Executive Director, Financial Advisor, Alternative Investments Director, Workplace Advisor – Equity Compensation, Portfolio Manager
The Cypress Grove Group at Morgan Stanley
Direct:
(972) 943-7277(972) 943-7277
Our Mission Statement
Bringing integrated compensation and wealth advice to successful executives, entrepreneurs and their families.
DEALING WITH THE CHALLENGE OF ILLIQUID WEALTH
We focus on addressing the complex financial needs of Corporate Executives and Entrepreneurs: individuals whose success has resulted in significant concentrated positions in their company’s stock or appreciable business value that has not been monetized.
With locations in two of America’s major business regions—New York City and the Dallas-Fort Worth Metroplex—The Cypress Grove Group is one of the handful of financial advisory teams that focuses on helping clients weave their illiquid wealth into comprehensive wealth plans. We bring the dedication usually reserved for ultra-high net worth individuals to successful executives and business owners.
In 2025, The Cypress Grove Group was recognized as a Best-In-State Wealth Management Team by Forbes and Shook Research. Drawing on the knowledge and experience of our team of professionals, as well as the global resources of Morgan Stanley, we help clients craft personalized plans that efficiently and effectively address regulatory, tax, diversification, and generational issues.
If you need advice about your complex compensation and monetization needs, please reach out to us. We can help.
" 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/disclosures/awards-disclosure/"
With locations in two of America’s major business regions—New York City and the Dallas-Fort Worth Metroplex—The Cypress Grove Group is one of the handful of financial advisory teams that focuses on helping clients weave their illiquid wealth into comprehensive wealth plans. We bring the dedication usually reserved for ultra-high net worth individuals to successful executives and business owners.
In 2025, The Cypress Grove Group was recognized as a Best-In-State Wealth Management Team by Forbes and Shook Research. Drawing on the knowledge and experience of our team of professionals, as well as the global resources of Morgan Stanley, we help clients craft personalized plans that efficiently and effectively address regulatory, tax, diversification, and generational issues.
If you need advice about your complex compensation and monetization needs, please reach out to us. We can help.
" 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/disclosures/awards-disclosure/"
Services Include
- Investment: Asset allocation, Asset location, investment management, alternative investments, private portfolio management
- Equity Compensation: Restricted stock sale, portfolio loan, gifting of stock, purchases, 10b5-1 plan
- Business Monetization: Recapitalization, IPO, sale to strategic acquirer, sale to private equity investor, sale to an ESOP
- Risk: Investment and financial, life and disability insurance, life insurance trusts, long term care insurance
- Lending and Cash Management
- Lifestyle: Balance sheet, cash flow, education spending, retirement plans, annuities
- Family Governance and Wealth Education: Governance structures, documents, wealth education plans
- Philanthropy Management: Charitable giving, philanthropic services (advisory, giving, connections)
- Disclaimer: Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
- 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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Challenge of Concentrated Stock Positions
There are many reasons you've had a successful career. You're among the best at what you do. You're an innovator. But perhaps most important of all, you're an enterprise leader with the dedication and vision to value the organization's interests as much, if not more than, those of your own unit or department. That's why you've been rewarded with sizable equity compensation in the form of stock grants or options.
While you have additional assets in your retirement plan, other investment accounts, insurance, and real estate, this concentrated stock position in your company represents a significant part of your total wealth. This also represents significant challenges, such as tax implications, liquidity limitations, and potential volatility. You need the help of someone who understands the complex regulations as well as the potential political ramifications surrounding equity compensation.
How We Can Help
The Cypress Grove Group at Morgan Stanley specializes in helping executives manage equity compensation issues and craft bespoke, all-inclusive wealth plans. Drawing on our team's experience and expertise, as well as Morgan Stanley's resources, we help corporate insiders navigate insider trading regulations and reporting requirements.
We can suggest tax-efficient approaches to diversification and strategies to address cash flow needs before stock liquidity is available.
