The Kline Zemachson Richman Group

Drawing on over 20 years of financial industry experience, Marcus Kline works with a select clientele of ultra high net worth individuals and families, as well as nonprofit organizations and endowments. Thanks to the trust his clients have placed in Marcus and the team, the Kline Zemachson Richman Group has been honored by Forbes as a Best-In-State Wealth Management Team for 2023, 2024, and 2025, in addition to Marcus being recognized as a Forbes Best-In-State Wealth Advisor in 2020 and 2021.

Marcus focuses primarily on asset allocation, retirement planning and education funding, and works with a network of tax and legal professionals to provide multigenerational wealth transfer strategies. Because planning is such an important component of any investment strategy, Marcus and his team go beyond quantitative results and focus on each client’s individual needs, goals and obligations. Marcus pays attention to the details and psychology of each investor—how they think about money and the experiences they’ve had with their previous investments. While building portfolios, he works to gauge risk profiles, and stress-tests his assumptions. These insights provide the framework to help develop the right plan for each client.

Prior to joining Morgan Stanley in 2021, Marcus spent 10 years addressing the needs of affluent families as a Wealth Partner and Managing Director at J.P. Morgan Advisors. He began his wealth management career at Bernstein Global Wealth Management, where he rose to be a Principal of the firm. Earlier in his career, Marcus worked on the New York Mercantile Exchange, gaining skills in the use of options and futures strategies. He graduated from the University of Delaware in 1995 with a B.S. in finance and marketing and a minor in management information services.

Marcus is married with two daughters and lives in Sag Harbor and Sutton Place, New York City, New York. He is active with his synagogue in Sag Harbor. In his free time, he enjoys traveling, playing tennis and biking with his family.

2023, 2024 & 2025 Forbes America’s Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 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.

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

https://www.morganstanley.com/disclosures/awards-disclosure.html

Having spent his entire 25-year career in wealth management, Scott Zemachson brings an experienced perspective to the financial needs of ultra high net worth individuals and families, nonprofit organizations and endowments. Working closely with their tax and legal professionals, Scott provides his clients with high-quality advice and integrated wealth management strategies to help simplify and enhance the quality of their lives. Thanks to the trust his clients have placed in Scott and the team, the Kline Zemachson Richman Group has been honored by Forbes as a Best-In-State Wealth Management Team for 2023, 2024 and 2025, in addition to Scott being recognized as a Forbes Best-In-State Wealth Advisor in 2020 and 2021.

Working to gain a nuanced understanding of his clients’ needs and aspirations, Scott leads efforts to create and implement comprehensive wealth management plans that touch virtually every aspect of clients’ financial lives. He calls on his partners in The KZR Group for their insight and experience, while adding to his own skills in investment management, alternative investments, lending and holistic planning. Drawing upon the vast global resources of Morgan Stanley, Scott also provides access to strategic investment opportunities, trusts and estate advisory, lending solutions, philanthropy management and an extensive array of lifestyle advisory services.

Prior to joining Morgan Stanley in 2021, Scott spent 10 years addressing the needs of affluent families as a Wealth Partner and Managing Director at J.P. Morgan Advisors. He began his career at Bernstein Global Wealth Management, where he spent 15 years, and rose to become a principal of the firm. Scott graduated from Pennsylvania State University in 1995 with a B.S. in business management.

Scott is married with three children and lives in Scarsdale, New York. He is also active in several committees for the UJA-Federation of Westchester, where he also served as the former co-chair of Westchester UJA Sports Talk. Scott is the Co-President of the Scarsdale Schools Education Foundation. He is active with the Leukemia & Lymphoma Society, where he served as the former co-chair for Visionaries of the Year. In his free time, he enjoys playing tennis, golf, cooking and coaching his children’s sports teams.

