The First Nassau Group at Morgan Stanley

Ken Stewart is a Partner of The First Nassau Group at Morgan Stanley and a member of Morgan Stanley’s Portfolio Management Group. He co-manages the discretionary investment portfolios for the Team’s institutional and high net worth clients. He brings over 29 years of experience in trading equities, options, and structured investments, adding a tactical element to investment portfolio construction.

In addition, Ken has a core focus on private business owners, developing solutions for the various personal and corporate challenges that business owners face, whether exploring various growth strategies, contemplating the sale of a business, or transferring wealth to younger generations.

Prior to his career in financial services, Ken served in the United States Navy. His tour of duty had a profound impact on his life, teaching him many life lessons and deepening his beliefs in valuing people, diversity, and time and events.

Upon returning home, Ken graduated from Niagara University with a Master of Business Administration and a Bachelor of Arts in English, and he began his career in the investment industry. He served as a Managing Director at S.C. Parker and Co. and as a Financial Advisor at UBS Financial Services before joining Morgan Stanley in 2013.

Presently, Ken serves on the Board of Directors of Literacy & Life, a charity which addresses the gaps in critically needed life skills, especially within at-risk communities.

Originally from Lewiston, New York, Ken resides currently in Langhorne, Pennsylvania with Kellyanne, his wife of 25 years.

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 Partner of The First Nassau Group where she oversees family and business relationships. She focuses on providing suitable solutions and guidance for safeguarding wealth and on interfacing between wealth, family dynamics, and the next generation.

As such, Debra leads the team’s trust and estate advisory and financial planning services, which includes cash flow strategies for clients and business owners that help prioritize and predict how their money will be generated and distributed while maintaining adequate cash on hand. Debra’s areas of expertise include cash management, lending solutions, insurance analysis, investment allocation, retirement income planning, legacy planning, and charitable giving.

Debra is a Retirement Income Certified Professional (RICP), which is integral in designing financial planning solutions and implementing the Team’s portfolio management strategies. She is also a Certified Divorce Financial Analyst (CDFA), qualified to help clients understand and navigate the financial implications of the divorce process, working closely with attorneys, mediators, and other interdisciplinary professionals to provide a comprehensive approach.

Debra is a graduate of Rutgers College; she earned a B.A. in Economics with specializations in Finance and Statistics.

She enjoys gardening and spending time at the Jersey Shore.

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.

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.

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.