- Exchange Funds: Provide diversification without triggering taxable gains through IRS-approved tax-deferred investment vehicles
- Opportunity Zone Investments
- Donor Advised Funds: Gifting appreciated long-term gain stock to offset income tax in a year when there is a liquidity event
- Portfolio Line of Credit: Borrowing against stock in a portfolio line as needed for immediate cash flow requirements
- 10b5-1 Plans: Preset diversification plans to sell through open and closed windows, approved by legal counsel and executed by third parties
- QSBS Exclusion: Gain from the sale or exchange of qualified small business stock (QSBS) may be 100% excluded from income
THE CHALLENGE OF MONETIZING BUSINESS VALUE
You've devoted yourself to building your own business. It was never really about the money; that was just a way to keep score. It was actually about pursuing your passion, being your own boss, challenging the status quo, and creating something lasting. Through your ingenuity, determination and grit, you've achieved success.
Now you're ready for another challenge, you'd like to spend more time with your family, or both. But you have substantial net worth that's difficult to access. You know your success in business doesn't automatically qualify you to steer your family through this very complex transition. You need advice and guidance from a team with the expertise and experience to help you manage what could be the transaction of a lifetime.
How We Can Help
The Cypress Grove Group at Morgan Stanley specializes in working with entrepreneurs just like you. We help you leverage personal wealth for business growth or liquidity as well as examine potential exit strategies in light of family as well as financial needs.
Drawing on our in-house expertise and the resources of Morgan Stanley we can help you through every stage in the life of a successful entrepreneur:
- Strategic Client Group / Investment Bank (private sale)
- IPO
- Generation: gain access to liquidity for business and personal use through approaches best suited to your needs and circumstances
- Monetization: model alternative strategies to monetize the value of your enterprise and consider how the proceeds hold be structured and invested
- Retirement: calculate cash flow needs, determine post career priorities and implement succession plans for continued family ownership
- Transfer: prepare younger generations with the education and support needed to assume control of family business and philanthropic legacies
THE CHALLENGE OF INTERGENERATIONAL WEALTH
You've been so dedicated to your company's needs that you probably never focused on the wealth you've built. Now that you've integrated the value of your concentrated stock into your plan or monetized the value of your business, you've found that your hard work has potentially provided generational wealth for your family. This realization raises family, lifestyle, and values questions as well as financial issues.
How much of your wealth do you want your heirs to inherit and are they prepared intellectually and emotionally to manage it? How can you make sure the money you donate is used effectively and how can you get your family interested in philanthropy? How can you develop a trust, tax and estate strategy and overall wealth plan that will provide for your current and future needs as well those of your heirs and causes?
How We Can Help
The Cypress Grove Group at Morgan Stanley can help you answer these questions and address these challenges. We bring the same level of attentiveness and service to all the issues you're facing, not just those involving your compensation, business, and finances.
Thanks to the resources available from Morgan Stanley we can provide you with comprehensive family office style services.
Tax, Trust and Estate Planning
We will coordinate with your other advisors to explore the elements of your existing TTE plan and see how it works with your wealth plan and if changes need to be made.
Philanthropic Advisory
We will help you and your family create a mission statement and a charitable giving plan that matches your values as well as your needs.
Family Governance and Education
We will work with your family to ensure that they have the knowledge and understanding to play whatever role in the family's wealth future that you and they wish.
Lifestyle Services
We can offer you access to specialists who can help you with travel and concierge services, health and security advisory, tangible asset management, personal enrichment and financial administration.
Art Resources Team
Morgan Stanley's Art Resources Team can help you craft bespoke solutions regarding the art and collectibles which may make up a portion of your assets.
