The Maddalena Group at Morgan Stanley

As Managing Director and founding partner of The Maddalena Group, Tony is proud to be a vital member of the firm’s history and its predecessor brands for over 30 years. He has dedicated his entire career to serving the sophisticated needs of institutional, corporate, and private wealth clients.

When forming The Maddalena Group, Tony had the vision to bring together a unique team of financial professionals, combining wealth management experience with institutional expertise. He also had the foresight to establish his Group within Morgan Stanley’s national headquarters, providing immediate access to the firm’s thought leaders and analysts.

These early decisions led Tony to build and grow a prominent team of seasoned wealth management professionals who serve clients domestically and around the world. Today, he continues to bring leadership and strategic vision to marshal the resources within his Group and within Morgan Stanley to ensure every client receives an integrated, customized solution that is designed to achieve each individual’s specific goals.

A lifetime resident of Westchester County, Tony is a graduate of Fordham University, with M.B.A. and B.A. degrees in International Political Economic Development. He has also successfully completed the Senior Account Executive program at the University of Pennsylvania’s Wharton School.

Passionate about the arts, Tony sits on the boards of the Neuberger Museum of Art, Friends of Copland House, and Friends of The Glass House in New Canaan, Connecticut. Additionally, he serves on the Board of Directors for The Westchester County Association and the Italian American forum. Tony also served on Morgan Stanley's Diversity and Inclusion Counsel.

Seth Marcus is an Executive Director, Financial Advisor and Certified Financial Planner^® in the Stamford, CT, office at Morgan Stanley. He has his Series 7, 63, and 65 licenses as well as his life and health insurance licenses. He has more than 25 years of experience in the financial services industry. Prior to joining Morgan Stanley in 2021, Seth worked at Citigroup Global Markets for his entire career.

An avid follower of the financial markets and the economy, Seth serves a wide range of investors, most notably high- and ultra-high-net-worth investors and their families as well as business owners. He helps his clients achieve their myriad goals through prudent investment selection, broad portfolio diversification – both domestically and internationally, and tax-efficient investing. Tax harvesting is one of his key focuses, which enables his clients to help reduce their tax liabilities. He is also keenly adept at helping his clients focus on needs they themselves have yet to consider.

In addition to leveraging the full resources of Morgan Stanley to serve his clients, Seth has access to a cadre of tax and estate planning professionals to offer his clients added value. He is always willing to help his clients with any topic of interest related to their personal financial statements.

Well-read on many topics of interest related to financial services, Seth is a 1990 graduate of The State University of New York at Binghamton, where he earned an undergraduate degree in Business Management and his Masters of Business Administration (MBA).

Born in Westchester County, N.Y., Seth lives with his lovely wife, Terri. They have four adult children. In his spare time, he enjoys traveling and working on his golf game. Seth is a lifelong Baltimore Orioles baseball fan and roots for the Green Bay Packers each fall. When he’s not enjoying his wife’s superb cooking, this self-proclaimed “foodie” watches a full menu of shows on the Food Network.

Donald I. Levy
Senior Vice President – Wealth Management
Family Wealth Director
Senior Portfolio Management Director
Senior Investment Management Consultant
Financial Planning Specialist
Financial Advisor

Donald looks back on his more than 45-year financial services career and takes great pride in the fact that he has helped numerous people live better lives. Clients who spent several productive and enjoyable decades in retirement without fear of outliving their assets, for example. Or families who sought his advice on how to leave a substantial legacy without excessive taxation or worry among heirs.

Donald’s early training as a CPA provided him with insights that have proven valuable to his clients over the years. More recently, he became one of only a relatively few Morgan Stanley Financial Advisors to earn the firm’s Family Wealth Director designation, a credential that further enhances his ability to advise high net worth clients on complex financial issues.