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

2023, 2024 & 2025 Forbes America’s Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 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.

https://www.morganstanley.com/disclosures/awards-disclosure.html

Todd Richman brings over two decades of diverse professional experience to the needs of ultra high net worth families and individuals including athletes and entertainers, as well as a select clientele of foundations and endowments. Working to develop an in-depth understanding of each client’s goals and preferences, Todd customizes their portfolios to support their spending, wealth transfer and philanthropic objectives. Thanks to the trust his clients have placed in Todd and the team, the Kline Zemachson Richman Group has been honored by Forbes as a Best-In-State Wealth Management Team for 2023, 2024 and 2025, in addition to Todd being recognized as a Forbes Best-In-State Wealth Advisor in 2020 and 2021.

Todd follows a disciplined, goals-based planning approach to wealth management. He strives to ensure that his clients’ overall investment strategies can provide returns that can help them pursue their long-range plans while accommodating their more pressing daily requirements. Todd places considerable emphasis on tax optimization, and works closely with his clients’ tax advisors and attorneys to help ensure an integrated approach for their overall wealth management plans.

Prior to joining Morgan Stanley, Todd spent 10 years as a Wealth Partner and Managing Director at J.P. Morgan Advisors, focused on the investing and wealth planning needs of ultra high net worth families. He began his wealth management career at Bernstein Global Wealth Management, where he spent nine years. He had previously served as an executive for several not-for-profit organizations and as a political consultant. Todd graduated from West Chester University of Pennsylvania in 1992 with a B.S.Ed. in history and education. He went on to earn an M.P.A. from Baruch College, City University of New York in 1995.

Todd has received multiple honors for his commitment to making his community a better place. He has received the Woodbury Ball for Autism honor (2017), the UJA Federation Robert S. Boas Award (2014), the Cradle of Aviation Museum Don Axinn Community Service Award (2013), and the PSCH Man of the Year Award (2011). Todd currently serves on the boards of the Cradle of Aviation Museum, the Long Island Steering Committee for the UJA Federation, and the Albertson Soccer Club Board of Directors. He lives on Long Island, New York, with his wife and three boys.

2023, 2024 & 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 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.

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

https://www.morganstanley.com/disclosures/awards-disclosure.html

Tom joined Morgan Stanley in 2022 after spending three years at Merrill Lynch managing a team of financial advisors. He leverages twelve years of industry experience. He works with a select group of executives, entrepreneurs, and athletes who are facing new risks and opportunities based on their career success. His objective is to help clients identify and realize their financial goals. Tom has also developed a significant practice working with emerging technology executives. He appreciates the dedication and hard work that clients have exercised to advance their respective professions and applies the same discipline to helping clients manage their unique financial lives while they are at the peak of their careers and beyond.

Tom spent time in Switzerland and Italy playing professional soccer before he started his professional career as a Financial Advisor. He remains deeply involved in sports and the New York City soccer community where he was the captain of the New York Athletic Club. Tom maintains his Series 7, 63, and 65 licenses. He graduated from The Questrom School of Business at Boston University where he also played four years of Varsity Soccer. Tom resides in Hoboken, NJ with his family and dog.

Doran P. Chlupsa, First Vice President, is a Director of Business Strategy for the Kline Zemachson Richman Group. He brings 25 years of experience, all with Morgan Stanley working alongside Financial Advisors to develop custom financial and investment plans for individual and Institutional clients.

In his current position, he acts as the teams Chief Operating Officer drawing on his vast experience across all divisions of Morgan Stanley to uncover client needs and assist in educating and delivering the required solution. He was previously the Associate Complex Manager of the 5th Avenue Complex, where he supported the Complex’s Financial Advisors on strategies to grow and deliver a modern wealth management practice. Prior to his role on the Complex management team, Doran was a Consulting Group Regional Director where he leveraged Morgan Stanley’s intellectual capital and investment advisory research in portfolio construction for advisory clients. Before his regional role, he was the Associate Program Manager of the Portfolio Management Group assisting with platform, technology, and business development. His earliest roles focused on professional development and education related to retirement accounts and financial planning desktop applications.

