Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Capabilities
  • Open-Architecture Platform
  • Comprehensive Wealth Planning
  • Hedging Strategies
  • Family Governance & Wealth Education
  • Investment Management
  • Manager Selection
  • Philanthropy Management
  • Consolidated Reporting
  • 10b5-(1) Programs
  • Pre-Liquidity Planning
  • Proprietary Investment Opportunities
  • Risk Management
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

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.

Global Franchise

Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
  • Morgan Stanley Wealth Management
  • Institutional Securities Group
  • Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
  • $2.4tn in client assets under management1
  • Morgan Stanley reported revenues of $11.9Bn1
  • More than 55,000 global employees1
  • Global footprint includes 1,200 offices in 31 countries on six continents1
  • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
  • $206Bn in liquidity reserve1
  • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations
  • Richard Zinman
    Barron's "Best New York Financial Advisors" (2010-2011, 2018)

    Barron's "Top 100 Financial Advisors" (2004-2008)
  • Anthony Dertouzos
    Forbes' Best-In-State Wealth Advisors (2018)

    Barron's "Best New York Financial Advisors" (2010-2015, 2018)

    Barron's "Top 100 Financial Advisors" (2012-2013)

    On Wall Street's "Top Advisors under 40" (2007)

    Morgan Stanley's Chairman's Club (2017, 2018)
  • John Moreno
    America's Next Generation Wealth Advisors (2017)

Location

1585 Broadway
21st Fl
New York, NY 10036
US
Direct:
(212) 761-8588(212) 761-8588

Meet The Magellan Group

About Me

Richard S. Zinman leads the Magellan Group within Morgan Stanley Private Wealth Management. His primary responsibilities are to oversee the team’s asset allocation models, manager search and selection process, performance measurement, tax, trust and estate planning strategies, risk management, alternative investment knowledge and philanthropic advisory services.
 
Prior to joining Morgan Stanley, Richard was a managing director in Wealth Management with Credit Suisse, where in addition to his role as a relationship manager, he also served as head of both Campus Recruiting and Practice Management for Private Banking North America. Richard led efforts to develop the Private Bank’s investments in human capital, focusing on training Advisors in practice management, new business development, and deepening client relationships. He joined Credit Suisse in 2008 from Citi Smith Barney. Richard began his career on Wall Street in 1983 with Dean Witter Reynolds. Richard he been named amongst Barron’s Top 100 Financial Advisors in 2006-2008 and as Barron’s Top 100 Financial Advisors in NY in 2010-2011. Richard was most recently named amongst Barron’s Top 1,200 Financial Advisors for 2018, ranking #20 in New York State.

Richard holds a Bachelor of Arts degree in political science from Duke University. He is active in many organizations. He is co-chair of the board of Wave Hill New York Public Garden and Cultural Center and an executive committee board member of Caramoor Center for Music and the Arts, where he chairs the development committee. In addition, Richard serves on the Council of Conservators of the New York Public Library, where he co-chairs the Educational Committee, the Advisor Board of the Guggenheim Museum and the Advisory Board of Duke Performances the performing Arts Organization at Duke University. In his spare time, he enjoys cycling, collecting and drinking fine wines, and reading historical fiction. Richard lives in New York City and Bedford, New York. He and his wife have three adult daughters.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1460494

About Me

Anthony A. Dertouzos advises an elite clientele of affluent individual investors, families, and concentrated shareholders of public and private businesses. Anthony’s primary focus is on restricted stock, hedging and monetization strategies, and wealth transfer analysis resulting from mergers, acquisitions, and private liquidity events. His investment regimen is rooted in strategic investment policy development, asset allocation and implementation.

Anthony began his career in Private Client Services at Banc of America Securities in 1998, where he joined Richard Zinman and his team as an Associate Partner. In 2001, the group moved its practice to Citigroup’s Salomon Smith Barney, where Anthony became a leading partner and managing director. After seven years at Citigroup, Anthony transitioned with the team to the Private Banking North America business at Credit Suisse, where they remained until 2015. Anthony has been recognized in several Wall Street publications, including being named one of Barron’s Top 100 Financial Advisors in NY for 2012-2013, and 2018, and in the nation for 2014-2015. In 2007, he was listed 6th in On Wall Street’s annual ranking of “Top Advisors under 40.”  He was most recently named to Forbes’ 2018 Best-In-State Wealth Advisor List.