A former CFO at the US affiliate of a multi-national corporation, Donald joined a Morgan Stanley predecessor firm in 1989 and co-founded the former Levy Wealth Management Group with his brother, retired Financial Advisor, Leonard. Until August 2024, Donald ran the team along with his daughter and partner, Financial Advisor, Judith Battaglia. Together they joined The Maddalena Group in September of 2024. Donald spends much of his time managing the investment strategy he created that seeks total return through such income-oriented vehicles as dividend stocks, master limited partnerships and real estate investment trusts. Many of his clients have been able to generate income through this strategy that has enabled them to meet their cash flow needs without liquidating holdings.

Don graduated from Queens College with a BA in Accounting. Outside the office, he served as Chief Financial Officer at his synagogue, Temple Beth El in Chappaqua, NY. In addition, he supports several charitable organizations in which his clients are involved. It is their involvement that gives him confidence that these organizations are well run and performing good works for the communities they serve.

Judy grew up in the financial services industry. For over 16 years, Judy has partnered with her father, Donald Levy, one of the founders of the former Levy Wealth Management Group at Morgan Stanley. In a transformative new chapter starting in September 2024, Judy, Donald and Jacqui Clowry, Portfolio Associate, joined with the Maddalena Group at Morgan Stanley, combining the experience and personalized approach of both teams to deliver even greater value to their clients.

Judy is a Morgan Stanley Senior Portfolio Management Director who co-manages several of the team’s equity portfolios seeking growth and income (total return) through ownership of individual stocks, indexes and income securities encompassing thematic diversification. We provide clients with discretionary investment management that relieves them of day-to-day investment decisions. In addition, Judy is a Certified Financial Planner^®, Chartered Retirement Planning Counselor^® and a Morgan Stanley-credentialed Financial Planning Specialist who plays a key role in all aspects of client’s financial planning.

Prior to following in her father’s footsteps, Judy embarked on her own journey as a nurse, nurse practitioner and later, a clinical liaison between several well-known biotech firms and their physician and nursing clientele. When she finally joined the former Levy Wealth Management Group in 2008, she realized that there were significant parallels between the patient care evaluation and the wealth management process. Both involve assessment, strategy implementation and ongoing evaluation. Through this lens, Judy takes a holistic view of clients’ finances to create strategies that work in concert toward even their most challenging goals of growth and cash flow.

A graduate of The University of Pennsylvania with a BS in Nursing, Judy went on to earn her MS in Nursing with an emphasis on oncology and nursing administration. Judy currently resides in Pleasantville, NY with her husband and two teen-age daughters.

With over 15 years of financial services experience, Alex is a Portfolio Management Director and Executive Financial Services Director for The Maddalena Group. As a Financial Planning Specialist, he helps corporate executives, family offices, and high net worth individuals understand, preserve, and build their wealth, so they may make more informed and confident decisions in achieving their long-term goals. In recognition of his success, Alex was named to Forbes Magazine's 2022 list of Best-In-State Next-Gen Wealth Advisors*.

Prior to joining Morgan Stanley, Alex worked at Bank of America Merrill Lynch in the firm's Institutional Fixed Income division, covering hedge funds, asset managers, and proprietary trading desks. He joined The Maddalena Group for the opportunity to share his institutional knowledge with individuals and families, and to have the opportunity to build more personal relationships with his clients.

Alex earned his B.S. in Commerce from the McIntire School of Commerce at the University of Virginia, concentrating in Finance and Accounting and his M.B.A. from Columbia Business School, majoring in Finance and Real Estate and graduating with Dean's Honors. Throughout his career, Alex has been committed to his own professional knowledge and development, earning the following certifications: Certified Equity Professional (2019), Certified Private Wealth Advisor^® (2018), Certified Investment Management Analyst^® (2017), and CERTIFIED FINANCIAL PLANNER™ (2016).

Originally from Baltimore, Maryland, Alex currently resides with his wife, son, and daughter in Armonk, New York. In his free time, he enjoys playing golf, tennis, and spending time with his family.

*​Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022). Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.

As a Financial Planning Specialist and Financial Advisor at The Maddalena Group, Angela is focused on helping professionals, retirees, and multi-generational families solve their financial challenges.  With an emphasis on financial planning, Angela’s comprehensive approach includes a thorough planning process and a commitment to providing an exceptional client experience.