Location
7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
Direct:
(972) 943-7277(972) 943-7277
55 East 52nd Street
10th Fl
New York, NY 10055
US
Direct:
(972) 943-7277(972) 943-7277
Meet The Cypress Grove Group
Senior Vice President, Financial Advisor, Alternative Investments Director, Workplace Advisor - Equity Compensation, Senior Portfolio Manager
First Vice President, Financial Advisor, Portfolio Management Director, Workplace Advisor - Equity Compensation
Senior Vice President, Financial Advisor, Portfolio Manager, Alternative Investments Director, Workplace Advisor - Equity Compensation
Phone:
(212) 503-1671(212) 503-1671
Phone:
(214) 468-7235(214) 468-7235
Thomas Threlfall, CFP®, CIMA®
Vice President, Wealth Management, Financial Advisor
Phone:
(212) 503-2337(212) 503-2337
Michael McTernan, CFP®
Vice President, Financial Advisor
Phone:
(212) 503-1183(212) 503-1183
Erick Daily
Portfolio Associate
Stephanie Donato
Assistant Vice President, Director of Business Strategy
Phone:
(972) 943-7285(972) 943-7285
James D Marner
Business Development Associate, Client Service Associate
Daniel Oppizzi
Registered Client Service Associate, Financial Planning Specialist*
Collin Spence
Registered Client Service Associate
About Michael Tuscano
Michael founded the Cypress Grove Group at Morgan Stanley with the intention of meeting clients wherever they stand in their financial journey and helping them establish long-term relationships with advisors who understand the complexities of their personal and professional lives. His clients include executives at publicly traded companies and self-made entrepreneurs across the United States whose key concerns typically revolve around multigenerational wealth transfer, liquidity events, corporate compensation and tax mitigation. By working with a diverse range of successful clients over the years, Michael has seen the world from various perspectives, and he uses this experience to help clients anticipate what might lie ahead and how they may be able to position themselves to target their unique objectives. He is very process oriented in his approach, maintaining a disciplined methodology but pivoting tactically as needed in response to clients’ changing circumstances and objectives or evolving market and economic environments.
For nearly three decades, Michael has focused on identifying opportunities for his clients, find solutions to their challenges and scaling up his resources to meet their needs and goals. He began his financial services career in 1998, building his business from scratch and joining Morgan Stanley in 2005 in order to gain access to the firm’s broad and deep platform of resources. By choosing to establish his team at Morgan Stanley, Michael has the capacity to bring its full spectrum of financial tools to his clients—both what they need today and what they might grow into in the future.
Michael and his wife, Erica, have three children—Letta, Gray and Rhett—and the family is very active in school, sports and church activities. In his free time, Michael enjoys tournament fishing, free diving and long-distance open-water swimming. He also spearheads the team’s charitable initiatives, including corporate sponsorship of organizations that are very important to his clients.
For nearly three decades, Michael has focused on identifying opportunities for his clients, find solutions to their challenges and scaling up his resources to meet their needs and goals. He began his financial services career in 1998, building his business from scratch and joining Morgan Stanley in 2005 in order to gain access to the firm’s broad and deep platform of resources. By choosing to establish his team at Morgan Stanley, Michael has the capacity to bring its full spectrum of financial tools to his clients—both what they need today and what they might grow into in the future.
Michael and his wife, Erica, have three children—Letta, Gray and Rhett—and the family is very active in school, sports and church activities. In his free time, Michael enjoys tournament fishing, free diving and long-distance open-water swimming. He also spearheads the team’s charitable initiatives, including corporate sponsorship of organizations that are very important to his clients.
Securities Agent: TX, VT, RI, NM, WY, WV, WI, WA, VI, VA, UT, TN, SD, SC, PR, PA, OR, OK, OH, NY, NV, NJ, NH, NE, NC, MT, MS, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, ND, KS, AK, MO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301091
NMLS#: 1301091
About Matt Ventura
Matt Ventura is one of the founding members of The Cypress Grove Group at Morgan Stanley. With more than two decades of experience in the financial services industry, Matt addresses the unique opportunities and challenges of business owners, corporate executives and high-net-worth families through personalized planning and advice. He focuses on collaborative discussions and analysis to gain insight into the circumstances, objectives and needs of each client, which he uses to develop financial strategies designed to align with their personal and professional goals. By handling the long-term strategic planning and short-term tactical management of his clients’ finances, Matt gives them the capacity to focus their time on their families, careers and recreational adventures.
Over the course of his career, Matt has served in a variety of roles throughout the financial services industry. His experience in banking, currency trading, insurance and investment management formed a cumulative progression that allows Matt to provide robust and sophisticated solutions to families and businesses.
Matt and his wife reside in North Dallas with their three daughters. In his free time, Matt enjoys supporting his children’s activities, watching college football and spending time outdoors. He is also a member of the Texas A&M College of Agriculture Development Council, a founding member of Rodeo Celina and automotive enthusiast.
