The Feldman Group at Morgan Stanley

Marc Feldman is the team’s Managing Director and leads the team’s investment and financial planning strategies. Marc has more than 34 years of industry experience and prior to joining Morgan Stanley in 2000, he was a Senior Vice President at Wheat First. Marc is a member of the firm’s prestigious President’s Club since 2000 and has repeatedly been named as a Forbes Best-In-State Wealth Advisor. He holds the Series 7, 63, 65, professional licenses, Managed Futures, and Variable Life & Health Insurance. Born and raised in Maryland, he attended the University of MD. Although his true passion is his work and clients, when not in the office he enjoys spending time with Marla, his wife of thirty years and their three grown sons, working out in the gym and playing pickleball with friends.

Marc is honored to be named to the following national lists:

2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Jeff Kaufman is from Potomac, Maryland and brings over 30 years of experience providing wealth management advice to high net-worth individuals and business owners. He is a graduate of the University of Denver with a Bachelor of Science degree in Business Administration and received his Executive Financial Planning certification from Georgetown University. Jeff joined the Feldman Group in 2009 after spending 12 years at Merrill Lynch. Jeff specializes in delivering personalized financial planning and wealth management strategies that align with each client’s unique goals and priorities. He is passionate about managing families through all stages of their financial journey including planning for a liquidity event and preservation of multi-generational wealth. Jeff also plays a central role in comprehensive estate and insurance planning and complex divorce settlements. Outside of work, Jeff enjoys relaxing at the beach and reading while spending time with his wife Margie, daughter Penelope and their two goldendoodles.

Victor Fox is originally from Albany, NY and now resides in Bethesda, MD with his wife Lein and black lab Pepper. 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. Victor joined the team as a Financial Advisor in March of 2018 and plays an instrumental role within the team’s portfolio construction and financial planning processes. He currently holds his Series 7 & 66 licenses and is working towards earning his Certified Financial Planner (CFP) designation. Victor’s mission is to understand our client’s long-term financial goals, short-term obligations, and devise an actionable investment strategy that leverages the firm’s full breadth of resources. Outside of work, Victor continues to enjoy competing on the golf course, as well as hiking and traveling with his wife.

Justin Feldman was born and raised in Rockville, Maryland 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 while living in the South Florida area. He has since transitioned to his current role as a Financial Advisor in his father’s wealth management practice. He currently holds the Series 7 & 66 securities licenses along with Variable Life and Health insurance. Justin is an integral part of the team’s financial planning, portfolio construction and business development processes. He combines innovative thinking and deep-rooted industry knowledge to guide clients through their financial journey. In his spare time, Justin enjoys playing golf, running, and staying active. He is an avid home cook and loves spending time with his two goldendoodles: Teddy and Apollo.

Debbie Russell brings more than 34 years of industry experience to the Feldman Group. Before joining Morgan Stanley in 2000, she worked as an Accounting Officer at Chevy Chase Financial Services and an Operations Supervisor at Citicorp Investment Services. She is the senior lead for the administrative team, and is the point of contact for estate processing, rollover analysis and implementation, life insurance operations and portfolio trading. Debbie holds the Series 7, 63, 65, and Managed Futures professional licenses and State Life & Health Insurance. Debbie is an expert on all things Disney and estimates she has been to Disney World twelve times not including the nine Disney Cruises she has enjoyed with her family.

Lyssa Tavel grew up in New York and has worked in Financial Services since 2013. Prior to joining the Feldman Group in 2016, Lyssa was a Financial Advisor with Capital One Investing and the owner of an Interior Design company. Lyssa’s unique combination of creative and analytical skills is a great asset to our team. In addition to providing top-notch service to our clients she is the point of contact for Alternative Investments, Charitable Gifting, Banking and Lending and manages the Feldman Group social media presence. Lyssa holds her Series 7 and 66 professional licenses along with the State Variable Life and Health. Outside of work, she enjoys cooking, Pilates, traveling and doing jigsaw puzzles.

Marshall Peterson, a native New Englander is from Cape Elizabeth, Maine and joined the Feldman Group in 2021 following his graduation from Loyola University Maryland where he earned a B.A. in Business Administration/Finance and a minor in Entrepreneurship. During his time at Loyola, he was a member of the Club Baseball Team. Marshall is the team’s “new client concierge” and manages our digital strategy, account maintenance items and money movement activities. Marshall holds his Series 7 professional license. In his free time, Marshall enjoys playing golf, fantasy football and is an avid Boston sports fan.

Hanan Juhar was born in Addis Ababa, Ethiopia and has lived in Maryland most of her life. Hanan graduated from UMBC with a B.S. in Financial Economics and joined the Feldman Group in 2023. She brings a banking background with over eight years of providing exceptional customer service experience. When not connecting with clients, Hanan is ensuring that things are running smoothly or lending a helping hand to the team when needed. Outside of the office, Hanan enjoys working out at the gym, learning new languages, and traveling to exotic places. She is fluent in Amharic, Tigrigna and basic Arabic.