The Lenox Group at Morgan Stanley

A Managing Director of Wealth Management at Morgan Stanley, Frank advises high net worth clients and focuses on co-managing the team’s various discretionary equity portfolios.  Frank brings nearly 30 years of experience to the practice and possesses a deep knowledge of equity markets that encompasses such sophisticated disciplines as risk arbitrage, long-short and event-driven investing. Frank advised institutional hedge funds in these areas long before alternative investments became a familiar term to retail investors.

Outside of Morgan Stanley, Frank dedicates his time to a number of community organizations including the Northern New Jersey Food Bank and Green Chimneys, a nationally renowned, nonprofit organization that works to create positive futures for children with emotional, behavioral, social and learning challenges, in Brewster, NY.  He is also an avid golfer and home reef aquarium enthusiast. 
 
Frank joined a Morgan Stanley predecessor firm in 1982 after a time in corporate lending with CIT Financial.  He holds a Bachelor of Science in Business Management from Old Dominion University in addition to the prestigious Certified Portfolio Manager (CPM) designation.

Gene focuses on asset allocation for The Lenox Group and has experience helping clients translate their objectives and attitudes into tangible investment strategies. A Senior Vice President-Wealth Management, Gene has earned Morgan Stanley's* Financial Planning Specialist designation and employs our sophisticated methodology to develop asset allocations that encompass various asset classes and investment categories.

Before joining a predecessor firm of Morgan Stanley* in 1986, Gene advised clients at Kidder Peabody and served as a sales executive for Xerox Corporation. He earned his Bachelor of Business Administration in Marketing with a minor in Economics from Iona College and is active in a number of organizations including the prestigious New York Athletic Club, where he continues to offer his guidance and support after serving as an officer on its Board of Governors.

Gene is a long term member of the board of directors for Cardinal McCloskey Family Services in Valhalla , N.Y.  He also serves as the financial advisor for the Stepinac Foundation in White Plains, N.Y. where he was elected as a member of their Hall of Fame.     

He is a former Little League, soccer and basketball coach in Eastchester, NY. Gene also served as a past president of the Eastchester Sports Club.

Mike assists with virtually all aspects of an individual’s financial picture by delivering comprehensive wealth management strategies tailored to each client relationship. He focuses on private wealth planning and risk mitigation solutions for high-net-worth individuals, family offices, business owners, retirees, and corporate executives. Mike’s many years of experience allow him to understand the complexities of employee compensation offerings and how to potentially maximize their benefits within a holistic financial plan.

He started his career at Smith Barney in 2006, which was later acquired by Morgan Stanley. Mike has been recognized by Morgan Stanley as a member of the prestigious Pacesetters Club (2012, 2015, and 2016) and Century Club (2023 and 2024). He was also named to the Forbes Nex-Gen Best-in-State Wealth Advisors list for New York City in 2022 and 2023. He is accredited as a CERTIFIED FINANCIAL PLANNER™ through the Kaplan School of Business as well as a Chartered Retirement Planning Specialist^® from the College for Financial Planning. Mike holds his series 7 & 66 licenses as well as his life/health insurance license. He also carries internal designations of Family Wealth Director, Financial Planning Specialist, Workplace Advisor - Equity Compensation, and Portfolio Manager.

Mike earned his Bachelor of Science degree in Finance with a minor in Entrepreneurship from Quinnipiac University in Hamden, Connecticut. During his free time, Mike spends time with his wife Erin, son Michael, and daughter Mia where they reside in Yorktown Heights, New York. He enjoys coaching, exercising, and playing golf and soccer. He also competes as a Ninja Warrior where he qualified as a finalist for the World Ninja League Season IX Championships in the adult division. Mike volunteers his time as an interior firefighter for the Yorktown Heights Engine Company #1. As a first responder, he responds to multiple alarms each year helping members of the community.

2022, 2023 Forbes Next-Gen Wealth Advisors Best-In-State - Michael Lysenko
Michael Lysenko was named to the Forbes Next-Gen Best-In-State Wealth Advisors list for New York in 2022 and 2023.