Over the course of his career, Matt has served in a variety of roles throughout the financial services industry. His experience in banking, currency trading, insurance and investment management formed a cumulative progression that allows Matt to provide robust and sophisticated solutions to families and businesses.
Matt and his wife reside in North Dallas with their three daughters. In his free time, Matt enjoys supporting his children’s activities, watching college football and spending time outdoors. He is also a member of the Texas A&M College of Agriculture Development Council, a founding member of Rodeo Celina and automotive enthusiast.
Securities Agent: NJ, IL, TN, NM, PR, UT, AL, SD, MA, LA, RI, OR, OK, VA, AK, VT, WA, VI, WV, KY, KS, IN, NE, MI, AZ, NH, MN, WI, CT, IA, PA, MT, ME, GA, HI, FL, CA, ID, MO, WY, DC, TX, NY, SC, MS, NV, NC, ND, MD, DE, CO, AR, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 2140230
NMLS#: 2140230
About Joseph Sircely
Joe is one of the founding members of The Cypress Grove Group at Morgan Stanley. He focuses on building relationships with corporate executives, entrepreneurs and their families to help them develop and implement goals-based wealth strategies. He enjoys working with clients who are looking for guidance to help them grow, protect and manage their wealth through their retirement years. More broadly, Joe seeks to understand and support clients’ lifestyle and legacy objectives, as well as integrate the various components of their financial lives into a cohesive plan. Through Morgan Stanley, he has access to the firm’s sophisticated resources and industry-leading solutions that he can use to address the opportunities and challenges of clients’ personal wealth.
Joe graduated from the University of Texas at Austin with a degree in economics and began his career as a financial advisor in 2001, first with Northwestern Mutual and then with UBS before joining Morgan Stanley in 2009. He continues to be an avid student of macroeconomic trends, and he uses the specialized tools available through Morgan Stanley to help clients resolve complexities within an ever-changing global environment.
Joe lives in Frisco, Texas, with his wife, Kate, and their three children. He is a board member and long-time supporter of the North Texas chapter of the Leukemia & Lymphoma Society, and he enjoys competitive sailboat racing and watching college football and Formula 1.
Joe graduated from the University of Texas at Austin with a degree in economics and began his career as a financial advisor in 2001, first with Northwestern Mutual and then with UBS before joining Morgan Stanley in 2009. He continues to be an avid student of macroeconomic trends, and he uses the specialized tools available through Morgan Stanley to help clients resolve complexities within an ever-changing global environment.
Joe lives in Frisco, Texas, with his wife, Kate, and their three children. He is a board member and long-time supporter of the North Texas chapter of the Leukemia & Lymphoma Society, and he enjoys competitive sailboat racing and watching college football and Formula 1.
Securities Agent: MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, AK, OH, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1487150
NMLS#: 1487150
About Brian Herbets
Brian focuses on helping simplify the complex financial lives of affluent families through his high-touch, highly customized and comprehensive service model. Through sophisticated tax, estate planning and financial planning strategies, coupled with frequent and consolidated reporting, Brian believes that clients can “live more and be confident,” knowing that even the smallest details are being taken care of for their families.
Since joining the financial services industry in 2012, Brian has consistently worked with a similar clientele, gaining extensive experience in understanding and addressing their needs. He began his career as a Director at MATAURO before going to Merrill Lynch, and he moved his practice to Morgan Stanley in 2021. Brian graduated with a degree in finance from Syracuse University.
Born and raised in the Maryland suburbs of Washington, D.C., Brian now lives in Fair Haven, New Jersey, with his fiancé, Michaella, and their two dogs, Piggy and Ranger. Outside the office, he is an avid skier and golfer and a Philadelphia Eagles fan.
Since joining the financial services industry in 2012, Brian has consistently worked with a similar clientele, gaining extensive experience in understanding and addressing their needs. He began his career as a Director at MATAURO before going to Merrill Lynch, and he moved his practice to Morgan Stanley in 2021. Brian graduated with a degree in finance from Syracuse University.