Angela joined Morgan Stanley in 2012, working in a variety of roles within the firm’s Rotational Analyst Program, including Morgan Stanley’s Mutual Fund and ETF Due Diligence group and the firm’s Client Development Group, which focuses on serving the needs of ultra high net worth clients.  She joined The Maddalena Group in 2014 as a Wealth Advisor Associate.  With the support of her colleagues, Angela soon entered the firm’s Financial Advisor Associate Program.  She proudly graduated from the program in 2016, expanding her knowledge and capabilities to assist her clients in achieving their specific financial objectives.

Growing up in North Salem, Angela earned her B.B.A in Finance and a B.A. in Math, graduating Summa Cum Laude from Iona College’s Honors Program.  

Eric Hill is a Vice President, Financial Advisor and Portfolio Manager for Morgan Stanley in midtown Manhattan. He is also a Certified Financial Planner^®. Eric has more than a decade of experience in financial securities. Prior to joining Morgan Stanley in 2021, he worked as a Financial Advisor with Citibank Personal Wealth Management.

Eric is extremely proficient at building custom, diversified portfolios for a broad range of investors, including high-net-worth individuals, families, executives and business owners. Many of his clients are financial professionals, a testament to his highly regarded reputation in the financial services industry.

While Eric has the experience to help investors with virtually any need, he has a particular focus on helping clients accumulate wealth, working towards ensuring a comfortable retirement and crafting an all-encompassing estate planning strategy. For clients with a concentrated portfolio (most of their assets in one stock), he helps them diversify their holdings to reduce market risk.

Before making any investment for a client, Eric conducts an extensive interview to fully understand the individual’s unique needs. He is an excellent listener and communicator. He encourages his clients to ask questions and gladly provides answers to even the most complex questions in a language any client can easily understand.

From there, Eric combines the global capabilities and vast resources of Morgan Stanley along with his extensive knowledge of the market to construct a portfolio designed to help meet his client’s needs.

Passionate about helping others, Eric devotes most of his business day to closely monitoring the financial markets to find attractive long-term investment opportunities for his clients and providing them with an unparalleled level of service and support. He keeps in touch with clients regularly and typically meets with them quarterly.

Finance has been a part of Eric’s life long before he entered the financial services industry. Even as a youngster he had an interest in the stock market and wound up earning a degree in Finance from Rowan University.

Eric lives with his lovely wife, Ashley, and their two children in Princeton Junction, N.J. In addition to spending time with his family, he enjoys playing golf.

A seasoned wealth management professional for more than three decades, Charles is the Director of Investments and the Chief Portfolio Manager for The Maddalena Group. In this important role, he is responsible for the oversight and management of client assets, seeking to maximize risk-adjusted returns. His disciplined approach includes constructing and presenting detailed wealth analysis plans, as well as the implementation, monitoring, and rebalancing of custom-tailored investment models.Charles began his financial services career in 1984 as the Assistant Controller of the City of Boston, where he managed the citys pension fund. He then joined Avatar Associates in 1988 as Vice Chairman and Head of Security Selection, working alongside Wall Street legend Dr. Martin Zweig, and appearing frequently on CNBC and Bloomberg television and radio to provide market perspectives. Most recently, Charles was the Chief Strategist and Portfolio Manager for Thomas Lloyd Funds. He joined The Maddalena Group in 2009.Charles holds both undergraduate and graduate degrees from Boston University, where he earned a B.S./B.A. in Finance and later earned an M.B.A. in Public Management and Finance. Charles lives with his wife in Greenwich, CT and has twin boys.