2022, 2023 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2023). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

Kyle Medeiros began his investment career in 2017 after earning his Bachelor's degree in Economics and Finance from Providence College. As a Financial Advisor and Vice President within Morgan Stanley’s Wealth Management Division, Kyle Medeiros focusses on financial planning and investment management while maintaining his client relationships and coordinating with their accountants, estate attorneys and other professionals to shape his clients' full financial lives. Kyle is a proud partner of the Lenox Group working alongside a group of experienced professionals in which some his responsibilities also include developing the team's operational, marketing, and strategic planning initiatives. Kyle holds his Series 7 & 66 licenses as well as his life/health insurance license.

Kyle focuses on private wealth planning, overall investment allocation, and risk mitigation solutions for high-net-worth families, corporations, foundations, and organizations. By maintaining a disciplined approach to servicing his client’s wealth management goals and needs, Kyle is able to assist with all aspects of clients’ financial plans. His consultative process begins with an in-depth discussion of clients’ current finances and future objectives. This holistic approach further enables him to deliver comprehensive wealth management strategies tailored to each individual client relationship. Kyle’s experience and access to Morgan Stanley’s resources allows him to cater to the complexities of his clients’ situation while also being able to add value by providing the solutions they are looking for.

Kyle currently lives in Manhattan and has been an active member of charitable organizations including Covenant House, Love Your Melon, Best Buddies, and The Special Olympics. He is a passionate college basketball fan and also enjoys skiing, running, golf, and soccer.

Ron has been helping High Net Worth individuals and families meet their long-term investing goals for decades. He is a Senior Portfolio Manager with the Lenox Group, within Morgan Stanley. In addition to running the Managed Municipal and Taxable Fixed Income Strategy there, he advises many of his team’s High Net Worth clients and their families in their investment and estate planning strategies. Ron brings his deep knowledge to the team’s overall asset allocation process and to the performance monitoring of the third-party asset managers being considered by the team.

Ron is involved in a number of community organizations, including the Ronald McDonald House of the Greater Hudson Valley in Valhalla, NY, where he served as Board President for seven years. He also served as Board President for Arts Escape, a non-profit organization focused on providing seniors with access to performing, visual, and participatory arts programs, based in Southbury, CT. Ron is a past president and Board Chairman of Sinai Free Synagogue in Mount Vernon, NY.

A graduate of Northeastern University with a Bachelor of Arts in Political Science and minor in American History,  Ron worked as a Financial Advisor with Merrill Lynch and Kidder, Peabody before joining a Morgan Stanley* predecessor firm in 1987. He has managed firm offices in New York City and Manhasset, NY. Ron is a member of the Investment Management Consultants Association (IMCA) and the Association of Professional Investment Consultants (APIC), having served as a Board Director for seven years.

Rich, a Managing Director of the Lenox Group, has been advising both corporate and individual high net worth clients for over 30 years. Rich focuses on corporate cash management and 401(k) plans and brings this experience to his client relationships which include closely held companies, non-profit organizations, as well as corporate executives and retirees.

Rich’s involvement with non-profits also extends beyond Morgan Stanley, serving as a finance committee board member of White Plains Hospital, an advisor to the Felician School for Exceptional Children in Lodi, NJ, a committee member of the Bronx Chamber of Commerce, and a board member of Green Chimneys, a nationally renowned, nonprofit organization that works to create positive futures for children with emotional, behavioral, social and learning challenges, in Brewster, NY.

Rich joined a Morgan Stanley predecessor firm in 1987 after graduating from Manhattan College with a Bachelor of Business Administration in Finance. Rich has also earned several prestigious designations during his more than 20 years with Morgan Stanley including the Portfolio Manager and Certified Financial Planner (CFP) designations.

Hudson is a Financial Advisor with The Lenox Group at Morgan Stanley. He focuses on creating highly customized wealth management solutions for affluent families, entrepreneurs, and select institutions.

As a CERTIFIED FINANCIAL PLANNER^® and Certified Investment Management Analyst^®, Hudson helps his clients pursue their investment objectives through comprehensive financial planning, tax-efficient portfolio construction, investment management, and risk management.

Previously, he served as a Consulting Group Analyst where he provided tailored financial plans and investment strategies for the group's advisory relationships. Hudson also contributed to the team’s investment research efforts, conducting due diligence and regularly meeting with equity, fixed income, and alternative investment managers.

Prior to joining The Lenox Group, Hudson worked for the Morgan Stanley Central-North Florida Complex as a Wealth Advisor Associate where he supported Complex Management and Financial Advisors in financial planning, business development, and client service.