Born and raised in the Maryland suburbs of Washington, D.C., Brian now lives in Fair Haven, New Jersey, with his fiancé, Michaella, and their two dogs, Piggy and Ranger. Outside the office, he is an avid skier and golfer and a Philadelphia Eagles fan.
Securities Agent: OH, WV, GA, CT, IL, MI, NH, MT, TN, VI, PR, WY, WI, WA, VT, VA, UT, TX, SD, SC, RI, PA, OR, OK, NY, NV, NM, NJ, NE, ND, NC, MS, MO, MN, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, FL, DE, DC, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1861375
NMLS#: 1861375
About Robert DiCicco
Robert DiCicco, a Financial Advisor and Portfolio Manager with Morgan Stanley in Dallas, Texas, serves the diverse and often complex wealth planning needs and legacy goals of his high- and ultra-high-net-worth clients. Among them are successful professionals, entrepreneurs and senior corporate executives, many of whom are pillars in the Dallas community. He also serves endowments and foundations.
Many of his clients have been working with Robert for as long as he has been in the securities industry, and he sees it as a privilege to now be guiding many of their children and grandchildren. By keeping his practice limited to a select group of clients, Robert can deliver an extraordinary level of attention and service, including the myriad white-glove services he believes his clients deserve, while leveraging the global resources of Morgan Stanley.
Robert, a Certified Investment Management Analyst® (CIMA®), is also a strong believer that a knowledgeable investor is a comfortable investor. Therefore, he takes the time to educate his clients in easy-to-understand language about the many opportunities available to them and how to best capitalize on those opportunities to achieve their life goals. In 2025, Robert's team, The Cypress Grove Group, was recognized as a Best-In-State Wealth Management Teams by Forbes.
Born in Philadelphia and raised in Dallas, Robert has made his home in Texas for more than two decades. When he’s not working, he loves spending time with his wife and two daughters, as well as their bird dogs. He also loves to cook.
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Many of his clients have been working with Robert for as long as he has been in the securities industry, and he sees it as a privilege to now be guiding many of their children and grandchildren. By keeping his practice limited to a select group of clients, Robert can deliver an extraordinary level of attention and service, including the myriad white-glove services he believes his clients deserve, while leveraging the global resources of Morgan Stanley.
Robert, a Certified Investment Management Analyst® (CIMA®), is also a strong believer that a knowledgeable investor is a comfortable investor. Therefore, he takes the time to educate his clients in easy-to-understand language about the many opportunities available to them and how to best capitalize on those opportunities to achieve their life goals. In 2025, Robert's team, The Cypress Grove Group, was recognized as a Best-In-State Wealth Management Teams by Forbes.
Born in Philadelphia and raised in Dallas, Robert has made his home in Texas for more than two decades. When he’s not working, he loves spending time with his wife and two daughters, as well as their bird dogs. He also loves to cook.
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Securities Agent: HI, AZ, VT, UT, LA, CT, VA, MD, IL, DC, AR, NH, NC, MI, MA, KS, ID, WI, WA, MT, MN, CO, WY, VI, OR, OH, NV, MS, GA, TX, NJ, IA, PR, PA, NY, ND, OK, NM, MO, KY, IN, DE, CA, AK, WV, TN, SD, RI, NE, AL, SC, ME, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1622256
NMLS#: 1622256
About Thomas Threlfall
Tom is a Financial Advisor at Morgan Stanley focusing on financial planning for Corporate Executives at various Fortune 500 companies. After graduating from the University of Delaware with degrees in Finance and economics, Tom spent 10 years at Bank of America Merrill Lynch serving clients in a similar role. Tom seeks to provide his clients with the same high-quality wealth management he would expect to receive. As a client, he seeks transparency, tax efficiency, conflict-free compensation and flexible holistic planning.
Tom begins every relationship by exploring what is most important in clients’ lives to gain a thorough understanding of their resources, lifestyle, and goals for their wealth, family, and business. The resulting knowledge and insight guide him as he develops customized, disciplined strategies designed to help clients achieve their goals.
