Welcome to The Island Group

Welcome to The Island Group. We are a deeply experienced, cohesive team of financial professionals who have over 95 years of combined industry experience. We apply our diverse talents to deliver on a common mission: To help you identify, plan for and achieve your financial goals.

We look forward to learning more about you and your family, and to discussing how we can help you address your challenges and reach your goals.
We operate with the following core beliefs:
  • We believe that you deserve straightforward, transparent, actionable advice.
  • We believe good plans begin with clear goals for the short, medium and long term.
  • We believe that organization is central to the financial planning process. We consolidate and summarize all the moving pieces to bring order to your financial life.
  • We believe confusion and complexity are inconsistent with effective wealth management, and work to simplify and streamline the planning process.
  • We believe in frequent and substantive conversations. The better we know you, the better equipped we are to provide meaningful advice.
  • We believe there is more to financial planning than outperforming an index. Disciplined risk management is critical to preserving and growing wealth for current and future generations.
Services Include
  • Wealth Management1
  • Asset Management2
  • Professional Portfolio Management3
  • Trust Accounts4
  • Endowments and Foundations5
  • Foreign Exchange6
  • Alternative Investments7
  • Lending Products
  • Life Insurance8
  • Sustainable Investing9
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
  • Discovery Process
    Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
  • Formulation of Tax, Trust and Estate Strategy
    Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
  • Creation of Customized Strategic Asset Allocation
    Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
  • Integration of Tactical Asset Allocation
    Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
  • Implementation of a Customized Wealth Strategy
    After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
  • Ongoing Assessment
    In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
  • Morgan Stanley Wealth Management
  • Institutional Securities Group
  • Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
  • $2.4tn in client assets under management1
  • Morgan Stanley reported revenues of $11.9Bn1
  • More than 55,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
  • $206Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations

International Wealth Management

Part of a global financial legacy that dates back over 150 years, Morgan Stanley is one of the few truly global institutions with the scale, scope and commitment to serve the international investor. We serve among the world’s most capitalized institutions, and stand as one of the largest wealth management firms in the world.

Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, IWM is staffed by specially trained International Client Advisors and managers who understand your wealth management needs. Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world, and can recommend highly customized strategies to help you address your specific goals.

Location

399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6523(212) 893-6523
Toll Free:
(800) 691-2704(800) 691-2704

Meet The Island Group

Photo of Alex Tuason

Alex Tuason

Wealth Management Associate

Phone:
(212) 893-6557(212) 893-6557
Photo of Nat Fierstein

Nat Fierstein

Registered Associate

Phone:
(212) 893-6553(212) 893-6553
Photo of Michelle Thompson

Michelle Thompson

Client Service Associate

Phone:
(212) 893-6549(212) 893-6549

About Me

Michael Darling has been in the financial services industry since 1984. He started his career at Kidder Peabody in 1984.  From 1988-2001 he was an advisor with Donaldson, Lufkin & Jenrette (DLJ) until their sale to Credit Suisse  in 2001. He then joined Morgan Stanley (legacy Smith Barney) in 2005. His areas of focus include portfolio management, portfolio construction and alternative investments.
Michael has extensive background in the international area.  He is particularly experienced in wealth transfer strategies for international clients contemplating a public or private sale of their business interests.
Michael was born in Bermuda and educated in both England and the United States.  He is a  graduate of Indiana University -Bloomington. Michael serves on the boards of the National Stroke Association, the Bermuda Maritime Museum, and the Bermuda Hospitals Trust. He lives in New York City with his Wife and two children and enjoys playing golf and running marathons.
Securities Agent: CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, PA, SC, TX, UT, VA, VT; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265343

About Me

Sam began his career in the financial services industry with Credit Suisse Private Wealth Management in 2003. During his time at Credit Suisse, he was an associate with Michael Darling contributing to business development and strategic planning. He then joined Morgan Stanley (legacy Smith Barney) in 2005 with this team.
Sam’s areas of focus include asset allocation, manager due diligence and insurance and annuity reviews.
Sam holds a bachelor’s degree from the University of Michigan – Ann Arbor. He currently resides in New York City with his wife and dog and had his first child in October of 2014.
Securities Agent: CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, PA, SC, TX, UT, VA, VT; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1264960

