The Magellan Group

Richard Zinman is a Managing Director for The Magellan Group at Morgan Stanley. Richard leads the team and oversees their asset allocation models, manager search & selection process, performance measurement, tax, trust & estate planning strategies, risk management, alternative investment knowledge and philanthropic advisory services.

After receiving his Bachelor of Arts degree in political science from Duke University, Richard began his professional career in 1983 with Dean Witter Reynolds. He went on to work for other institutions such as Citi Smith Barney and Credit Suisse, where he served various roles as a Managing Director and Relationship Manager, as well as the heads of Campus Recruitment and Practice Management for the firm’s North American Private Banking division. More specifically, he 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. Since transitioning to Morgan Stanley, Richard has been recognized by several financial publications for his work as an advisor. In his time with the firm, he’s been recognized by Barron’s, Forbes, and the Financial Times as a top advisor not just in New York state, but in the country. Richard is most proud of The Magellan Group’s recognition by Barron’s as one of the nation's top 50 Wealth Management teams in 2025 and by Forbes as a Top Wealth Management Team for 2024.

Outside the office, Richard is active in many organizations. He is the Vice-President of the Katonah Museum of Art, where he also serves on the Executive Committee and Chairs the Development Committee. Additionally, Richard serves on the Bedford Playhouse board, where he is on the executive committee and chairs both the finance and development committees. Richard is also on the Advisory Council of the Caramoor Center for Music and the Arts. In his spare time, he enjoys playing golf, collecting and drinking fine wines, and reading historical fiction. Richard currently resides in Westchester County, NY. He and his wife have three adult daughters.


2025 Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024. https://www.morganstanley.com/disclosures/awards-disclosure/

2024 Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2024) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24. https://www.morganstanley.com/disclosures/awards-disclosure/

Griffin McQuilling is an Executive Director with The Magellan Group within Morgan Stanley, where he leads team strategy, helping to align the group’s efforts and resources towards delivering optimal outcomes for clients. In addition, he is responsible for developing and managing the team’s new business development initiatives, building awareness of the team’s and firm’s capabilities, and managing relationships with both current and prospective clients. In these roles, he acts as a key liaison between clients, the team, and the broader Morgan Stanley network. Prior to focusing on overall strategy and business development, Griffin specialized in asset allocation with a particular emphasis on alternative investments, helping clients optimize their portfolios through innovative partnerships with best-in-breed asset managers.

Griffin began his career in the financial services industry with Credit Suisse’s Private Banking Division before joining Morgan Stanley Private Wealth Management in 2015. Over the years, he has built a strong reputation for his expertise in portfolio construction and client relationship management, earning recognition as one of Forbes’ Top Next-Gen Wealth Advisors for four consecutive years (2021–2024). His deep understanding of wealth management and his ability to provide tailored solutions have been central to his success and the growth of the team’s client base.

A native of Garden City, New York, Griffin attended Wake Forest University, where he earned a degree in finance and global trade and commerce. During his time there, he gained valuable experience working within the university’s $1.4 billion endowment office, sparking his interest in investment management. Griffin has also gone on to earn his MBA in Asset Management from Yale School of Management. Outside of his professional work, Griffin is an active mentor with Student Sponsor Partners, a nonprofit organization that supports at-risk students in New York City. He is also an avid golfer, participates in a handful of amateur tournaments each year, and enjoys traveling and reading in his spare time. Griffin currently resides in New York City.


2021-2024 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 2021-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. https://www.morganstanley.com/disclosures/awards-disclosure.html

Joseph is a private wealth strategist with 18 years of experience in the financial services industry – having begun his career just prior to The Great Recession. As a member of the Magellan Group for 16 years, he leads team efforts in financial planning, asset allocation, and investment selection, providing tailored strategies for individuals, families, and small business owners. With particular expertise in estate and retirement planning, risk management, and portfolio construction, he develops customized solutions aligned with clientele’s unique financial goals while staying informed on industry trends and best practices.

Joseph holds a Master of Business Administration from The University of North Carolina at Chapel Hill (Kenan-Flagler Business School) – in addition to a Master and Bachelor of Arts from LIU Post. He has also earned the CERTIFIED FINANCIAL PLANNER (CFP^®) designation, demonstrating his commitment to the highest standards of financial planning.

Beyond his professional work, Joseph is actively involved in volunteer service. His most recent experience includes serving as a Volunteer Member of the CFP^® Board Disciplinary and Ethics Commission and as a Volunteer Finance Committee Member for the Black Rock Yacht Club in Bridgeport, CT.

Outside of his career and volunteer work, Joseph enjoys spending time with his family and pursuing his passions for skiing, sailing, and scuba diving. He is also an avid reader with a continuous drive for learning.

