Steven Kyriakos
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(203) 625-4693(203) 625-4693
The Kyriakos Group at Morgan Stanley
Direct:
(833) 482-7326(833) 482-7326
Toll-Free:
(833) 482-7326(833) 482-7326
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
We pride ourselves on bringing a sophisticated perspective to our clients most complex financial challenges. We help them make informed investment decisions within the context of comprehensive, multi-generational wealth management strategies. Understanding the unique needs of ultra-high net worth clients, we are well-prepared to help them protect the wealth they have created while generating the income they need to support their lifestyles and pursue their charitable missions.
Our team is committed to:
• Managing investments with an unwavering focus on your financial strategy and personal goals
• Creating comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
• Simplifying financial complexity to help you achieve clarity and control
Our team is committed to:
• Managing investments with an unwavering focus on your financial strategy and personal goals
• Creating comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
• Simplifying financial complexity to help you achieve clarity and control
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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.
Our Clients
We serve a select group of affluent clients with uncommonly complex investment needs. Our clients entrust us with their individual, family, and business assets. Here are some examples of the clients we are currently working with.
• High net worth families & individuals
• Corporate Executives
• Entrepreneurs & Founders
• Money management principals
• Nonprofit foundations & organizations
• Corporate pension plans
We have the rare ability to offer sophisticated discretionary portfolios, allocation, and brokerage services. While no two client portfolios are alike, they tend to share certain characteristics:
• Conservation of principal through the active management of portfolios
• Risk analysis and the ability to invest in all asset classes and global markets
• Construction and customization of portfolios designed to satisfy client’s risk/reward profile
• Personalized attention and innovative financial solutions designed to maximize income
• High net worth families & individuals
• Corporate Executives
• Entrepreneurs & Founders
• Money management principals
• Nonprofit foundations & organizations
• Corporate pension plans
We have the rare ability to offer sophisticated discretionary portfolios, allocation, and brokerage services. While no two client portfolios are alike, they tend to share certain characteristics:
• Conservation of principal through the active management of portfolios
• Risk analysis and the ability to invest in all asset classes and global markets
• Construction and customization of portfolios designed to satisfy client’s risk/reward profile
• Personalized attention and innovative financial solutions designed to maximize income
RESOURCES & RESEARCH
At Morgan Stanley, we provide clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The content below offer insight into the modern market and economic landscape.
Thoughts On The Market Podcast
Join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen to the Latest Episode
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Listen to the Latest Episode
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest Report
FamilyAssist
We know how difficult losing a loved one
can be. At Morgan Stanley, we are here to
help you navigate the decisions to be made
following the death of your spouse or other
family member.
Access Our Brochurecan be. At Morgan Stanley, we are here to
help you navigate the decisions to be made
following the death of your spouse or other
family member.
Meeting with an Estate Planning Attorney
You have worked long and hard to achieve success and build wealth for you and your family. There have been numerous challenges along the way. You may be at a point now where your greatest challenge is preserving
your wealth and building a plan for its transition to those you choose in a way you choose.
Access Our Guideyour wealth and building a plan for its transition to those you choose in a way you choose.
WORKING TOGETHER TO SERVE CLIENTS AND CREATE GREATER VALUE
We work collaboratively with professionals across a range of expertise to provide a holistic, effective financial strategy for clients. Many times we can leverage our experience and resources to add value to services provided by professionals such as Accountants, Estate Planners, and Real Estate Professionals, among others. In an increasingly complicated lending and tax environment, we welcome the opportunity to combine efforts with other professionals and jointly serve clients. Here are some examples of professionals we collaborate with, and the client results we create together.
Estate Attorneys
Together, we can share resources and co-design how to help more UHNW and HNW clients plan for their family’s future generations. Your and our combined experience and tools could help more clients see the feasibility of moving the appropriate amount of assets into their estate plan -- and doing so in support of their their own current or future lifestyle.
We may also be able to save you time, allowing you to focus on other aspects of your client’s needs. By working together on behalf of clients, we collaboratively help ensure that their money and the estate plan are conjoined, allowing for more impactful strategies and the resources to make a variety of trusts viable and worthwhile. And we can reciprocate you helping our clients and vice versa with your clients.
We may also be able to save you time, allowing you to focus on other aspects of your client’s needs. By working together on behalf of clients, we collaboratively help ensure that their money and the estate plan are conjoined, allowing for more impactful strategies and the resources to make a variety of trusts viable and worthwhile. And we can reciprocate you helping our clients and vice versa with your clients.
Certified Public Accountants
Morgan Stanley has some alternative ways to assist you in what you do best – lower your HNW clients’ tax drag. We offer our HNW clients both simple and complex ways to help lower the taxes they would otherwise expect to pay, depending on what is appropriate for each client. One alternative approach may include diversifying their large single stock holdings including their equity compensation plans with Exchange Traded Funds - and possibly doing so with no sale of their stock and no tax impact. Where appropriate, our clients have also begun using our Donor Advised and Opportunity Zones Funds.
Learn More About How We Can Help
Real Estate Professionals
How many of your clients wish they were cash buyers for their next property - especially in this real estate market? The way we help our HNW clients manage their wealth opens real estate ownership opportunities that may not be readily available elsewhere. We’d love the opportunity to hear about your clients’ real estate ownership goals.
