The Island Harbor Group at Morgan Stanley

James Flood is a Financial Advisor who brings over 25 years of experience to the Island Harbor Group. As a Portfolio Management Director and Alternative Investments Director, James provides highly customized advice and investment solutions to individuals and families. He is committed to long-term relationships and strives to deliver objective advice through exceptional client service. He closely monitors client portfolios, reporting on progress through ongoing client conversations.

Prior to his career as a Financial Advisor, James earned his bachelor’s degree in Business from St. John’s University and participated in CW Post's Financial Planning Program.

Outside of the office, James lives locally in Suffolk County with his wife and three children. He can often be found cheering on the New York Islanders.

Professional Highlights:
• Series 7, 31, 63, 65 Securities Registrations
• Life, Accident and Health Insurance License
• NYS Partnership Long Term Care
• Bachelor’s Degree in Business, St. John’s
• CW Post, Financial Planning Program
• Completed The Fundamentals of Alternative Investments Certificate Program - UniFi by CAIA
• Forbes Best-In-State Wealth Advisors 2025
• Forbes Best-In-State Wealth Advisors 2024
• Forbes Best-In-State Wealth Advisors 2023
• Forbes Best-In-State Wealth Advisors 2022

Forbes Best-In- State Wealth Advisors
Source: Forbes.com Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21
Source: Forbes.com Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22
Source: Forbes.com Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23
Source: Forbes (Awarded Apr 2025). Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24. morganstanley.com/disclosures/awards-disclosure

As an Executive Director and Financial Advisor, Stephen brings 40 years of extensive experience and knowledge to the Island Harbor Group. He takes pride in having helped his clients to achieve their personal financial goals while navigating challenging times. Stephen’s priority is expanding his client’s wealth over the long term, using Morgan Stanley’s vast array of resources to help them formulate a personalized financial strategy.

Outside of the office, Stephen can be found kayaking in the Connetquot River.

Professional Highlights:
• Series 6, 7, 52, 63 Securities Registrations
• Life Insurance License
• Forbes Best-In-State Wealth Advisor 2025


Source: Forbes (Awarded Apr 2025). Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24. morganstanley.com/disclosures/awards-disclosure

Kristen Signorile is a Senior Vice President, Financial Advisor, and Portfolio Manager with The Island Harbor Group at Morgan Stanley. For more than 18 years, she has guided high-net-worth families through complex financial landscapes, designing integrated strategies that align sophisticated investment portfolios with long-term objectives, multigenerational planning, and philanthropic ambitions.

As a CERTIFIED FINANCIAL PLANNER™ (CFP^®), Kristen applies a disciplined, analytical framework to wealth management — combining advanced portfolio construction, risk optimization, tax-efficient planning, and estate coordination with a deep understanding of each client’s priorities. For affluent families, where every decision carries nuance and consequence, this approach enables bespoke strategies that go beyond conventional solutions, helping ensure precision, continuity, and alignment across virtually every facet of their financial lives.

Over the years, Kristen’s work has earned national recognition, including Forbes Best-In-State Women Advisors (2022–2025), Forbes Best-In-State Women Wealth Advisors (2023), and Forbes America’s Top Next-Gen Wealth Advisors (2021). While these honors are gratifying, she will always measure her success by the clarity her clients gain — knowing their wealth, values, and legacy are managed with insight, sophistication, and care. For today, tomorrow, and the generations that follow.

Kristen resides in Great Neck, Long Island, with her family. Outside of work, she enjoys hosting dinner parties, gardening, Pilates and decorating her home for every holiday. Her creativity and passion for bringing people together are reflected in both her personal life and in the thoughtful relationships she builds with her clients.

Professional Highlights:
• Portfolio Manager
• Series 7, 63, 65 Securities Registrations
• Life, Accident and Health Insurance License
• Forbes Best-In-State Women Advisors, 2025
• Forbes Best-In-State Women Advisors, 2024
• Forbes Best-In-State Women Advisors, 2023
• Forbes Best-In-State Women Wealth Advisors, 2023
• Forbes Best-In-State Women Advisors, 2022
• Forbes America’s Top Next-Gen Wealth Advisors, 2021
• Graduated James Madison University

SOURCE: FORBES.COM (AWARDED FEB 2025) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 9/30/23 - 9/30/24. SOURCE: FORBES.COM (AWARDED FEB 2024) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 9/30/22 - 9/30/23.
SOURCE: FORBES.COM (AWARDED FEB 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 9/30/21 - 9/30/22.
SOURCE: FORBES.COM (AWARDED FEB 2022) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 9/30/20 - 9/30/21.
SOURCE: FORBES.COM (AWARDED SEPT 2021) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/20 - 3/31/21.

Mark Greco is a Vice President with Morgan Stanley and has been a trusted advisor to high-net-worth individuals and their families for over 43 years. Mark works closely with his clients to help them reach their long-term investment goals and navigate life events that require the perspective of a seasoned financial professional. He is a Financial Planning Specialist, Alternative Investments Director, and Portfolio Manager. Mark is a graduate of The University of Colorado, Boulder and earned his MBA from the Roth Graduate school at Long Island University. He is also a motorcycle enthusiast and plays guitar.