With over 10 years of market and investment experience, Jervis joins the Maddalena Group as a Portfolio Management Associate.  Jervis' roles are execution of the groups investment strategies, portfolio analytics, investment research, and support the team in all matters of its investment process. Prior to joining The Maddalena Group, he served as an investment officer at Focused Wealth Management where he helped to develop and manage the teams equity and fixed income strategies. Jervis began his career at BNY Mellon in the exchange-traded-funds group. His responsibilities included variance analysis of portfolios compared to index benchmarks and initializing daily portfolio re-balances. The funds he covered were and continue to be some of the most widely traded ETFs in the marketplace. For his work, he was awarded the BNY Mellon Asset Servicing Outstanding Performance Award. He then joined Vastardis Capital Services in New York City where his focus was in risk management, performance analysis, and implementing hedging strategies for his fund of hedge fund and university endowment clients. His experience spans across multiple investment products including equities, fixed income, futures, options, OTC swaps and foreign currency forwards. Jervis holds his FINRA Series 7, 63, and 65 licenses and also holds the Chartered Financial Analyst (CFA^®) designation. He received his B.A. in Economics from Emory University and is fluent in Mandarin Chinese.  Jervis resides with his wife in Orange County, NY.

Drawing on more than 20 years of financial services experience, Anthony is a Group Director for The Maddalena Group. He is responsible for client service and the overall management of the Groups operations. He enjoys working directly with clients and strives to ensure every client has an excellent service experience.Throughout his career, Anthony has continuously worked hard, growing and learning the ins and outs of the financial industry. Starting in the Purchase and Sales Department at First Albany Corporation in 2000, Anthony worked his way up to Assistant Market Maker, trading institutional order flow. In 2004, he joined UBS Securities as an Assistant Sales Trader on the Broker Dealer Sales Desk. He moved to Global Equity Sales in 2009 for I.A. Englander & Co and became a member of the Morgan Stanley family two years later at the firms Southern Connecticut Complex as a Senior Registered Associate. It is here where he was recognized for customer service and operational procedures.Anthony graduated from Manhattan College with a B.S. degree in Finance and Management and holds his FINRA Series 7, 63, 55, 9 and 10 licenses. A resident of Westchester, NY, Anthony serves as President of the Board of his homeowners association.

As a Senior Registered Associate for The Maddalena Group, Matt is often the first line of contact for clients on a wide array of operational and administrative services. He is always available to assist with updates on existing accounts, requests for funds disbursements, scheduling appointments, and other related tasks. He assists the Groups Financial Advisors in creating performance reports for client appointments and in implementing the decisions made in client meetings.A 2011 graduate of Springfield College with a B.S. degree in Business Management, Matt began his financial services career at Morgan Stanley that same year. He currently holds his FINRA Series 7 and Series 66 securities licenses.Matt currently resides in South Norwalk, Connecticut with his wife, Michele. In his free time he enjoys playing in his summer softball league and hiking.

Hubert joined The Maddalena Group in 2013. As a Registered Client Service Associate, he works closely with the teams Middle Markets Group, providing trade and settlement support to the Groups institutional clients. He is also responsible for providing account servicing support for the Groups wealth management clientele, helping to maintain a thorough understanding of each clients specific priorities and executing their requests efficiently and effectively.A graduate of the University of North Carolina at Chapel Hill with a B.A. degree in Political Science, Hubert holds his FINRA Series 7 and 66 licenses. His favorite activities and hobbies include exploring New York City, attending concerts and sporting events, golfing, and traveling to unfamiliar destinations.He is a member of the Westchester County Associations Young Professionals Group, and currently resides in Manhattan.

Pia joined the team in 2021 after 16 years of working as a Client Service Associate with Seth Marcus and the Marcus Group at Citi Personal Wealth Management.  She has been instrumental in supporting client relationships in her own gracious, professional and courteous way.

She is conversant in four languages, likes opera, football, traveling & pizza.  She has visited 27 current MLB ballparks, 49 of the 50 states and has visited over 500 breweries throughout the world with her husband Irv.

A graduate of the College of the Holy Cross, Colleen has worked for Morgan Stanley for over 5 years. She brings with her a
wealth of knowledge in the client service arena and has a passion for offering the highest level of assistance to the
Maddalena Group. Colleen also has volunteered for many years as a teacher of traditional Irish Dance in the Tri-State
area. Colleen resides in Allendale, NJ, with her husband and two children.