Tom has always been committed to staying at the forefront of the industry by pursuing various executive education programs and industry-specific designations. He was recently named to 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. In 2016, he attained the CERTIFIED FINANCIAL PLANNER™ certification, as awarded by the Certified Financial Planning Board of Standards, Inc. Tom’s business is built upon the foundation of planning financial strategies for the families he serves, so attaining the CFP® certification was part of his commitment to understanding planning techniques for the various facets of a client’s financial life. The CFP® certification is one of the most recognized and respected credentials in the financial services profession.
Next he attained the Certified Investment Management Analyst® designation, sponsored by the Investments & Wealth Institute™ at the Wharton School, University of Pennsylvania. Tom utilizes this designation to assist clients in various areas of investment strategies such as asset allocation, risk and performance measurement, investment objectives, ethics and due diligence.
Tom lives in Wyckoff, New Jersey and enjoys spending time on the mountains whether mountain biking in the summer or skiing in the winter with his wife Marta and two children, Roman and Sophia.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Tom begins every relationship by exploring what is most important in clients’ lives to gain a thorough understanding of their resources, lifestyle, and goals for their wealth, family, and business. The resulting knowledge and insight guide him as he develops customized, disciplined strategies designed to help clients achieve their goals.
Tom has always been committed to staying at the forefront of the industry by pursuing various executive education programs and industry-specific designations. He was recently named to 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. In 2016, he attained the CERTIFIED FINANCIAL PLANNER™ certification, as awarded by the Certified Financial Planning Board of Standards, Inc. Tom’s business is built upon the foundation of planning financial strategies for the families he serves, so attaining the CFP® certification was part of his commitment to understanding planning techniques for the various facets of a client’s financial life. The CFP® certification is one of the most recognized and respected credentials in the financial services profession.
Next he attained the Certified Investment Management Analyst® designation, sponsored by the Investments & Wealth Institute™ at the Wharton School, University of Pennsylvania. Tom utilizes this designation to assist clients in various areas of investment strategies such as asset allocation, risk and performance measurement, investment objectives, ethics and due diligence.
Tom lives in Wyckoff, New Jersey and enjoys spending time on the mountains whether mountain biking in the summer or skiing in the winter with his wife Marta and two children, Roman and Sophia.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
Securities Agent: PR, NE, RI, IN, MN, VI, SD, OR, UT, TX, WA, WI, TN, SC, WV, KS, WY, NY, VT, OH, LA, VA, PA, ND, MD, NC, NH, KY, OK, MT, NV, NM, MS, NJ, DC, ID, IL, MO, CT, CO, MI, ME, HI, MA, FL, GA, IA, DE, CA, AK, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 848088
NMLS#: 848088
About Michael McTernan
Mike is Senior Portfolio Manager and a Certified Financial Planner™. In this role, Mike serves as a lead advisor for the team's high net worth clientele, providing individuals and families with comprehensive financial solutions ranging from private banking and investment management to legacy and estate planning. As a one of the teams Graystone advisors, Mike has a niche expertise in equity compensation and employee workplace benefits.
Mike holds a bachelor’s degree from Drexel University, where he was a team captain and later the assistant coach of the men's lacrosse team. Mike earned a master's degree with honors in Financial Management from the Durham business school, while serving as the head coach of the universities lacrosse team. During this time, Mike also played and was later named captain of Irelands National Lacrosse team.
Prior to joining Morgan Stanley, Mike spent a decade as a financial advisor at Merrill Lynch and at HSBC.
Mike holds a bachelor’s degree from Drexel University, where he was a team captain and later the assistant coach of the men's lacrosse team. Mike earned a master's degree with honors in Financial Management from the Durham business school, while serving as the head coach of the universities lacrosse team. During this time, Mike also played and was later named captain of Irelands National Lacrosse team.
Prior to joining Morgan Stanley, Mike spent a decade as a financial advisor at Merrill Lynch and at HSBC.
Securities Agent: DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, DE, NE, AK, AL, AR, AZ, CA, CO, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 865133
NMLS#: 865133
About Eric Fuller
Eric has worked in financial services since 2006. He uses his background as a Financial Advisor, as well as his knowledge of banking to help address the various aspects of the client's entire financial life. Eric has worked on wealth management strategies that serve as a compass in helping high net-worth families to pursue their financial goals while also simplifying their complexities of wealth.
Eric is a Certified Private Wealth Advisor professional (CPWA®) .
