting.
In addition to her work at the Continuum Group, Alex actively participates in leadership and development programs aimed at enhancing client experiences and positive relationships with peers. Outside of work, Alex enjoys networking, artisanal bread making, yoga and painting.
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Wealth Management
From Our Team
The Continuum Group: 2024 Review & 2025 Outlook
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
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Are You Prepared for Tax Day?
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
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- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Continuum Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