Learn More About How We Can Help
Other Professionals
Every day we find more ways that we can aid professionals and their clients with topics related to estate planning, retirement planning, lending solutions, insurance, and investment guidance. We are always willing to work with you to assist your clients or explore how you might assist our clients. We encourage you to reach out to us to discuss how we may collaborate to provide clients with an even better and more valuable experience.
Location
One Fawcett Place
3rd floor
Greenwich, CT 06830
US
Direct:
(833) 482-7326(833) 482-7326
Toll-Free:
(833) 482-7326(833) 482-7326
Meet The Kyriakos Group
John Magnesio
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(203) 625-4692(203) 625-4692
Tara Schjorring
Senior Client Service Associate
Phone:
(203) 625-4696(203) 625-4696
Ryan Kelly, CAIA®, QPFC
Wealth Management Analyst
Phone:
(203) 625-4862(203) 625-4862
About Me
With 40 years of experience advising affluent individuals, multigenerational families, and business owners, Steven shares in the value of hard work. As a comprehensive wealth manager, he takes a hands-on approach to engage and intimately understand how to help clients build on their success. Steven believes the best results start by having a plan that is customized to each client before they make any investment recommendations. Dedicated to enabling clients to make more informed decisions on every aspect of their financial lives with confidence and clarity.
While investment management is the main topic, it goes beyond that. Steven enjoys helping clients make important financial decisions for themselves and their families. These decisions sometimes involve insurance, mortgages, major purchases, or conducting financial matters in a tax efficient way. Steven’s personal accessibility and commitment are the cornerstones of each of his relationships.
As a founding partner, Steven is responsible for collaborating with experts across Morgan Stanley, accessing an incomparable range of capabilities and solutions creating a team clients can trust to guide them forward.
While investment management is the main topic, it goes beyond that. Steven enjoys helping clients make important financial decisions for themselves and their families. These decisions sometimes involve insurance, mortgages, major purchases, or conducting financial matters in a tax efficient way. Steven’s personal accessibility and commitment are the cornerstones of each of his relationships.
As a founding partner, Steven is responsible for collaborating with experts across Morgan Stanley, accessing an incomparable range of capabilities and solutions creating a team clients can trust to guide them forward.
Securities Agent: NV, CA, WI, OR, HI, WA, SC, NC, WY, UT, MD, AR, MS, VT, NY, DE, CO, PA, OH, ND, MN, MI, ID, GA, FL, AL, SD, NM, MT, ME, IN, IL, CT, VA, RI, TX, DC, AZ, NJ, NH, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2496174
NMLS#: 2496174
About Me
I can’t wait to get to work every day. Over my 39-year career, I have averaged one week a year vacation. I have been very fortunate not to miss many family dinners with my wife, Clair, of 39 years, and my two sons, Peter and Paul. I measure my success as a financial advisor by the way our client’s invite me into their lives. Each invitation to a child of a client’s wedding, christening, family dinner, or even a phone call over the weekend asking for personal advice, are testaments to the high-quality service I offer. I can’t wait for tomorrow to see where I can add value for you.
Securities Agent: PR, MA, WA, CO, MT, ME, AZ, MD, NM, NJ, MN, ID, OR, GA, WY, VT, UT, SD, NV, NH, NC, MS, FL, DE, CA, OH, AR, WI, SC, MI, IL, DC, CT, VA, PA, NY, ND, AL, IN, TX, RI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2495662
NMLS#: 2495662
About Tara Schjorring
Tara Schjorring is a Senior Service Associate and has worked with The Kyriakos Group since 2007. Tara acts as Team Administrator and is responsible for a wide range of client service and administrative duties. Tara is committed to providing superior customer service, specializes in Wealth Transfer, and holds her Series 7 license.
A former resident of Westchester County, Tara has lived in Stamford, CT since 2019.
A former resident of Westchester County, Tara has lived in Stamford, CT since 2019.
About Ryan Kelly
Ryan Kelly is a Wealth Management Analyst for The Kyriakos Group at Morgan Stanley and handles operations related to client outreach and service. From opening client accounts and money movement, to scheduling and aiding in the client’s adoption of the firm’s digital tools, Ryan seeks to handle every client's concern with care.
Ryan is a graduate of SUNY Geneseo with a degree in Business Administration and a minor in Marketing. In April 2023, Ryan became a Chartered Alternative Investment Analyst (CAIA®). Prior to joining Morgan Stanley in 2021, Ryan spent a year working in residential construction in Greenwich, CT as a project manager. His skills in organization, communication, and execution serve him well as he seeks to understand client concerns and deliver solutions with speed and accuracy.
Ryan was born and raised in Westchester County and now resides in Stamford, CT. In his free time, Ryan enjoys playing hockey and spending time with his wife, family and friends. In 2018 Ryan embarked on a 5 month cross country trip, visiting each of the continental states.
Ryan is a graduate of SUNY Geneseo with a degree in Business Administration and a minor in Marketing. In April 2023, Ryan became a Chartered Alternative Investment Analyst (CAIA®). Prior to joining Morgan Stanley in 2021, Ryan spent a year working in residential construction in Greenwich, CT as a project manager. His skills in organization, communication, and execution serve him well as he seeks to understand client concerns and deliver solutions with speed and accuracy.
Ryan was born and raised in Westchester County and now resides in Stamford, CT. In his free time, Ryan enjoys playing hockey and spending time with his wife, family and friends. In 2018 Ryan embarked on a 5 month cross country trip, visiting each of the continental states.
Contact Steven Kyriakos
Contact John Magnesio
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact The Kyriakos Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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:
https://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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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:
https://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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