Unlike credentials that focus primarily on financial planning, the Investments and Wealth Institute's CPWA Program takes a holistic and multidisciplinary approach that includes wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management strategies, and legacy planning.
His focus is to help guide business owners, executives, and high net worth families to navigate complex financial strategies. He delivers a comprehensive approach to managing wealth that begins with listening to a client's needs and helping ensure every strategy is grounded in understanding what each client wants to achieve.
Eric's mission is to understand clients, and their priorities. Eric takes the time to ask hard, smart questions, and listen carefully to understand in great detail exactly where your wealth stands today, and where you would like to be tomorrow. He helps to design, implement, and monitor a customized wealth management strategy that helps you and your family pursue your financial goals without unnecessary investment risk.
Eric lives in the Dallas area with his 3 children. He spends his spare time doing volunteer work, coaching local youth sports and caring for his horses.
Eric is a Certified Private Wealth Advisor professional (CPWA®) .
Unlike credentials that focus primarily on financial planning, the Investments and Wealth Institute's CPWA Program takes a holistic and multidisciplinary approach that includes wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management strategies, and legacy planning.
His focus is to help guide business owners, executives, and high net worth families to navigate complex financial strategies. He delivers a comprehensive approach to managing wealth that begins with listening to a client's needs and helping ensure every strategy is grounded in understanding what each client wants to achieve.
Eric's mission is to understand clients, and their priorities. Eric takes the time to ask hard, smart questions, and listen carefully to understand in great detail exactly where your wealth stands today, and where you would like to be tomorrow. He helps to design, implement, and monitor a customized wealth management strategy that helps you and your family pursue your financial goals without unnecessary investment risk.
Eric lives in the Dallas area with his 3 children. He spends his spare time doing volunteer work, coaching local youth sports and caring for his horses.
Securities Agent: PA, NV, NJ, VI, NC, VT, RI, CT, NH, WA, WI, WY, PR, WV, TX, MD, AR, TN, SD, SC, IN, MA, KS, NM, NY, ND, OR, LA, FL, DE, MT, DC, UT, ME, VA, IL, CO, NE, HI, MN, OK, MO, MS, KY, GA, MI, IA, ID, CA, AZ, AK, AL, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 535893
NMLS#: 535893
About Brian Rabasca
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Securities Agent: AL, AR, OR, AK, AZ, CA, IA, ID, NJ, PA, MD, MN, MI, IN, KS, TN, KY, OH, WI, MT, RI, NY, VA, MS, ND, UT, LA, CO, NV, FL, ME, MO, NH, VT, DE, VI, GA, WV, PR, WY, NM, WA, TX, SD, NE, HI, DC, IL, SC, OK, NC, MA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1863597
NMLS#: 1863597
About Jeremy Cohen
Jeremy Cohen’s goal is to make an immediate, discernible impact on the lives of his clients by helping provide financial confidence in their lives. Jeremy understands that sophisticated, intelligent, successful individuals still need informed input in an effort to make the right decisions regarding complex wealth planning. He believes this is especially true for individuals whose compensation comes by way of equity, represents a substantial share of their wealth, and who may need to navigate concentrated stock positions in a tax efficient way.
Growing up in Westfield, New Jersey, the son of a mother and father in the legal field, Jeremy saw first-hand that extraordinarily busy and successful professionals needed a trusted advisor in their corner to help manage their unique wealth requirements and do the little things right. After studying economics at Syracuse University, Jeremy entered the financial services industry as a financial advisor at Merrill Lynch. He joined Morgan Stanley in 2021 alongside his team.
In his spare time Jeremy loves spending time on the lake, snowboarding and when he needs to keep his ego in check, he’ll work on his golf game with family and friends. He’s a fan of the New York Rangers and Syracuse University basketball.
Growing up in Westfield, New Jersey, the son of a mother and father in the legal field, Jeremy saw first-hand that extraordinarily busy and successful professionals needed a trusted advisor in their corner to help manage their unique wealth requirements and do the little things right. After studying economics at Syracuse University, Jeremy entered the financial services industry as a financial advisor at Merrill Lynch. He joined Morgan Stanley in 2021 alongside his team.