Anthony received a Bachelor of Science degree in economics from the University of Massachusetts at Amherst and a Master of Business Administration from New York University’s Stern School of Business. Anthony lives in Oakland, New Jersey with his three children.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1482738

About Me

John Moreno advises an accomplished clientele of serial entrepreneurs, executives and concentrated shareholders of public companies and wealthy families, who have experienced a significant liquidity event from the monetization of a business or asset. John’s primary focus is on the integration of wealth transfer strategies with long-term asset allocation implementation. He also brings experience and focus on the risk management of concentrated asset exposure. Over the years, John has developed a robust clientele of energy executives, entrepreneurs and energy PE-sponsors and also spearheads the team’s strategic relationship with key members of the energy investment banking franchise.

John began his career in wealth management at Citigroup’s Salomon Smith Barney, working as an analyst on Richard Zinman and Anthony Dertouzos’ team. John quarterbacked the team’s alternative investment due diligence efforts, working closely with Citi Alternative Investments to cultivate knowledge of existing and pipeline Alternative Investment opportunities. After only a year, John entered the Citigroup advisor training program, where he ranked first in his class with respect to assets under management and revenue. In 2008, John moved with the team to Credit Suisse, where they remained until joining Morgan Stanley in 2015. John was recognized in 2017 as one of America’s Top Next-Gen Wealth Advisors in Forbes Magazine.  

John is a graduate of The Hotchkiss School and attended Wesleyan University, where he graduated with a Bachelor of Arts degree in American studies. John holds a Master of Business Administration from Columbia Business School, where he graduated in 2010. John is also very active in Alumni development for Hotchkiss. He has endowed the John D. Moreno ’00 Scholarship with the sole purpose to provide financial aid for students attending the school.

John lives in New York City with his wife Libby and daughter Poppy.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1489611

About Me

Griffin McQuilling joined Morgan Stanley Private Wealth Management in 2015, after transitioning with the team from Credit Suisse’s Private Banking Division.  Griffin’s primary focus is new business development, building awareness around the team’s capabilities and maintaining relationships with current and prospective clients.

Prior to being promoted to Private Wealth Advisor Associate, Griffin supported the team’s alternative investments business, and assisted with asset allocation, portfolio construction, and day-to-day operations.  Before joining Credit Suisse, Griffin worked at Blue Alternative Asset Management, a fund of hedge funds in New York City, where he was responsible for managerial due diligence and ongoing performance monitoring. 

Griffin was born and raised in Garden City, New York, and attended Chaminade High School on Long Island. He then went on to Wake Forest University, where he studied both finance and global trade and commerce in the undergraduate School of Business. During his time there, Griffin had the opportunity to work in Wake Forest’s $1.4 billion endowment office, engaging closely with the CIO and investment team. 

Griffin resides in New York City and is an active mentor with Student Sponsor Partners, a NYC based nonprofit focused on giving at-risk students an opportunity to receive a non-public high school education. He is an avid golfer and continues to play competitively at the amateur level. In his free time, he also enjoys traveling and reading.

NMLS: 1685002
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1685002

About Me

A member of the team since 2004, Carolyn's primary role is relationship management and team administration. She is also a main point of contact for client inquiries, and operational support.

She began her financial services career in 2000, joining Citigroup's Salomon Smith Barney as a sales assistant. In 2008, Carolyn left Citi with fellow team members to join the Private Banking North America business within Credit Suisse and remained there until joining Morgan Stanley in 2015. Carolyn attended St. Johns University, graduating cum laude in 2001 with a degree in criminal justice.

Carolyn lives with her husband and children in Long Island, New York. In her free time, she enjoys hiking and reading.

About Me

As a member of The Magellan Group since 2009, Joseph focuses primarily on constructing tailored investment portfolios for clients and prospects. This responsibility involves screening and selecting portfolio investments -including structured products, mutual funds, exchange-traded funds, separately managed accounts, and alternative investments. As a CERTIFIED FINANCIAL PLANNER™ (CFP") professional, Joseph is qualified to assist clients in reaching their financial goals -incorporating this background in unison with his portfolio analysis responsibilities.

Joseph began his wealth management career in 2007 at Credit Suisse and departed with The Magellan Group in 2015 to Morgan Stanley. He received a Master of Business Administration degree -with a concentration in management consulting -from The University of North Carolina at Chapel Hill (Kenan-Flagler Business School). Additionally, Joseph holds a Master of Arts degree in political science from Long Island University -where he also attended for undergraduate studies and graduated magna cum laude with a Bachelor of Arts degree in political science.

Born and raised on Long Island, Joseph currently resides in Riverside, Connecticut -with his wife and three children. In his spare time, Joseph enjoys traveling and scuba diving.

