The Mahoney Team

Scott received his first education in wealth management from the passenger seat of a 1976 Econoline van. Starting from the age of 9 until he began his advisory career, Scott worked with his dad and witnessed firsthand the challenges and sacrifices small business owners face in order to grow a business and provide for their families.

As a Private Wealth Advisor and Founder of The Mahoney Team, Scott evolved those lessons learned with his father into his own unique framework of Wealth Management:

• Creating a personalized strategy to help grow and enhance wealth
• Striving for protection against wealth erosion
• Systematically transferring wealth in a smart and effective manner
• Using wealth to impact family and community

Many entrepreneurs and small business owners have a significant amount of their total wealth embedded in their businesses. Scott’s success has been built by helping these clients make the transition into a more liquid wealth profile by:

• Providing a method to unlock wealth created in private companies at different stages of their lifecycles
• Offering stewardship during the transition process and working closely with their accountants and estate planning attorneys
• Managing their newly created liquid wealth
• Providing access to unique investment opportunities

Over the past three decades, Scott has focused on and built his team around issues that impact executives and private business owners, women who are in control of their wealth, and private market investors.

He has published several white papers exploring topics important to entrepreneurs such as business ownership structures, business exit strategies, and enterprise value-enhancement methods. His commentary has also been featured in various media outlets including print publications like Worth Magazine and Business Owner Magazine, and live interviews on FOX Business.

Within his community Scott is involved with the Hudson Farm Foundation and he serves on the board at Birth Haven. Scott is a graduate of Rutgers University and lives in New Jersey with his wife Pamela and their three daughters.

Brian Norton joined the Mahoney Team in January 2024. During his 18-year financial services career, Brian gained exposure to various facets of the financial industry. Prior to joining the Mahoney Team, Brian spent four years on the Private Wealth Management Risk Team at Morgan Stanley’s Headquarters where he was a participating member on the Risk council. He now sits on the firms’ PWM COO council and is the only member who has served on both the Risk and COO council. Before his tenure at Morgan Stanley, Brian worked at UBS’s flag ship office in NYC, leading the Risk team and later went onto the Capital Markets Equity Trading Desk.

Brian grew up in Livingston, NJ and graduated from Fairleigh Dickinson University where he played second base for the varsity baseball team. Brian currently resides in Mahwah with his two daughters Keira and Ava. Outside of the office, Brian enjoys coaching his daughters’ soccer and t-ball teams, and spending time at the Jersey shore in the summer.

Brian Costa is the Chief of Staff who joined the Mahoney Team in July of 2019. He brings with him software consulting experience, having helped deliver solutions to improve the operational efficiencies of process manufacturing companies.

Brian works with team members to provide clients a tailored financial solution that meets their unique investment needs, particularly focusing on the alternative investment space. He also assists with the team’s marketing operations.

Brian graduated with a degree in economics from Princeton University. Outside of work, Brian enjoys playing soccer, as well as spending time with his family, friends, and goldendoodle.

Dorothea is responsible for the operations management of the Greater New York team. Through a combination of marketing methods, client-management skills, and market and product knowledge, Dorothea partners with team members to address the specific needs and service issues of our clients. She meets regularly with team members to assure we are delivering world class customer service to our clients. A securities licensed representative, Dorothea has been in the financial services industry since 1982.

Beverly has been employed by Morgan Stanley for over 30 years. In 1990, she began her career as a Sales Assistant, who focused on client relations and account servicing. Within two years, she was promoted to the Branch Manager’s Assistant, where she worked one-on-one with the Branch Manager for the next 12 years of her career. In 2004, Beverly decided to change positions and became a Client Service Associate.

She currently serves as the Senior Client Service Associate for The Mahoney Team. Beverly’s experience, wide array of knowledge and ability to multi-task has made her a great fit. Her main job functions include: advanced operations, customer relations, account servicing, research and marketing campaigns. She assures that clients’ needs are met in a timely and efficient manner.

Beverly lives in Metuchen, New Jersey with her daughter, Domonique, and their rescued Tabby cats, Ridley and Scout.

Drawing on over 10 years of service experience with the team and over 20 years in the financial services industry, Stephanie is responsible for all on-going client service and administration tasks. This includes account opening, wires, deliveries and team operations management. Stephanie graduated from Iona College with a B.A. in Business Administration.

A recent addition to The Mahoney Team, Marc’s career in the financial services industry began in 2003. He worked for UBS Financial Services in various roles prior to relocating to Los Angeles in 2010, where he worked at a boutique investment bank as a compliance officer. He later joined Morgan Stanley in their Beverly Hills office as a Complex Risk Officer. He also served as an Administrative Manager for Merrill Lynch in their Greater Houston Complex.

Marc spent several years launching and growing an e-commerce startup prior to handing the reins to his wife and rejoining Morgan Stanley in 2022. He brings with him broad experience in the areas of compliance, risk management and operations.

He is a graduate of Rutgers University, where he received a Bachelor’s Degree in Economics.

Marc lives with his wife and two sons in Mendham, NJ.

Jessica joined The Mahoney Team in the 2023, bringing with her 20+ years of extensive and diversified experience in the financial services industry. She began her career at UBS after graduating Bucknell University with a Bachelor’s Degree in Economics. She was successful in several roles at UBS including municipal research, institutional municipal sales and institutional equity sales. Jessica was able to parlay her extensive institutional client and product understanding and experience to provide for private client needs at a local Registered Investment Advisor and now as part the Mahoney Team at Morgan Stanley.

Jessica lives with her husband and two young daughters in Convent Station, New Jersey.

Oliver Kearns joined the Mahoney Team in the Summer of 2022 as an intern and returned to the group full time upon his graduation from Notre Dame. While pursuing his studies, Oliver participated in the Notre Dame Venture Capital Club, in which he conducted diligence and invested University endowment funds in venture backed startup companies. He also supported his local South Bend community by tutoring underprivileged youth Spanish-speaking students.

Oliver is currently a Client Service Associate and supports the team’s many functions.

Oliver graduated from the University of Notre Dame with a degree in the Program of Liberal Studies and Business Economics, with a concentration in Finance. He currently resides in Manhattan and enjoys kitesurfing, skiing, and boating.