The Horowitz Bodner Sefaradi Group at Morgan Stanley

N. Mark Horowitz is a Managing Director and Private Wealth Advisor with Morgan Stanley. With over 25 years of experience in financial markets, he provides comprehensive wealth management strategies and services for high-net-worth individuals and their families, as well as nonprofits.
Mark works diligently to understand each individual’s many and distinctive financial needs and to help support their current and future investment goals. Always putting clients’ interests first, Mark strives to add value and guidance, offering input regarding important and life-impacting decisions. He is especially adept at navigating complex wealth management issues such as estate and tax planning strategies, and works alongside accountants and lawyers to help ensure a holistic approach to the totality of wealth management. Mark is proud of the deep relationships he has built throughout his career that have endured through multiple generations and market upheavals.
Prior to joining J.P. Morgan in 2015, Mark served as Principal at Bernstein Global Wealth Management for nearly 12 years. In addition to high-net-worth individuals, Mark serves several large not-for-profit entities, managing endowments and donor-advised funds. Prior to transitioning to the Private Client Group at Bernstein, he spent 12 years in corporate finance, advising large, publicly-traded companies. In 2018, 2019, 2020, 2021 and 2024, Mark was recognized by Forbes as a Best-In-State Wealth Advisor. He also has earned membership to the Chairman's club, an elite group composed of the firms top Financial Advisors. The appointment recognizes Marks consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients. The group has been awarded Best In State Wealth Management teams in the New York State by Forbes in both 2024 & 2025.
A graduate of Beth Medrash Govoha, “BMG,” with undergraduate and graduate degrees in Talmudic Law, Mark has lectured as an adjunct professor at New York University, where he helped pioneer a course on “Behavioral Finance.”
Mark dedicates a significant portion of his free time to poverty alleviation. Through the Mesila organization, a nonprofit focused on guiding families toward fiscal responsibility, he has traveled around the world, raising public awareness about the importance of financial stability and independence. Mark is also involved with Sister-to-Sister, a group founded to help widows and divorcees regain their financial footing. He volunteers with Professional Career Services, a nonprofit that offers low-cost career training and education.
In addition, Mark serves as Chairman of the Board of BINA, whose mission is to provide guidance and support to thousands of brain injury survivors and their families. Married for 27 years, he lives in New York and enjoys spending time with his seven children and four grandchildren.


2018, 2019, 2020, 2021, 2024, Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2021, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Source: Forbes.com (2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

Joel Bodner is a Senior Vice President and Wealth Advisor with Morgan Stanley. With over 20 years of experience in the financial services industry, Joel creates tailored investment strategies and comprehensive wealth management plans for high-net-worth individuals, families and institutions. The group has been awarded Best In State Wealth Management teams in the New York State by Forbes in both 2024 & 2025.
Joel began his career as an Associate at Merrill Lynch in 2002. He spent five years at Morgan Stanley Smith Barney, followed by six years at UBS before launching an independent investment advisory business venture, and seven years at J.P. Morgan.
Joel brings a fresh outlook and clarity to his investment approach, employing the principles of goals-based planning and rational investing. Ever mindful of each client’s desire to be kept informed, Joel assiduously tracks, analyzes and reports on the progress of their investments and overall financial plans. His experience working with accountants and estate planning attorneys is invaluable in the implementation of the team’s wide-ranging wealth services platform. As part of his team’s mission to minimize costs and unnecessary taxes, Joel plays a key role in evaluating the most appropriate investment vehicles available for clients. Joel has earned membership to Morgan Stanleys 2025 Century Club, an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes Joels consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.
Joel earned an M.B.A. with a concentration in Finance and Investments from the Zicklin School of Business at Baruch College. He is a graduate of Touro College with a B.S. in Finance and Computer Systems.
Joel is an active member of his community on the South Shore of Long Island, New York, where he lives with his wife and three kids. Joel sits on the board of his Temple and on the board of TOVA, an organization that provides adult guidance and mentoring services for children who need additional supportive, caring adults in their lives.