A member of the group since 2017, Matthew leads the team’s efforts around financial and estate planning strategies. He draws upon his quantitative and analytics background to work with clients on efficiency in portfolio construction and integrating portfolios within broader goals around wealth transfer and philanthropic planning. He creates customized models aimed at determining the best structure for the balance sheet to reduce frictional costs of income and estate taxes, as well as how to most efficiently achieve portfolio return targets on a risk-adjusted basis. Matthew also co-leads the team’s manager selection efforts across private alternatives both for broadly distributed funds on the Morgan Stanley platform and more specialized strategies sourced directly by the Magellan Group.

Prior to Morgan Stanley, Matthew worked as a client coverage analyst focusing on macro research at Oak Hill Advisors, a distressed and high yield alternative asset manager. Matthew previously worked at the JPMorgan Private Bank in a group that developed analytics around estate planning, retirement planning and corporate executive compensation.

Originally from upstate New York, Matthew attended Wake Forest University where he studied Mathematical Business and Economics. He graduated Summa Cum Laude and was inducted into Phi Beta Kappa. Matthew is a Certified Exit Planning Advisor (CEPA) and member of the Exit Planning Institute which helps family business owners prepare and structure around future liquidity events.

In his free time, Matthew is an avid golfer, competing in regional and national amateur events and was featured in the February 2024 edition of Golf Digest. Matthew is involved with the N.J. Caddy Scholarship Foundation and in 2022 was nominated for the USGA’s Bobby Jones Service Award for his work in extending the program to clubs throughout New Jersey. He resides in Verona, New Jersey with his wife, Heather, and son, Christopher.

John Moreno is an Executive Director for The Magellan Group at Morgan Stanley. His primary focus is on the integration of wealth transfer strategies with long-term asset allocation implementation. He advises an accomplished clientele of serial entrepreneurs, executives, concentrated shareholders of public companies, and wealthy families who have experienced a significant liquidity event from the monetization of a business or asset. He also brings experience and focus on the risk management of concentrated asset exposure.

John graduated from Wesleyan University with a Bachelor of Arts degree in American studies. He also received his Master of Business Administration degree from Columbia Business School in 2010. He began his career at Citigroup’s Salomon Smith Barney, working as an analyst on Richard Zinman’s team. John led 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.

Since joining Morgan Stanley, John was recognized by Forbes in 2017 as one of America’s Top Next-Gen Wealth Advisors. Sits on Morgan Stanley’s Prospect Management & Client Coverage Advisory Council and carries the Alternative Investments Director designation which recognizes significant users of Alternative Investments across the Morgan Stanley Wealth Management franchise.

Forbes Top 500 Next Generation Wealth Advisors. Source: Forbes.com (Awarded Jul 2017). Data compiled by SHOOK Research LLC based on time period from 3/31/16 - 3/31/17.

James joined The Mitchell Group in 2013, where he has leveraged Morgan Stanley’s scale and industry leading resources to address the complex needs of founders, single family offices, C-suite executives, athletes and entertainers. As the team’s Co-CIO, James evaluates family portfolios and develops investment recommendations that align with client goals. He also conducts analysis on third-party managers using the Firm’s proprietary manager research database and performs additional due diligence through direct meetings with portfolio managers. In addition to managing multi-asset client portfolios, James provides leadership and coordination on strategic business planning and development.

James graduated from Villanova University’s School of Business in 2011 with a major in Finance. When out of the office, James enjoys reading up on global capital markets, staying active and traveling, rooting for Villanova Basketball, and spending time on the North Fork of Long Island.

Securities Agent: VA, TN, PA, AR, UT, OK, NC, DC, AZ, WV, NY, NH, GA, MN, FL, WA, MD, CO, DE, NV, NJ, MO, MA, CT, CA, TX, OR, IL; General Securities Representative; Investment Advisor Representative

Sabrina Clark is a First Vice President for the Magellan Group at Morgan Stanley. She joined the team as a Group Director in 2022 bringing over ten years of experience in the financial services industry. She is responsible for fostering communication between the partners and the staff and providing exceptional client service.

Sabrina started her career at UBS Wealth Management in Stamford, CT participating in their Bench Program to become a licensed supervisor. After five years with UBS, she joined Morgan Stanley as a Complex Risk Officer in the PWM NY Office working alongside the Magellan team for several years. She most recently worked in National Risk covering the Global Sports and Entertainment Segment where she helped create a control framework and supervision plan for the clientele in this space.

