John Mirsepahi
Managing Director, Private Wealth Advisor, Senior Portfolio Manager, Global Sports and Entertainment Director
Phone:
(212) 761-5745(212) 761-5745
Morgan Stanley Private Wealth Management
The J.M. Group
Direct:
(212) 761-5745(212) 761-5745
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
WELCOME
At The J.M. Group, our mission is to understand the full picture of your financial life—past, present, and future. We begin every relationship by listening: asking thoughtful questions and devoting time to truly know your priorities and aspirations. This approach allows us to craft a customized wealth management strategy that aligns with your unique goals, while carefully managing risk and minimizing unnecessary exposure.
We believe that effective wealth management is about transforming your goals into reality. Success, for us, is measured not just by numbers, but by your ability to achieve the milestones that matter most. That’s why we partner with you at every stage—planning, preparing, and adapting your strategy as life evolves.
From the outset, we engage in meaningful conversations about what you value most—whether it’s preparing for healthcare expenses, college, the sale of a business, or passing wealth to the next generation. Everything starts with a comprehensive plan tailored to your circumstances.
Our goal is to help you manage, grow, and protect your wealth today, while always considering the impact on your tomorrow. By leveraging the full suite of investment insights and banking solutions available to us, we collaborate with you to develop strategies that address your specific needs—and support your success every step of the way.
We believe that effective wealth management is about transforming your goals into reality. Success, for us, is measured not just by numbers, but by your ability to achieve the milestones that matter most. That’s why we partner with you at every stage—planning, preparing, and adapting your strategy as life evolves.
From the outset, we engage in meaningful conversations about what you value most—whether it’s preparing for healthcare expenses, college, the sale of a business, or passing wealth to the next generation. Everything starts with a comprehensive plan tailored to your circumstances.
Our goal is to help you manage, grow, and protect your wealth today, while always considering the impact on your tomorrow. By leveraging the full suite of investment insights and banking solutions available to us, we collaborate with you to develop strategies that address your specific needs—and support your success every step of the way.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
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.
Location
1585 Broadway
New York
New York, NY 10036
US
Direct:
(212) 761-5745(212) 761-5745
Meet The J.M. Group
Matthew Cali
First Vice President, PWM Business Development Director
Phone:
(212) 761-5749(212) 761-5749
Matthew Zamora
Vice President, PWM Director of Investments
Phone:
(212) 761-5752(212) 761-5752
Joanne Zaman
PWM Client Relationship Analyst
Phone:
(212) 761-5753(212) 761-5753
About Me
Passionate Investor | Lifelong Learner | Specialist in Founders & Global Sports and Entertainment Wealth Management
John Mirsepahi is a Managing Director and Senior Portfolio Manager at Morgan Stanley Private Wealth Management (PWM) with over three decades of experience serving ultra-high-net-worth families, executives, entrepreneurs, and multigenerational investors. John leverages Morgan Stanley PWM’s global capabilities to deliver personalized, sophisticated strategies for clients with complex financial needs, including investment management, family governance, alternative investments, and legacy planning.
John is part of an elite group of fewer than 2% of advisors holding the distinguished “Founders Specialist” designation at Morgan Stanley PWM—a recognition reserved for advisors with proven expertise in helping company founders and private market executives manage, grow, and unlock liquidity from concentrated business wealth. This designation reflects his skill in guiding entrepreneurs through all phases of their financial lifecycle, from early-stage growth to public offerings and beyond.
Further differentiating his practice, John is a Global Sports & Entertainment Director at Morgan Stanley, providing sophisticated wealth solutions to athletes, artists, and industry professionals whose financial situations require uniquely tailored strategies. As founder of The J.M. Group, John delivers a bespoke family office experience—uniting institutional resources with boutique-level service for entrepreneurial families, endowments, and real estate investors.
Consistently recognized among the nation’s top advisors—including Barron’s Top 100 Financial Advisors and Forbes Best-in-State Wealth Advisors—John’s approach is grounded in trust, insight, and a commitment to helping clients build, sustain, and transfer wealth across generations.
John Mirsepahi is a Managing Director and Senior Portfolio Manager at Morgan Stanley Private Wealth Management (PWM) with over three decades of experience serving ultra-high-net-worth families, executives, entrepreneurs, and multigenerational investors. John leverages Morgan Stanley PWM’s global capabilities to deliver personalized, sophisticated strategies for clients with complex financial needs, including investment management, family governance, alternative investments, and legacy planning.
John is part of an elite group of fewer than 2% of advisors holding the distinguished “Founders Specialist” designation at Morgan Stanley PWM—a recognition reserved for advisors with proven expertise in helping company founders and private market executives manage, grow, and unlock liquidity from concentrated business wealth. This designation reflects his skill in guiding entrepreneurs through all phases of their financial lifecycle, from early-stage growth to public offerings and beyond.
Further differentiating his practice, John is a Global Sports & Entertainment Director at Morgan Stanley, providing sophisticated wealth solutions to athletes, artists, and industry professionals whose financial situations require uniquely tailored strategies. As founder of The J.M. Group, John delivers a bespoke family office experience—uniting institutional resources with boutique-level service for entrepreneurial families, endowments, and real estate investors.
Consistently recognized among the nation’s top advisors—including Barron’s Top 100 Financial Advisors and Forbes Best-in-State Wealth Advisors—John’s approach is grounded in trust, insight, and a commitment to helping clients build, sustain, and transfer wealth across generations.
Securities Agent: AZ, AR, CA, CO, CT, DE, FL, GA, HI, IL, ME, MD, MA, MI, MO, NV, NH, NJ, NM, NY, NC, OH, PA, RI, SC, TN, TX, VT, VA, WA; General Securities Representative; Investment Advisor Representative
Contact John Mirsepahi
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
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.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Asset Allocation does not assure a profit or protect against loss in declining financial markets.
3Morgan 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.
4Morgan 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
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Asset Allocation does not assure a profit or protect against loss in declining financial markets.
3Morgan 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.
4Morgan 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
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)