Source: Forbes.com (2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

Joseph Sefaradi is an Executive Director and Financial Advisor with The Horowitz Bodner Sefaradi Group at Morgan Stanley. With a distinctive background in accounting and a deep commitment to his clients’ vision for the future — Joseph helps families make informed decisions, simplify their financial life, and secure their legacy for generations to come. The group has been awarded Best In State Wealth Management teams in the New York State by Forbes in both 2024 & 2025.

Prior to joining Morgan Stanley, Joseph honed his skills and industry knowledge at other esteemed institutions. After graduating with Macaulay Honors from Brooklyn College —where he earned a dual bachelor of science degree in Accounting and Business, Management, and Finance — he began his career as a Senior Consultant at FTI Consulting. In 2011, he joined JP Morgan Securities, where he served as a Private Banker from 2011 to 2014 before transitioning to the role of Financial Advisor until 2022. As a former Certified Public Accountant (CPA), Joseph today equips clients with a unique depth of insight to help them preserve their wealth and strive toward their goals. Joseph has earned membership to Morgan Stanleys 2025 Masters Club, an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes Josephs consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.

For families, Joseph focuses predominantly on guiding them toward their retirement and multigenerational objectives in a tax-efficient manner. Over the years, he has helped many different types of clients achieve an even wider array of goals. While this experience-backed knowledge is an invaluable asset for clients, Joseph prides himself above all on the lifelong relationships he builds with every client based on trust, service, and communication.

Joseph also works extensively in the entrepreneurial and startup space. Along with helping businesses optimize their corporate structuring of Qualified Small Business Stock, he guides clients through the intricacies of managing private shares. In particular, he helps them avoid potential pitfalls of Alternative Minimum Tax — whether triggered by Incentive Stock Options, Non-Qualified Stock Options, or Restricted Stock Units. Here, Joseph's keen understanding of balance sheets and his commitment to maximizing after-tax returns help ensure comprehensive and straightforward financial solutions for even the most complex challenges.

Outside of his professional pursuits, Joseph cherishes spending time with his wife, Muriel Sefaradi, and their four daughters — Esther, Henriette, Lillian, and Gabrielle. An active member of his community, he dedicates much of his free time to volunteering with organizations affiliated with his local synagogue and other nonprofit entities.

Source: Forbes.com (2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

Angelo began his career at Morgan Stanley in July of 2020, shortly after graduating from Hofstra University with a degree in Finance and Economics. Angelo spent his time at Hofstra honing his leadership ability as President of his fraternity, while also discovering his interest in finance through his coursework and experience in the Financial Group at Bethpage Federal Credit Union.

After joining Morgan Stanley, Angelo was eager to get acclimated as he became fully licensed in August of 2020. Beginning in the midtown Manhattan Office, Angelo has worked with several financial advisers as he has moved from midtown to Garden City. He now resides with the Horowitz Bodner Sefaradi Group where he sees his opportunity to make an impact on the team’s growth while also having the ability to accumulate knowledge in the field from several accomplished individuals. Angelo has made serious impact in the Portfolio Management aspect of the business, helping to streamline the team’s trading and rebalancing efforts. He is also responsible for coordinating clients’ monthly cash needs and manages charitable and trust contributions and distributions for our largest relationships. Angelo looks to continue to utilize his strong interpersonal skills to build long lasting relationships with clients.

Anthony Caliendo is a Wealth Management Associate with The Horowitz Bodner Sefaradi Group at Morgan Stanley. He brings a robust background in Finance and a commitment to delivering exceptional client service. Anthony assists the team with new client onboardings, trading discretionary accounts and cultivating strong client relationships. Prior to joining Morgan Stanley, Anthony started his career at JP Morgan in 2017 where he started as a Private Banker and then transitioned to an investment associate, gaining valuable skills and experiences in wealth management and financial advisory.

Anthony currently resides in Westchester County, New York. He graduated Cum Laude from Quinnipiac University with a Bachelor of Science in Finance and a minor in Accounting. Outside of work Anthony enjoys golfing, cooking and spending quality time with his family.