The Lenroc Team at Morgan Stanley

Raised west of Rochester, NY, Beth came to Ithaca to attend Cornell University in the fall of 1984. A wide variety of interests motivated Beth to pursue her academics as an independent studies major in the College of Human Ecology, where she could hand-choose the subjects and course-work that both sparked her interest and diversified her educational experience. During her senior year, Beth spent a semester in New York City to experience working in the fashion and design industry. However, it did not take long for Beth to begin craving the pace, space and life-style she had been accustomed to in Upstate New York.

Beth joined Morgan Stanley in 2014 and continues to add to her 25+ year career in personal finance. Presently she is the lead advisor of The Lenroc Team – where she serves as Senior Vice President, Family Wealth Director, Portfolio Management Director, Financial Advisor, and Certified Financial Planner™. In addition, she is the past chair of the CENY Women in Wealth employee group at Morgan Stanley and was a board member of the Regional Diversity and Inclusion Council. Beth is proud of how her mixed-racial background has shaped her financial perspective and understanding of modern investment plans that can help meet her clients’ cultural, financial, and social ambitions.

Beth’s volunteer experiences have included the Tompkins County Public Library Foundation, the Child Development Council, the McGraw House, the Ithaca Montessori School, Cornell’s College of Human Ecology, and President of the Cornell Club of the Ithaca Area (CCIA). She currently is a sustaining member of the President’s Council of Cornell Women (PCCW) at Cornell. Away from her desk, Beth enjoys spending time with her children, AJ and Ally, as well as practicing yoga and the occasional round of golf.

Jeremy graduated from Cornell University in 2005 with a degree in Applied Economics and Management. He was a Dean’s List member and four year varsity letterman on Cornell’s nationally ranked hockey team. Upon graduation, Jeremy continued playing hockey professionally both in the United States and Europe, before returning to Ithaca, where he began his off-ice career helping start-up companies grow their businesses. A life-time interest in capital markets led Jeremy to Morgan Stanley in 2014, where he along with Beth Mahanger, formed the Lenroc Team.

Jeremy lives in Lansing, NY with his wife Billie and three young boys, Dakota, Dyson, and Declan. Away from the office, he is a member of the Cornell Alumni Association of the Ithaca Area, serves on the board of the Suicide Prevention Foundation, is a “Dream Team” member on Ithaca’s Coaches vs. Cancer Committee, and volunteers as a youth hockey coach. In his spare time, Jeremy enjoys working on his home, fishing and spending time at his children’s various activities.

Born and raised in Watkins Glen, Marissa graduated from Corning Community College (State University of New York) where she received an associate’s degree in both Business Administration and Humanities and Social Sciences. Marissa’s love for numbers motivated her to continue her education even further by attending SUNY Brockport to receive a bachelor’s degree in Accounting.

After graduation, Marissa spent the following 18 months close to her alma mater in Rochester, NY working for an independent investment advisory firm. She quickly became both Series 7 and Series 66 licensed and was assigned the role of managing the office.

Ultimately Marissa wanted to be closer to family in Watkins Glen, which led her to Ithaca’s Lenroc Team at Morgan Stanley in August of 2017. Since arriving at Morgan Stanley, Marissa has earned her Financial Planning Specialist designation and become Series 9 and 10 licensed, which gives her the ability to act as a general securities sales supervisor. Marissa’s attention to detail, tireless work ethic and devotion to clients is unmatched. The combination of her background, education and acquired skills made for an easy transition to her role as a Financial Advisor.

Away from the office Marissa enjoys spending time with family and friends, boating and exploring the many attractions and natural landscapes surrounding the Finger lakes. Marissa lives in Montour Falls with her husband Trevor, daughter Myla, and their dogs Beau and Ollie.

An experienced Financial Advisor, Bill Currie has provided advice, guidance and personal service to private clients for more than 30 years with the local office of Morgan Stanley. Bill is a registered investment professional, who has earned further distinctions as a Financial Planning Specialist, Investment Management Consultant and has achieved acceptance in the firm’s Portfolio Management program. He also previously served as the Resident Manager of the local office. Bill strives to establish long-term relationships with clients and is committed to serving the individual needs of each client through a disciplined approach developed over years of experience.

Beth was born in Ithaca, NY, though spent time in North Carolina, Pennsylvania, and Georgia before firmly setting her roots back home. Beth attended Tompkins Cortland Community College, earned a BA in Anthropology from Wells College, holds her AMS Montessori teacher certification, and received her master’s degree in public administration from Binghamton University. She remains passionate about education reform and serves as a volunteer in various capacities related to education and inclusion. Currently, Beth is a member of the Regional Diversity and Inclusion Council for Mogan Stanley.

Beth’s extensive education, community connections, and professional experiences provide her with a unique skillset to assist her in her role as a Client Service Associate. She joined the Lenroc Team in Spring 2023 and supports internal operations as well as day-to-day client needs. Most of all, Beth is focused on bringing world class resources to the Ithaca community and beyond.

Beth lives in the Ithaca area with her two children and in her free time she enjoys outdoor activities and participating in the lively local arts and music scene.

Crista Gee brings 30 years of knowledge and experience to the team. After spending 5 years in the retail business, she joined what was then Shearson Lehman Brothers Holding in 1983, a predecessor firm of Morgan Stanley. As wire operator, she learned all back office operations. She became a sales assistant in 1993. Three years later, she was named Branch Administrator and served in that capacity for four years. Crista obtained her Series 7 and 63 licenses in 2004, and became a Registered Client Service Associate. She has worked with Bill Currie for over 20 years.

Crista and her husband Ed are avid motorcycle enthusiasts. They participate in several charity rides with their friends each year.