Originally from Ohio, Hudson graduated from the University of South Carolina with a degree in Accounting and Finance. Hudson holds his Series 7 and 66 securities licenses as well as his life, health, and variable annuity insurance license. He also carries the internal designation of Financial Planning Specialist.

Hudson currently resides in Manhattan. In his free time, he enjoys spending time with family and friends, travel, and Cincinnati Bengals football.

Marcello Bellia joined the Lenox Group in February of 2020 as a Client Service Associate for the team. He primarily works with the group’s homeowners’ associations to ensure quality care of their accounts.

Marcello joined the team part-time in 2020, before rising to a full-time role after graduating from Adelphi University in 2021 with a Bachelors of Science in Finance. While at Adelphi, he enrolled in their Honors College program and was a member of the track team.

Marcello holds the SIE, Series 66, and Series 7 designations and is working towards adding future licenses to his resume. In his free time living on Long Island, Marcello enjoys playing the guitar, drums, and following his favorite sports teams.

Josephine Chirico began her career at a Morgan Stanley* predecessor company in 1999 where she specialized in cashiering and new accounts. Josephine then joined the financial consulting team of Richard Priore, Sr., Frank De Flora and Richard Priore, Jr., three of the Lenox Group's original partners. Now, as Wealth Management Associate of the Lenox Group, she is responsible for the overall fulfillment of the team's commitment to providing an excellent client experience.

Josephine is fluent in Italian and was a member of the National Honor Society and the Italian Foreign Language Society.

Josephine is a graduate of Fordham University and holds a Bachelor of Science in Finance and a minor in Economics. Prior to joining the firm, Josephine spent five years in supervisory positions with Met Food Market, Inc. In her last position at that company, she supervised 17 employees, ultimately rising to the level of regional supervisor. She holds the Series 7 and Series 66 securities registrations.

Michael joined the Lenox Group as an Intern in 2022, before rising to a part time roll after his graduation from Iona University in December of 2022 with a Bachelors of Business Administration in Finance. He is now a full time Client Service Associate with the team. He works with the group’s homeowners associations to ensure care of their accounts. At Iona, he maintained Deans Honors list status while taking extra classes to graduate early and start working.

Michael holds the SIE, Series 7, and Series 66 designations. During his free time in Eastchester, Michael enjoys playing golf, going out to eat, and watching the New York Rangers.

Tom joined the Lenox Group as a Financial Planning Associate August of 2021, after graduating from Michigan State University. He is an important part of our team, spearheading our financial planning process where he works primarily with clients to help create custom financial plans that help provide them with a blue print for a successful financial future. Tom is fully registered, passing his SIE, Series 7, Series 66 exams, Tom is also a CERTIFIED FINANCIAL PLANNER™.*

Tom lives in Hoboken NJ, enjoys playing golf, and watching his favorite teams the Giants, the Devils, and the MSU Spartans. Feel free to reach out to Tom with any questions about the financial planning process, or how financial planning can best help you. He is always ready and willing to help.

*This role cannot solicit or provide investment advice

Kimberly Williams began her career at a Morgan Stanley* predecessor company in 2007. Her training began as a Client Service Associate in a corporate stock plan group in Garden City, NY where she obtained her Series 7 & 63 security licenses.

Kim joined the Lenox Group at Morgan Stanley in 2011 as a Senior Registered Client Service Associate, assisting Phil Gullo, an original Lenox Group partner. Prior to Morgan Stanley, Kim worked as a Sales Assistant at Vanderbilt Securities on Long Island.

Bill joined a Morgan Stanley* predecessor firm in June 2007 and has been with The Lenox Group since June of 2010. Bill serves a key role in ensuring the team's goal of consistent, excellent client service.

A graduate of the City University of New York - Queens College, with a Bachelor of Arts in Business, Bill holds the Series 7 and 63 securities registrations.

Anthony has extensive experience in assisting clients since being licensed in the year 2000, in different facets of Financial Services. Before joining Morgan Stanley in 2018 he has helped clients with administering their Corporate Stock Plans accounts, Fixed Income Investing, Active Trading and Wealth Accounts Management.

Anthony joined Morgan Stanley in 2018 as a Senior Registered Associate where he quickly used his experience to assist all of our Lenox Group clients. Anthony is fluent in Italian and conversational Spanish. Anthony currently holds a Series 7 and Series 63 licenses.