The Feldman Group at Morgan Stanley

Marc Feldman directs the team’s investment strategy, wealth management process, equity and fixed income selection and portfolio review process. Marc has more than 25 years of experience and joined Morgan Stanley in 2000 after serving at Wheat First as Senior Vice President-Investments.  Marc has been a member of the firm’s President’s Club since 2000 and holds the professional licenses of Series 7, 63, 65, Managed Futures, and State Life & Health Insurance.  He studied business at the University of Maryland.

Jeff Kaufman has over 23 years of experience providing wealth management advice to high net worth individuals and business owners. He focuses on financial planning and asset management. Jeff also focuses on providing retirement plan solutions to small businesses and corporations. Jeff joined Morgan Stanley in 2009 after spending 12 years at Merrill Lynch. He graduated from the University of Denver and also received an executive certificate in financial planning from Georgetown University.

Victor Fox is originally from Albany, NY and now resides in Bethesda, MD. He graduated from the University of Maryland with a degree in Finance from the Robert Smith School of Business, while simultaneously competing as a member of the University’s Men’s Golf Team throughout his tenure. Victor joined the team as a Financial Advisor in March of 2018 and has played an instrumental role within the team’s portfolio construction and financial planning processes. Victor holds his Series 7 & 66 licenses and is currently working towards earning his Certified Financial Planner (CFP) designation. Outside of work, Victor continues to enjoy competing on the golf course, as well as hiking and traveling with his wife.

Victor’s mission is to understand his client’s long-term financial goals, as well as short-term obligations, and devise an actionable investment strategy that they both understand and feel comfortable implementing. Within his role on the team, Victor has experience utilizing the firm’s full breathe of resources to construct comprehensive investment solutions tailored to his client’s unique financial objectives.

Justin Feldman is a Maryland native growing up in Rockville, MD and graduated from the Robert H. Smith School of Business in 2019. Justin was a 4-year member of the University of Maryland Men’s Golf team where he earned Academic All American honors and after college, pursued a career in professional golf living in the South Florida area.

He has since transitioned into the Financial Advisory business joining his father’s wealth management practice. He currently holds Series 7 & 66 licenses and is an integral part of the team’s financial planning and portfolio construction, due diligence, and business development processes. Justin’s mission is to deeply understand his clients’ financial goals and needs and then implement a disciplined investment management strategy to help them protect, earn and save wealth for current and future generations. Justin in his spare time enjoys fitness, playing golf and loves cooking.

Debbie brings more than 23 years of industry experience to the Feldman Group. She leads the team's financial and retirement income planning process, money manager selections and client portfolio reviews.á She joined Morgan Stanley in 2000 and holds the Series 7, 63, 65, and Managed Futures professional licenses and also State Life & Health Insurance.

Lyssa Tavel has worked in Financial Services since 2013 and joined the Feldman Group at Morgan Stanley in 2016 as a Registered Service Associate. Prior to joining Morgan Stanley, Lyssa was a Financial Advisor with Capital One Investing and also the owner of an Interior Design company. Lyssa’s varied skills and experience are a great asset to our group and our clients. In addition to providing assistance with financial planning and the day to day operations of our client accounts, she is the point of contact for charitable gifting and alternative investments. Lyssa holds her Series 7 and 66 professional licenses. Outside of work, she enjoys cooking, traveling and decorating.

Marshall graduated from Loyola University Maryland in 2021, where he earned a B.A. in Business Administration with a concentration in Finance while also obtaining an Entrepreneurship minor. During his time at Loyola, he was a member of the Club Baseball Team. Marshall is a native of Cape Elizabeth, Maine but now resides in Georgetown, Washington D.C. Outside of work Marshall is a sports fanatic, he enjoys playing golf, watching sports, and going to the beach.

Marshall joined the Feldman Group in June of 2021, where he focuses on providing a first class service experience to clients. Marshall also handles the teams digital strategy, account maintenance, and money movement activities.

Hanan was born in Addis Ababa, Ethiopia and came to Maryland when she was in middle school. She is a 2023 graduate from UMBC with a B.S. in Financial Economics. Hanan comes from a banking background with 8 years of customer service experience. In her spare time she enjoys the outdoors, working out at the gym and learning new languages. She is fluent in Amharic, Tigrigna and is busy learning Arabic.

Hanan joined the Feldman group in February of 2023, where she will be providing exceptional service to clients.