Professional Highlights:
• Alternative Investments Director
• MBA from Long Island University, Roth Graduate School of Business Administration
• 43+ Years of Experience

Peter Sluka has been a Morgan Stanley Financial Advisor for the past 13 years providing bespoke portfolio and planning advice helping enable clients to meet their goals and to successfully retire. Peter has another 25 years of leadership experience in corporate finance, operations and financial regulation.

After attaining his MBA in Finance from St John’s University, Peter served as a Sr. Examiner for NASD\FINRA where he developed a deep appreciation for getting things done the right way.

Peter was a competitive distance runner who in recent years has settled into cycling and golf.

Professional Highlights:
- Series 7, 31, 66 Securities Registrations & Insurance\Annuities Licenses
- Published in the Journal of Business Forecasting
- National Honor Society in Economics
- Chairman’s Award for Quality – American Express
- Six Sigma Master Black Belt
- Morgan Stanley Pacesetters

As one of the Senior Vice Presidents on the Island Harbor Group, David brings over 20 years of experience as Financial Advisor and has been an integral member of the team. Leveraging his Chartered Retirement Planning Counselor^® designation, David is dedicated to providing tailored retirement strategies that help clients achieve their long-term financial goals. He meticulously develops comprehensive financial plans to thoroughly understand each client's unique situation before making personalized recommendations. David earned a Bachelor of Arts from Quinnipiac University and further went on to complete the Financial Planning Course at New York University.

When he is not in the office, David enjoys spending time with his family, traveling, and playing golf. He is active in his community where he coaches a youth travel baseball and flag football teams. He resides locally in Dix Hills, NY with his wife and two children.


Professional Highlights:
- CHARTERED RETIREMENT PLANNING COUNSELOR^®
- Portfolio Manager
- Financial Planning Specialist
- Series 7, 63, 66 Securities Registrations
- Life and Health Insurance Licenses
- New York University, Financial Planning Program
- Quinnipiac University, Bachelor’s Degree in Arts

Kelly Saronka is a Business Development Director with the Island Harbor Group. As a CERTIFIED FINANCIAL PLANNER™, her practice focuses on financial planning, relationship management, and creating investment strategies. She supports clients through a planning lens and helps them create logical paths forward to maintain their wealth and enjoy a fulfilling lifestyle. Kelly’s goal is to deliver complex financial solutions to client in an efficient matter.

Kelly joined Morgan Stanley in 2016. She has held multiple roles including Wealth Advisor Associate and Client Service Associate. Prior to joining Morgan Stanley, Kelly received her bachelor’s degree in Accounting and M.B.A. in Finance Summa Cum Laude from Molloy College. While achieving these degrees, Kelly was a two-sport Division II collegiate athlete on the Field Hockey and Lacrosse teams. She earned a place on Molloy's 30 Under 30 Alumni list.

Kelly resides locally in Wantagh, New York with her husband. Outside of work, she applies her strategic thinking and leadership skills to CrossFit coaching- helping individuals set clear goals, track progress and achieve results.

Professional Highlights:
• CERTIFIED FINANCIAL PLANNER™ Professional Designation
• Series 7 and 66 Securities Registrations
• Life, Accident and Health Insurance License
• Pacesetter’s Club Member since 2023
• Bachelor’s Degree in Accounting, Molloy College
• M.B.A. Degree in Finance, Molloy College

Dawn Charmatz has been at Morgan Stanley since September 2022. She joins us with 20 years of experience in the financial services industry. She has previously worked at several brokerage firms including UBS, Lehman Brothers and Barclays. She earned a Bachelor of Science degree from SUNY Oneonta. Dawn is Series 7, 63 and 66 licensed. She also holds a New York State Life and Health Insurance license. Dawn currently resides in Plainview, New York with her husband Brian and two daughters, Alexandra and Juliana. In her spare time Dawn likes to exercise, enjoys outdoor activities with her family and likes to read. She also spends time volunteering for the nonprofit organization JDRF, who is the top leading organization in research to find a cure for type 1 diabetes.

Karen is an integral part of The Island Harbor Group. She has been with Morgan Stanley for 15 years. Prior to joining Morgan Stanley, she gained her professional experience at Oppenheimer & Co, CJ Lawrence Inc, Lehman Brothers Inc and Citigroup Global Markets Inc, giving her 36 years of industry experience. She currently holds her Series 7, Series 63 and Series 66 licenses.

Karen is passionate about focusing on cultivation and enhancement of new and existing client relationships via active communication with clients, resolving inquiries, providing guidance and keeping key information current.

Karen currently resides in Lindenhurst, NY with her husband, Joe.

Patty Bento has been with Morgan Stanley for 17 years and has 34 years of experience in the financial services industry. When not in the office in her free time she enjoys bowling on her weekly league, going to the gym and watching the NY Rangers with her rescue cat Winnie.

Aneel Mall comes to the team with 26 years of industry experience. He has been at Morgan Stanley for 5 years. His role transcends all facets of relationship management, client onboarding and service, client education, and financial planning. As his career develops, Aneel continues to ensure clients and their needs are met with premier service.