Our Team

Comfort comes from having structure, a comprehensive plan and a relationship with experienced financial professionals who care. Helping you plan for your future and designing a personalized plan to meet the challenges you encounter through the stages of your life is the utmost endeavor of our multi-generational team. Let us provide guidance for all aspects of your financial life and know that someone knowledgeable and responsible is always looking out for your best interest and concerns.
Services Include
  • Financial Planning1
  • Professional Portfolio Management2
  • Retirement Planning3
  • Estate Planning Strategies4
  • Business Succession Planning5
  • Planning for Education Funding6
  • Philanthropic Services
  • Life Insurance7
  • Long Term Care Insurance8
  • Cash Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

In The Press

Awards

  • David Glickstein – Named to Forbes Magazine’s List of America’s Top Next Generation Wealth Advisors
  • Evan Semegran – Morgan Stanley President’s Club Advisor (2015 – Present)
  • Sheila Horwitz – Morgan Stanley President’s Club Advisor (2015 – Present)
  • Nicole Drury - Morgan Stanley Century Club Advisor (2016 – Present)
  • David Glickstein - Morgan Stanley Century Club Advisor (2016 – Present)
  • David Glickstein – New York Magazine’s Five Star Wealth Manager (2017)
  • HLS Group – Recognized as Leading Wealth Managers by Worth Magazine

Location

1290 Avenue Of The Americas
Fl 13
New York, NY 10104
US
Direct:
(212) 492-6911(212) 492-6911
Toll-Free:
(800) 917-9662(800) 917-9662

Meet The HLS Group

Photo of Sheila Horwitz

Sheila Horwitz, CPM®

Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director

Phone:
(212) 492-6306(212) 492-6306
Photo of Evan Semegran

Evan Semegran, CPM®

Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director

Phone:
(212) 492-6324(212) 492-6324
Photo of David Glickstein

David Glickstein, CFA

Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director

Phone:
(212) 492-6792(212) 492-6792

About Me

With over 49 years of experience through changing economic cycles, Sheila has acquired a broad perspective of the investment process in various financial environments.  Her skills have enabled her to help individuals, families, and institutions navigate the changes they encounter as they transition through the different stages of their financial lives.  Sheila has centered her focus in the fixed-income arena since her association with the firm L.F. Rothschild, Unterberg Towbin in the 1970s. 

 
Sheila earned the Certified Portfolio Manager designation from Columbia University in 2010, and is a graduate of George Washington University.


Sheila is the mother of two accomplished adult children. She is a native New Yorker, an avid reader and researcher. Sheila brings a sense of composure and continuity to the HLS Group at Morgan Stanley.
Securities Agent: TX, OK, WA, VA, SC, PA, OR, NY, NV, NM, NJ, NH, NC, MI, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1253165

About Me

A co-founder of The HLS Group at Morgan Stanley, Evan serves as the team’s leader and sets the direction and pace for the group.  He joined Morgan Stanley in 2003 after beginning his career as an equity trader and a fixed income specialist at Cantor Fitzgerald. Shortly after establishing the team, he helped develop and manage its proprietary investment strategies that have evolved into the custom portfolios the team manages today. In addition, he was instrumental in introducing a financial planning approach to clients in order to provide a more holistic experience.  

Evan has earned a number of prestigious designations over his distinguished career. He is a member of Morgan Stanley’s President’s Club since 2015 as well as one of a select group of Morgan Stanley Financial Advisors to receive the firm’s Senior Portfolio Management Director credential. He is a Morgan Stanley International Client Advisor who provides clients domiciled outside the US with advice on their financial lives. Evan has also earned the industry Certified Portfolio Management CPM® designation from Columbia University. 

A graduate of  The University of Maryland with a BS in Marketing, Evan is also a member of The Portfolio Management Institute, an industry association dedicated to raising the bar of excellence among discretionary investment managers. Outside the office, he engages in a number of educational and philanthropic activities, and has completed two marathons.

Evan resides in Westchester, NY with his wife and three young children.
Securities Agent: TX, WA, VA, SC, PA, OR, NY, NM, NJ, NH, NC, MO, MI, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1261863

About Me

A former Executive Chef in New York and New Jersey, Nicole entered the financial services industry in 2007.  She quickly earned two prestigious industry designations - Certified Financial Planner (CFP®) and Chartered Retirement Plan Specialist (CRPS®). Today, Nicole plays a key role in her team’s financial planning efforts and is often consulted by her colleagues when they encounter particularly challenging planning situations.

Nicole’s overarching mission is working with families, business owners and nonprofit organizations to create investment policy statements and comprehensive financial plans to keep them on course towards achieving their goals.  Nicole is passionate about financial literacy and is a strong advocate for teaching healthy money habits at an early age.  She puts a heavy emphasis on retirement planning and advises corporate clients seeking to attract and retain talented employees with 401(k) and other corporate retirement plans.

