The Fairchester Group at Morgan Stanley

Marcelo Ippoliti has been advising individuals, families and small business owners on their current/future financial needs since 1994. Having grown up in a small business household, Marcelo understands the needs for retirement planning, lending and wealth transfer.

Marcelo has been at our current location of Greenwich, CT for his entire career. Marcelo has also obtained the firm’s financial planning designation, along with becoming an investment management consultant.

Marcelo holds a B.A. in finance and economics from Pace Universities Lubin School of Business. He is also fluent in Spanish.

Marcelo lives in Westchester County New York with his three children. Marcelo is active in the local community affairs and assisting in helping coach his kid’s soccer and baseball teams.

With over 30 years of experience at Morgan Stanley, Jim has successfully helped countless clients save for retirement enabling them as well as their families to enjoy a better quality of life. In his roles on the team as a Senior Vice President, Financial Advisor and Senior Investment Management Consultant, he primarily focuses on client acquisition, financial planning, retirement planning and investment strategies, while emphasizing the importance of financial education for every client.
Jim holds a CERTIFIED FINANCIAL PLANNER^® (CFP^®) and a Chartered Retirement Plans Specialist^® (CRPS^®) designation indicating additional education and training in key areas such as financial planning and company-sponsored retirement plans.

Prior to his career in financial services, Jim proudly served as a Sergeant for the New York Police Department (NYPD) for nearly 20 years before retiring from the department in 1992. Before joining the NYPD, he served two years in the U.S. Army. He graduated from Manhattan University with a Bachelor of Science degree in 1977.

Jim enjoys spending time with his wife (Karen), children (Keith, Kevin and Josh), grandchildren (Samuel and Ryan) and daughter-in-law (Alicia). Besides being a foodie, Jim likes to travel and play golf. Passionate about animals, Jim and Karen are dog lovers with two Siberian Huskies (Miska and Jenny). The couple is actively involved with the Society for the Prevention of Cruelty to Animals (SPCA), a global organization dedicated to advancing the safety and well-being of animals. Karen also trains rescue dogs with the goal of helping them become adopted.

As a Financial Advisor at Morgan Stanley, Keith has been helping retirees and families build confident financial futures since 2018. With his CRPS^® designation, he focuses on retirement planning with a process that always begins with a comprehensive financial plan. Believing that every client deserves clarity and confidence, Keith takes the time to walk through each step, explain the “why” behind his recommendations and ensure clients feel fully informed and involved in every decision.

He's part of a dedicated advisory team that together tailors investment strategies designed to support each client’s plan, goals and long-term vision. Keith and his colleagues stay actively engaged with their clients through in-person meetings, as well as periodic check-ins by phone or video conferencing. The team believes it’s important for clients to always know where they currently stand in regard to their progress, and what actions they’re taking next.

Keith graduated from Iona University with a Bachelor of Arts degree.
Away from the office, Keith is an outdoors enthusiast. He enjoys camping and hiking, and has completed the entire Appalachian Trail from Georgia to Maine—an experience that taught him the value of preparation, resilience and enjoying the journey. He carries those same lessons with him every day when working with clients.

As a Portfolio Associate, a senior member of the service team, with 20 years of financial experience, Claudia brings a diligent approach and dynamic skillset to her role delivering exceptional service to clients and their families.

In her role, she goes above and beyond to help provide an elevated client experience. Claudia strives to anticipate and understand her clients' needs, and find creative solutions to help them feel confident about their financial future and enjoy their lives. Her responsibilities span many different facets of wealth management—from helping clients open new accounts and troubleshoot firm technology to addressing cash management needs with precision and efficiency. To achieve this, Claudia leverages her diverse background in retail banking, domestic and international investment banking, and commodities. Her overarching goal is to be a versatile, effective resource that supports clients and her team members whenever they need assistance.

Melissa is committed to exceeding expectations by helping clients plan and achieve their financial goals. She delivers exemplary, tailored-client service leveraging her experience in institutional equity sales trading and wealth management on Wall Street.

Melissa earned her MBA from Sacred Heart University’s Jack Welch College of Business and Technology in 2022. Melissa earned her Financial Planning Specialist designation in 2024. She is a graduate of Hofstra University, and is FINRA Series 7, 63 & 65 Licensed. Melissa lives in Southport, CT with her husband, Michael, three children and a Labrador Retriever. Melissa enjoys a healthy lifestyle and the outdoors, relishing time spent with family and friends.