About Us

The HBC Group is a wealth management team focusing on wealth accumulation, retirement income distribution, legacy planning and wealth transfer strategies. We offer clients our broad experience, deep resources and objective advice to help solve complex financial problems by operating on the principle that wealth management has three components:

1) Investment Management
2) Advanced Planning
3) Relationship Management

Our holistic wealth management consultative process incorporates these three components in a number of steps. We work together to thoroughly understand our clients’ financial needs and then align the resources to help meet or exceed them. We evaluate near-term concerns and plan for long-term goals, act as a sounding board for investment ideas and develop and execute a strategy that is customized to help each client meet their needs.
Services Include
  • Financial Planning1
  • Asset Management2
  • Retirement Planning3
  • Planning for Education Funding4
  • 529 Plans5
  • Cash Management6
  • Alternative Investments7
  • Life Insurance8
  • Annuities9
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Advanced Credentials

  • CFP®
    A CERTIFIED FINANCIAL PLANNERTM has in-depth knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance. William Collins holds this designation.
  • CIMA®
    The CIMA® certification is designed specifically for financial professionals who serve as advanced investment consultants to high net worth families and institutional investors. The designation has been attained by Jason Haberman through the University of Pennsylvania's Wharton School of Business.
  • CPM®
    The CPM® certification denotes advanced knowledge in three vital areas: valuation analysis, portfolio construction and risk management. Certified Portfolio Managers have earned a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts pertaining to managing discretionary portfolios. This designation received by Robert Brevetti and William Collins through Columbia University.
  • CRPC®®
    Individuals who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Designation received by William Collins.
  • Senior Portfolio Management Director
    This designation is given to a select group of Morgan Stanley financial advisors. It allows them to offer portfolio management services directly to their clients, rather than delegating that responsibility to third-party portfolio managers. Jason Haberman and Robert Brevetti have been awarded these titles.

Working With You

Our holistic wealth management consultative process ensures that each and every client receives personally tailored advice, ongoing problem solving counsel, high-class servicing and committed and a dedicated team of advisors.   

When we work with you, you can expect:

Investment Consulting
-in-depth portfolio performance analysis and frequent portfolio reviews
-risk evaluation
-asset allocation recommendation
-investment policy statement building
-asset preservation

Advanced Planning
-potential for wealth enhancement
-tax-loss harvesting 
-cash flow planning and management
-wealth transfer
-retirement planning
-college and education planning
-insurance planning (including long-term care, disability, life and annuities)
-estate planning strategies
-access to Morgan Stanley cash management and lending services

Relationship Management
-Coordination with your accountant and/or attorney
-financial planning education for future generations
-access to a network of internal and external specialist that we engage and/or coordinate with to help meet your needs and goals

Location

1290 Avenue Of The Americas
Fl 12
New York, NY 10104
US
Direct:
(212) 705-4500(212) 705-4500
Toll-Free:
(800) 827-1512(800) 827-1512

Meet The HBC Group

About Me

Jason Haberman is a founding partner of The HBC Group with over 20 years of experience in investment management and financial planning. He earned the designation of Certified Investment Management AnalystSM (CIMA®) through the University of Pennsylvania’s Wharton School of Business and his Bachelor of Business Administration from George Washington University.

In 2016, Jason was selected for inclusion in the Financial Times annual listing of America’s "Top 400 Financial Advisors". Additionally, Jason was recognized as a 2015 and 2014 Five Star Wealth Manager* in New York City, and is also a member of the Investment Management Consultants Association.
Jason resides in Chappaqua, NY with his wife and two daughters.
Securities Agent: WI, VT, VI, VA, TX, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NH, NE, NC, MO, ME, MD, MA, LA, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative
NMLS#: 1278888

About Me

Robert Brevetti, a founding partner of The HBC Group and an investment professional for over 20 years, focuses on wealth planning and investment management strategies for his clients. He has earned the designation of Certified Portfolio Manager (CPM®) through Columbia University and his Bachelor of Arts from McDaniel College.
Robert was recognized as a 2015 and 2014 Five Star Wealth Manager* in New York City, and is also a member of the Academy of Certified Portfolio Managers.
Robert resides in Katonah, NY with his wife and two sons.
Securities Agent: WI, VT, VI, VA, TX, TN, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NH, NE, NC, MO, ME, MD, MA, LA, IL, ID, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative
NMLS#: 1278628

About Me

William Collins joined the group in 2002. He has earned the designation of Certified Portfolio Manager, CPM through Columbia University, and is a CERTIFIED FINANCIAL PLANNER™, CFP practitioner and CHARTERED RETIREMENT PLANNING COUNSELORSM, CRPC.

William, a published author in the Journal of Financial Planning, received his Bachelor of Business Administration from the Bernard M. Baruch College. He is Vice President and member of the Board of Directors for the Academy of Certified Portfolio Managers, as well as a member of the Financial Planning Association.

William resides in Dix Hills, NY with his wife and three daughters.

About Me

Kimberley Gato joined the group in 2005, having previously worked as an Operations Manager at UBS Financial Services. She works closely with the group’s clients as well as administrative departments within the firm to help facilitate client service and operational support to clients, inclusive of trading and a concierge level of service. Kimberley earned her Bachelor of Science from Montclair State University.
Kimberley resides in Garfield, NJ with her husband and their children.

About Me

Lillian Tucker joined the group in 2011. She provides administrative support to clients, including trading, customized reporting and portfolio review services. Lillian also assists the group in managing capital markets operations. She is currently enrolled in a CFP Board-Registered Educational Program at New York University. Lillian earned her Bachelor of Arts degree from Fordham University.
Lillian resides in New York City with her husband.

About Me

Jacob joined the HBC Group in 2019. Jacob provides administrative support for clients, including account opening and maintenance. He has worked in the financial services industry for over ten years, enjoys running, skiing, listening to music and playing guitar. Jacob resides in Manhattan with his wife and two kids.
From Our Team

Customized, High-Touch Wealth Management: The HBC Group


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

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Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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Ready to start a conversation? Contact The HBC Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


CRC 2019752 10/2018