About Me

A member of the team since 2015, Amani Ahmed provides a broad range of services to clients related to investment research, trading, and business operations. More specifically, Amani supports the team's alternative investment vetting and implementation process.

Amani is from Brooklyn, New York. She graduated from Amherst College with a Bachelor of Arts degree in Political Science and Asian Languages and Civilizations. While at Amherst, Amani served as Chair of the Advisory committee to the Students Affairs Office and led the Model United Nations team as President.

In 2011, Amani graduated from Fullbridge at Harvard University, an intensive program designed to prepare professionals for the business and finance world. Soon after, she worked for Quincy Apparel, an e-commerce fashion start-up, working closely with the CEO to develop the Quincy brand, and with the COO to produce financial analysis for the company.

Amani serves on the Executive Board of her class as Reunion Chair and is a member of the Amherst Association of New York. In her spare time, Amani enjoys traveling, reading and watching foreign films.

About Me

A member of the team since August 2017, Matthew supports the advisors in a variety of roles. Prior to joining the team, Matthew worked as a client coverage analyst focusing on macro research at Oak Hill Advisors, a distressed and high yield alternative asset manager. Prior to Oak Hill Advisors, Matthew worked at the JPMorgan Private Bank in a group that provided analytics around estate planning, retirement planning and corporate executive compensation

Matthew grew up in Albany, New York and attended high school at The Albany Academy. He went on to attend Wake Forest University where he received a Bachelor of Science degree in Mathematical Business with a minor in Economics. Matthew graduated summa cum laude and was inducted into the Phi Beta Kappa honor society. 3Matthew currently resides in New Jersey. He is an avid golfer and also enjoys traveling, cooking and watching sports. 3

About Me

Michael joined the Magellan Group in 2018 and has over ten years of experience in the financial services industry. Michael supports the team in a variety of roles including account management, client reporting, and business operations. He has been with Morgan Stanley since 2013 where he started in operations specializing in Mutual Funds, 529s, and Corporate Actions. 3From 2016 to 2018, he had worked in the Greenwich, Connecticut branch office of Morgan Stanley supporting multiple financial advisors as a Client Service AssociatePreviously, Mike was a Financial Sales and Service Associate with Nationwide Financial for five years where he specialized in Annuities and Mutual Funds products.

Michael is originally from Columbus, Ohio and made his way over to the east coast where he landed in Greenwich, Connecticut in 2016. He now resides in New York City. In his free time he enjoys watching or playing hockey, watching movies, and traveling

About Me

A member of the team since April 2018, Faiez Ahmed provides a broad range of investment services to clients related to investment research, portfolio analytics, and business operations.

Prior to Morgan Stanley, Faiez worked at Alliance Bernstein in Private Wealth Management, serving ultra-high net worth clients. He has also worked at the National Basketball Association, the New York Yankees, Credit Suisse Private Banking, and the Brooklyn Nets.

Faiez is from Brooklyn, New York. He graduated from Cornell University with a Bachelor of Science from the Industrial and Labor Relations School, focusing on Applied Economics & Management. In 2014, Faiez attended The FullBridge Program at Harvard Business School, an internship-focused business education program.

At Cornell, Faiez was a traditional fellow, a member of the Sports Business Society and a member of the Club Baseball team. Faiez is an avid fan of the Brooklyn Nets and New York Yankees, loves traveling, and is interested in the global expansion of sports.

About Me

ollin Beardslee joined the Magellan group in 2018 bringing years of experience in the financial services industry. He is responsible for providing exceptional client service while serving administrative and operational support to the Financial Advisors.

Prior to joining the team, Collin worked with Morgan Stanley's Prospect Management and Client Coverage group. There he protected client relationships by upholding and amending the firm's policies. Additionally, Collin was key in establishing and analyzing new business development initiatives across the firm.

Collin is originally from Long Island, New York. He graduated cum laude from Bryant University where he received a Bachelor of Science degree in Finance and minor in Computer Information Systems. Collin currently resides in the Upper East Side of Manhattan and enjoys snowboarding and sailing.

About Me

Ruhi joined the Magellan Group in 2018 and is focused on client services including administrative, operational, and business-related support functions. Prior to joining Morgan Stanley, Ruhi was enrolled in the full-time Master of Business Administration program at New York University where she pursued concentrations in Entrepreneurship and Innovation as well as General Management.

Ruhi was born and raised in Northern Virginia and completed her undergraduate studies at Penn State University, State College. In her free time she enjoys playing tennis, traveling, and volunteering with different non-profits in Manhattan.
Professional Insights

Anthony Dertouzos Named to Forbes Magazine�€™s List of America�€™s Best-in-State Wealth Advisors


Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

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