About Me

Edmund Debler began his career on Wall Street in 1992 after graduating from Columbia Business School with an MBA in Finance.  He joined Morgan Stanley in 2010 with a focus on equity investments, portfolio construction & management, and alternative investments.
Edmund, as the team CIO, closely monitors and analyzes macro economic data and their impact on the equity portfolios. Prior, his investment focus was primarily in healthcare.  He was a portfolio manger at SAC Capital, Millennium Partners, and Panacea Asset Management, a healthcare hedge fund that he co-founded.
Edmund also earned a Ph.D. in Biology from New York University in 1985.  Prior to his career on Wall Street, he conducted basic neurobiological research (published 21 scientific articles).  He graduated from Columbia College with a BA in Biology.
Edmund lives in New York City with his wife and two children.
Securities Agent: AK, CA, CT, DC, DE, FL, GA, HI, ID, IL, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NV, NY, PA, SC, TX, UT, VA, VT; Investment Advisor Representative; General Securities Representative
NMLS#: 1265238

About Me

Alex began his career at Morgan Stanley and its predecessor firms in May 2000. With his extensive experience in client service, Alex is able to provide the proficient handling of all client administrative needs including trade executions while providing a high level of service to all clients.  

In 2014, Alex joined a Lebenthal Wealth Advisors team to oversee their client relationship management. Alex then rejoined Morgan Stanley in 2016.

He lives in Bergen County, NJ with his wife and two sons. Alex enjoys coaching his son’s basketball and soccer teams.

About Me

Nat started his career at Morgan Stanley in February 2016. Nat provides a broad variety of trading support and account management functions for the team.  He also supports the team’s Senior Portfolio Manager with research, analysis, and monitoring of equity portfolios and investments. He previously had experience at the Business Talent Group LLC, where he was an Associate Director.

Born and raised in Westchester, New York, Nat graduated from Bucknell University in May 2014 with a Bachelor of Science in Management. Nat is an avid golfer and skier.
Securities Agent, Investment Advisor Representative, General Securities Representative; AK; AL; CA; CO; CT; DC; DE; FL; GA; HI; ID; IL; KS; LA; MA; MD; ME; MI; MO; MT; NC; NH; NJ; NV; NY; OH; OK; PA; SC; TX; UT; VA; VT; WA; WI

About Me

Michelle Thompson started her career at Morgan Stanley in 2018 after graduating from Columbia University with a major in chemical engineering. As the newest member of The Island Group she assists the team with client service tasks, as well as an array of analytical functions.

Michelle grew up in Pennsylvania and recently moved to New York City. She was a 4 time NCAA Academic All American member of the Columbia Field Hockey team and now enjoys running and hiking.
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.
Learn more about The Simple Six-Step Retirement Checkup

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
Why Financial Fitness is One of the Easier Resolutions You Can Make

Why Financial Fitness is One of the Easier Resolutions You Can Make

Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

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.
Learn more about Financial Transition: A Guide for Women

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.
Learn more about 6 Keys to Building a Startup

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.
Learn more about A New Roadmap for Mission Alignment

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.
The Power of Why

The Power of Why

If you asked me to identify the one thing that successful families have that others don’t, I’d say they have a common purpose. They understand that they share a sense of where they’re going together and what they’re trying to accomplish as...
Learn more about The Power of Why

More from Morgan Stanley

Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Reserved | Living & Giving

Reserved | Living & Giving

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

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Ready to start a conversation? Contact The Island Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

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’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

6GlobalCurrency deposits are held at Morgan Stanley Private Bank, National Association ("MSPBNA"), Member FDIC. Morgan Stanley Smith Barney LLC and MSPBNA are affiliates. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank. Unless specifically disclosed in writing, other investments and services offered through Morgan Stanley Smith Barney are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. FDIC insurance does not protect against losses due to exchange rate movements.

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.

9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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: http://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.


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