Originally from Connecticut, Sabrina attended the University of Connecticut graduating with a degree in Biological Sciences. She then went on to receive her MBA from Sacred Heart University in Fairfield, CT. Sabrina is an active volunteer with the NY Junior League, focusing her efforts on the underserved communities in NYC. She also enjoys traveling all over the world, golfing and spending time with her family and friends.

Olivia Wall is a Private Wealth Management Analyst for the Magellan Group at Morgan Stanley. She holds her FINRA Series 7 and Series 66 licenses and focuses on client operations and portfolio analytics. Prior to joining the team in 2022, she served as a corps member for Teach for America in Fort Worth, Texas, where she taught fourth grade.

Originally from New York City, Olivia attended Trinity School on the Upper West Side. She then went on to Duke University, where she graduated magna cum laude, majoring in Public Policy. Olivia holds three citizenships (American, Irish, and Swedish), and speaks four languages. In her free time, she enjoys traveling and spending time with family and friends.

Carolina Ramirez serves as a Client Service Associate for the Magellan Group at Morgan Stanley. She joined the team in 2023 after earning her degree in Public Relations, Art History, and Entrepreneurship from the University of North Carolina at Chapel Hill. During her studies, Carolina gained extensive knowledge and experience, which she applied in roles at Christie's Auction House and Fitch Ratings. She holds her FINRA Series 7 and Series 66 licenses and is responsible for managing accounts, coordinating communications, and ensuring a seamless client experience and relationship.

A native of New York City, Carolina attended The Convent of the Sacred Heart on the Upper East Side. Now back in the city, she is eager to pursue her passions for fine art, cooking, travel, and live music. Carolina's enthusiasm for travel is enriched by her dual citizenship (USA and Brazilian) and her fluency in three languages.

Riley Gallagher is a Client Service Associate for the Magellan Group at Morgan Stanley. She recently graduated from Wake Forest University in May 2023 with a degree in Finance from the Farrell School of Business and a minor in English.

Originally from Long Island, New York, Riley joined the team in June 2023 after interning during the prior summer. In her free time, she enjoys skiing, hiking, reading, and playing tennis. Her most memorable hike thus far was summiting the Mount Fitz Roy base in Patagonia, Argentina.

Henry Berck is a Client Service Associate for the Magellan Group at Morgan Stanley. Prior to joining the team in 2024, Henry spent 2 years working for a wealth management team at Hightower Advisors, where he managed accounts for ultra-high net worth and institutional clients. He holds his FINRA Series 7 and 66 licenses.

Originally from Chappaqua, New York, Henry graduated from Wake Forest University in 2021 with a degree in Economics and a minor in Chinese. Outside of Morgan Stanley, Henry serves as an Ambassador for First Generation Investors, a non-profit organization that aims to teach high school students the importance of financial literacy.

Taylor Magliarditi is a Client Service Associate for the Magellan Group at Morgan Stanley. Prior to joining the team, she served as the Administrative Director of Bais Yaakov Bnos Aliya Montessori School in the Upper West Side.

Originally from Nevada, Taylor graduated from UCLA in May 2022, majoring in Psychology. She was a varsity soccer player for UCLA. Taylor is conversational in Spanish. In her free time she enjoys painting, cooking, and Premier League soccer.

Sajid Aziz is a Client Service Associate for the Magellan Group at Morgan Stanley. He graduated from Wesleyan University in May 2025 with a degree in Economics and a minor in Engineering.

Sajid joined the team in June 2025 after interning the prior summer. Originally from Long Island, New York, Sajid now lives in Manhattan. He enjoys spending his time outdoors playing golf, soccer, and fishing.

Isabella Brown is a Team Associate for the Magellan Group at Morgan Stanley. She spent two years in the Morgan Stanley Wealth Management Rotational Analyst Program, joining the Magellan group in January 2025. She holds her FINRA Series 7, Series 63 and Series 65 licenses.

Originally from Lake Forest, Illinois, Isabella graduated from the A.B. Freeman School of Business at Tulane University with a degree in Finance and Marketing with a minor in Spanish. She enjoys running, scuba diving, travelling and cooking.

Jessica Silverstein is a Client Service Associate for the Magellan Group at Morgan Stanley. She graduated magna cum laude from the University of Southern California’s Marshall School of Business, where she earned her degree in Business Administration with a minor in Communication Technology. Prior to working with the Magellan Group, Jessica gained experience at both Morgan Stanley and Fidelity Investments. She holds her FINRA Series 7 and Series 66 licenses and is responsible for managing client relationships, coordinating communications, and ensuring a seamless and high-quality client experience.

Originally from Old Westbury on Long Island, Jessica is excited to continue building her career in New York City. Outside of work, she enjoys fashion, wellness, travel, and exploring the city’s food and culture.