The First Nassau Group at Morgan Stanley

Partner | Portfolio Manager | The First Nassau Group at Morgan Stanley

For more than 32 years Ken has built, managed, and protected substantial wealth for entrepreneurs, private business owners, and multigenerational families. As a Partner of The First Nassau Group and a designated Portfolio Manager in Morgan Stanley’s Portfolio Management Group, he personally constructs and co-directs fully discretionary portfolios — built from the ground up, never forced into institutional models or over-diversified for diversification’s sake — combining rigorous fundamental research with disciplined, opportunistic tactical overlay.

Ken’s practice is anchored in private company owners — the people who built something significant and now want a single, decisive advisor who truly understands ownership on both the personal and corporate level. Scaling, recapitalizing, preparing for a liquidity event, diversifying concentrated positions, or orchestrating succession across generations: He has spent his career solving exactly those challenges.

Ken is also actively involved in Morgan Stanley’s Strategic Client Management (SCM) platform, the firm’s formal pathway for advisors to originate and shepherd private opportunities into Morgan Stanley’s private equity, private credit, and capital-markets groups. This gives Ken’s clients and partners direct, senior-level access to institutional co-investment opportunities, growth equity, direct lending, pre-IPO placements, and structured recapitalizations.

Before joining Morgan Stanley in 2013, Ken was a Managing Director at S.C. Parker & Co. and a Financial Advisor at UBS Financial Services. His foundation, however, was forged earlier: Ken is a United States Navy veteran whose service taught him the non-negotiable value of preparation, diverse teams, and the reality that time and events wait for no one.

Ken holds an MBA and a BA in English from Niagara University. He lives in Langhorne, Pennsylvania with Kellyanne, his wife of 28 years, and serves on the Board of Directors of Literacy & Life, a nonprofit, which helps to close critical life-skills gaps in at-risk communities.

If you’ve built a company, a fortune, or a legacy and want a relationship that combines true portfolio discretion, independent judgment, institutional private-market access, and the attention normally reserved for a family’s own office, Ken would welcome a conversation.

The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Debra Getz is a Financial Planning and Insurance Specialist with Morgan Stanley and a Partner of First Nassau Group in Princeton, New Jersey. With almost two decades of experience spanning banking, investing, and insurance, Debra brings a comprehensive and practical approach to financial planning.

She is known for her ability to simplify complex financial concepts and translate them into clear, personalized strategies. Debra works closely with clients to design well-structured advisory frameworks focused on retirement planning, risk management, wealth preservation, equity and stock-based compensation, and legacy planning, helping them make confident decisions aligned with their long-term goals.

Debra is known for her thoughtful, client-centered approach. She combines technical expertise with warmth, humor, and a genuine understanding of people. She believes successful planning is rooted in trust, collaboration, and a deep understanding of each client’s priorities, and she works closely with her partners and other professionals to deliver coordinated, thoughtfully integrated solutions.

Debra holds the Certified Financial Planner^®(CFP^®), Certified Divorce Financial Analyst^® (CDFA^®), and Retirement Income Certified Professional^® (RICP^®) designations. She earned her Bachelor of Arts in Economics from Rutgers College and a Certificate in Advanced Financial Planning from NYU. She holds FINRA Series 7 and Series 66 licenses and is licensed in Life, Health, Long-Term Care, and Property and Casualty insurance.

Outside of work, Debra enjoys spending time at the Jersey Shore, gardening, and caring for her two pug dogs, Georgie Girl and Doris, finding balance and creativity both at home and in her professional life.


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.

Marc Wisotsky is a partner of The First Nassau Group at Morgan Stanley. Marc has been with Morgan Stanley for over 35 years. He is a Certified Financial Planner^®, which represents the standard of excellence in financial planning, with a background in retirement and multi-generational financial planning.

In addition, Marc develops investment growth and income strategies by performing due diligence on dividend paying equities and evaluating covered call writing opportunities.

Prior to joining Morgan Stanley, Marc was a Certified Public Accountant (currently non-practicing) and is a member of the Ernst and Young Alumni. He graduated from Rutgers College with a Bachelor of Arts in Business Administration. Marc has served on several philanthropic Boards of Directors.

Marc lives in West Windsor, New Jersey with his wife, Audrey. They have two grown children who live and work in New York City. They enjoy spending time at the Jersey Shore.


The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Equity securities may fluctuate in response to news on companies, industries, market conditions and the general economic environment. Companies cannot assure or guarantee a certain rate of return or dividend yield; they can increase, decrease or totally eliminate their dividends without notice.

Gina Logsdon is the Team’s Portfolio Associate. She brings the Team 29 years of dedication to delivering a caring and an exceptional client experience. Gina supervises all administrative, operational, and transactional services. In addition, she helps clients coordinate their accounts in a way that best allows them to monitor their investment portfolios and streamline their day-to-day banking and finances.

A seasoned and true professional, Gina focuses on personal attention and anticipatory service to create an environment where the Team’s clients are well-cared for and know they are valued.

Gina lives in Hamilton, New Jersey, with her husband, Dave. They have been together for over 35 years. In their spare time, they enjoy riding their Harley Davidsons.