In his spare time Jeremy loves spending time on the lake, snowboarding and when he needs to keep his ego in check, he’ll work on his golf game with family and friends. He’s a fan of the New York Rangers and Syracuse University basketball.
Securities Agent: MA, WY, ME, OK, CA, ND, IN, IL, ID, HI, GA, TN, TX, NM, UT, FL, DC, CO, KY, MI, MN, MO, WI, WV, NC, PR, NE, PA, NV, NY, NH, LA, MT, KS, CT, IA, AZ, AK, AL, OH, VT, RI, NJ, WA, VI, AR, SC, SD, DE, MS, OR, MD, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1996952
NMLS#: 1996952
About Erick Daily
Erick's goal is to meet the complicated needs of executives, entrepreneurs and their families. Whether it’s day-to-day operations administration or helping clients meet a special need, Erick looks to find answers and, if need be, alternative means, to help meet their goals. He believes that the key to developing a relationship with clients is to put yourself in their seat and treat their need as if it were your own. With more than 20 years of varied experience in financial services, Erick joined Morgan Stanley in 2019 specifically to provide account logistics and support to corporate executives and entrepreneurs.
About Stephanie Donato
Stephanie earned a Bachelor’s of Business Administration with an emphasis in Finance from The University of Texas in Austin. She began her career in the Financial Services Industry with Lehman Brothers in 1997 where she worked in the Trading Services Division. In 1999, Stephanie joined Morgan Stanley focusing on operations, security analysis, and asset management. Presently, as a Director of Business Strategy, she supports her team by helping implement long-term investment solutions to our valued clients as well as providing superior customer service.
Stephanie and her husband Jack, have been married for over 25 years and reside in Allen, Texas with their 3 sons. In her spare time, Stephanie enjoys being outdoors with her family, watching her boys on the soccer field and volunteering within her community.
Stephanie and her husband Jack, have been married for over 25 years and reside in Allen, Texas with their 3 sons. In her spare time, Stephanie enjoys being outdoors with her family, watching her boys on the soccer field and volunteering within her community.
About Daniel Oppizzi
Dan is a Registered Client Service Associate with The Cypress Grove Group, primarily focused on cultivating and enhancing new and existing client relationships through active communication, helping resolve inquires and processing client requests. He is committed to understanding your unique financial goals and delivering proactive, tailored service that helps you feel confident and informed about your financial future. Prior to joining Morgan Stanley, Dan worked at UBS Financial Services in a similar role, where he was equipped with the skills to deliver an exceptional client experience.
Dan is a Westchester, NY native currently residing in Stamford, CT. He received his bachelor’s degree in finance and a minor in business analytics from Quinnipiac University. In his free time, Dan enjoys outdoor activities like skiing, golfing and spending quality time with friends and family.
*This role cannot solicit investment advice.
Dan is a Westchester, NY native currently residing in Stamford, CT. He received his bachelor’s degree in finance and a minor in business analytics from Quinnipiac University. In his free time, Dan enjoys outdoor activities like skiing, golfing and spending quality time with friends and family.
*This role cannot solicit investment advice.
About Collin Spence
Collin Spence is a registered associate with the Cypress Grove Group, joining the team in December of 2024. Collin brings years of service experience within the industry, coupled with a background in financial planning, to assist the team in providing a robust full-service wealth management experience to clients. Prior to his time at Morgan Stanley, Collin worked at Charles Schwab delivering wealth management solutions to clients.
Collin is born and raised in Sunnyvale, CA, the heart of the Silicon Valley. He then went on to receive his Bachelor’s degree from Cal Poly San Luis Obispo. Outside of work, Collin tries to remain active, often playing basketball, tennis, and golf with friends and family.
*This role cannot solicit investment advice.
Collin is born and raised in Sunnyvale, CA, the heart of the Silicon Valley. He then went on to receive his Bachelor’s degree from Cal Poly San Luis Obispo. Outside of work, Collin tries to remain active, often playing basketball, tennis, and golf with friends and family.
*This role cannot solicit investment advice.
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Contact Jeremy Cohen
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
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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
- Donor Advised Funds
- 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 Cypress Grove 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)