A graduate of Boston College with a BS in Marketing, Nicole is proud of her association with The LIFT Council of Morgan Stanley, an organization dedicated to mentoring women Financial Advisors new to the profession, and helping all women Financial Advisors build their practices. In addition, she supports the Achieve Foundation in its efforts to raise private funding for public education in the South Orange and Maplewood NJ school district.

Nicole resides in South Orange, New Jersey with her husband and their two young children.
Securities Agent: WA, VA, TX, SC, PA, OR, OH, NY, NM, NJ, NH, NC, MI, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative
NMLS#: 1282540

About Me

David Glickstein, named as a “Top Next Generation Wealth Advisor” by Forbes magazine in 2017, serves as a Senior Portfolio Manager for the HLS Group at Morgan Stanley, providing comprehensive security analysis that is essential to the team’s investment process.  Prior to joining The HLS Group at Morgan Stanley, David served as an Investment Banking Analyst in the Natural Resources Group at Bank of America Merrill Lynch.

David graduated Magna Cum Laude from the Stern School of Business at New York University with degrees in both Finance and CPA Accounting.  He lives in New York City with his wife and son and enjoys exploring the city’s culinary offerings.

David is a member of the Morgan Stanley Environment and Social Finance Forum and a member of the CFA Institute.
Securities Agent: TX, WA, VA, SC, PA, OR, NY, NM, NJ, NH, NC, MO, MI, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1255352

About Me

Stephanie began her career providing Morgan Stanley Financial Advisors with guidance on fixed income investments. Over time, she realized that she wanted to work directly with clients on solutions that went beyond fixed income to encompass every aspect of their financial lives.

As a CERTIFIED FINANCIAL PLANNER™, Stephanie goes the extra mile when creating financial plans for her clients. She maps out strategies that incorporate all the details of their lives, and then works to translate any complexity into plain English. Many of her clients are women going through difficult life transitions, including divorce and widowhood. Stephanie takes the time to understand the concerns unique to these clients and provides guidance that they can understand and implement with confidence.

Stephanie is a graduate of Cornell University with a BS in Industrial and Labor Relations. She remains involved in Cornell's alumni organizations and mentors students who choose to enter the financial services industry. Stephanie is an avid reader and enjoys travel, yoga, and trying new restaurants in New York City.
Securities Agent: NJ, WA, VA, TX, PA, OR, OK, NY, NH, NC, MN, MI, MD, MA, KY, KS, IN, IL, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1576033

About Me

Melanie Burnett has been an integral member of the HLS Group at Morgan Stanley since its inception. She takes pride in her ability to simplify the lives of not only clients, but also her HLS Group colleagues. She is responsible for coordinating the team’s work flows and communications, as well as supervising day-to-day client service initiatives. Melanie manages the team's overall marketing efforts through print and digital mediums.

A financial services veteran with over 20 years experience, Melanie began her career in research and spent several years on the fixed income trading desk of a rival firm before joining Smith Barney in 2004. She is a graduate of New York University with a BA in Art History.

Outside the office, Melanie is a passionate supporter of pediatric and lung cancer research. She enjoys spending time with her family, attending sporting events and cooking. Melanie lives in Manhattan with her husband and two sons.

About Me

Dave joined The HLS Group at Morgan Stanley as a Registered Associate in 2014 after a successful career as a Client Service Associate with JP Morgan. He still provides clients with services ranging from account opening to processing cash and securities transfers, but he now also plays a key role in maintaining efficiency within the teams operations. Dave also provides vital support to the teams Portfolio Manager’s by preparing client portfolio performance reports and research reports. He is Series 7, 63, and insurance licensed.

A graduate of Central Connecticut State University, Dave earned an Athletic Scholarship for Cross Country and Track & Field while earning his Bachelor’s Degree in Management. He still keeps his hand in athletics by coaching CYO basketball and playing football and basketball with his two sons. In addition to enjoying time with his family, Dave also participates in a number of Morgan Stanley Global Volunteer initiatives and is a member of Morgan Stanley’s Latino/Diversity Employee Networking Group. He is also a Professional Member of the CFA Society New York.
Dave resides in Brooklyn with his wife and their three children.

About Me

Marybelle brings over 20 years of administrative experience in Financial Services to the HLS Group at Morgan Stanley. She has significant technology and systems knowledge, excellent communications skills,a contagiously positive attitude and a strong commitment to client service. Her fluency in Spanish plays an important role with our International clients .

Marybelle lives in Park Slope and enjoys traveling, sky-diving, and racing cars.She is a passionate animal lover and an accomplished International Latin Ballroom Dancer. An avid philanthropist, Marybelle has spearheaded charitable events for The Breast Cancer Association, Habitat for Humanity, the AIDS Organization, and Feed the Children.
From Our Team

Maximum Benefit and Contribution Limits 2013 - 2019


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

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Make Your Words Memorable

Make Your Words Memorable

Master public speaking with savvy tips from the pros.

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Morgan Stanley and Justin Rose: A Winning Team

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Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact The HLS Group today.
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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.

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