A graduate of King’s College, Doran holds a B.S. in Business Admiration and Marketing. Doran resides in New York City with his wife and their three daughters. He is active with his Church community and enjoys coaching youth sports.

Drawing on 15 years of professional investing experience, Phillip Scaglione provides analytical and administrative support for the team’s ultra high net worth clients. Philip’s responsibilities include preparing financial reports, distributing research, executing trades and money movements.

After graduating from SUNY New Paltz School of Business with an MBA in finance in 2006, Phillip began his financial services career at ALX Energy as an analyst. He moved to DRW Holdings in 2008, where he spent nine years working his way to becoming a portfolio manager on the investment team. At DRW, he built a reputation for attention to detail while sharpening his professional skills. Philip joined J.P. Morgan in 2018 and moved with the team to Morgan Stanley in 2021.

Active in his community, Philip spends time mentoring children at True Mentors, an organization that helps provide positive role models to children. He is also an active member of the Greek Orthodox community of Southampton, New York, where he lives with his wife and two young children.

Ylissa Sekuler is principally responsible for the smooth running of the team’s daily activities. Among her many responsibilities, she oversees client service, operations and administrative procedures for the team’s ultra high net worth clients. Ylissa’s versatility, problem-solving capabilities and issue-resolution skills provide guidance and clarity for the team’s clients, and contribute to an outstanding overall service experience.

Ylissa graduated from the University of Michigan with a Bachelor of Business Administration. She began her career as a Foreign Exchange trader and worked at a number of large institutions, Credit Suisse, Bear Stearns and JP Morgan. She joined the KZR team in 2016.

Ylissa resides in New York City and in her free time enjoys exploring Manhattan and spending time with her family and close friends. This has earned her the nickname “The NYC Concierge” to all that know her.

As a senior member of The Kline Zemachson Richman Group, Jake plays a key role in delivering personalized financial planning and exceptional client service for high-net-worth individuals and families. Utilizing his Certified Financial Planner™ (CFP^®) designation*, earned in July 2023, Jake designs tailored financial plans to help clients achieve their short- and long-term goals. He also leads initiatives to foster financial education and literacy among clients’ family members through the team’s Next Gen program, helping financial confidence across generations.

Jake began his career at Chase Bank in New York City, where he was recognized in the President’s Club as a top-ranked banker. In 2020, he joined The KZR Group at JPMorgan and helped lead the team’s successful transition to Morgan Stanley in 2021.

Jake graduated from Indiana University with a B.S. in Management and a Minor in Business from the Kelley School of Business. He holds the FINRA Series 7, 6, and 63 licenses.
Jake resides in New York City and enjoys cooking, exercising, and spending time with family and friends. In 2024, he proudly ran the NYC Marathon for charity, combining his passion for fitness with giving back to the community.

*This role cannot solicit or provide investment advice

Ben Langer is a Financial Advisor at Morgan Stanley Private Wealth Management. He joined The Kline Zemachson Richman Group in January 2022 as a Registered Client Service Associate where he provided the team’s ultra high net worth clients with an outstanding level of service, compassion and care. Ben’s responsibilities include wealth/allocation analysis, all client requests, and supporting the team’s daily operations.

Ben graduated from the S.I. Newhouse School of Public Communications at Syracuse University with a B.S. in the Music & Entertainment Business. He began his career at J.P. Morgan Chase as a Relationship Banker in New York City, developing skills and rapport that are essential to provide a positive client experience.

Ben was born and raised in New York City, where he currently resides and enjoys traveling, skiing and spending time with his friends and family in his free time. Ben currently holds his Series 7, 6, 63 and 65 licenses.

Paula brings over 20 years of financial services experience to the Kline Zemachson Richman Group. Her experience brings a heightened focus on delivering exceptional client service. Paula is known for her ability to address the most unusual or complex
inquiries with ease and professionalism.