The Main Line Group at Morgan Stanley

As one of the senior partners at the Main Line Group, Mitch helps clients by providing financial planning solutions that give them freedom to pursue their life goals. Since 1987, Mitch has been guiding clients needing sophisticated solutions to complex financial challenges. Mitch and his team respond to client concerns with a deep foundation and expertise in financial services, as noted by Mitch’s designations as a Certified Financial Planner, Certified Investment Management Analyst, Qualified Planner Consultant and Charter Retirement Plan specialist. Mitch and his team also assist with employee financial education, and help employers manage retirement plan benefits. A third generation financial advisor of his family, Mitch understands the needs and concerns of families and Business Owners and the need to protect their legacy by guiding them and their next generation with financial planning strategies.

Outside of the office, Mitch, his wife Isa, and family enjoy skiing in the Colorado Rockies, photography, and giving back to the Jewish Community Family and Children’s Services, which provides social work, financial and psychological assistance to families in need.

The author Linda Ellis writes a powerful poem called “The Dash.” The poem states that everyone’s tombstone reads the date of birth and death with a dash in the middle. She contends that “it matters not how much we own, the cars, the house, the cash, what matters is how we live and love, and how we spend our dash.” Mitch and his team at the Main Line Group are dedicated to ensuring that the “dash” is a life well lived with financial guidance and support.

2012-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (2012-2022) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:

Evaluation periods for all Five Star awards, broken down by market, can be found at https://www.fivestarprofessional.com/wmdisclosures

2012-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:

2012 Award - 03/5/11 - 09/9/11
2013 Award - 03/5/12 - 09/9/12
2014 Award - 03/5/13 - 09/9/13
2015 Award - 03/5/15 - 09/9/15
2016 Award - 03/5/16 - 10/7/16
2017 Award - 01/20/17 - 09/8/17
2018 Award - 02/20/18 - 09/19/18
2019 Award - 02/11/19 - 09/20/19
2020 Award - 02/10/20 - 09/11/20
2021 Award - 01/18/21 - 09/3/21
2022 Award - 2/21/22 - 8/19/22

I joined Morgan Stanley Wealth Management in 2013. My diverse background includes banking, lending, and business ownership.

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve and striving to ensure they have the means to pursue what is important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf. Finally, I work with my clients to adjust their strategies as necessary to accommodate changing conditions and meet unforeseen expenses and income demands.

I graduated from the University of Pennsylvania with a Bachelor of Applied Science Degree in Bioengineering. My wife Betsey and I have three children, Joshua, Hannah, and James.

Serina joined Morgan Stanley in November 2021, after more than two decades of investment experience encompassing various asset classes including equity, fixed income and alternatives, in both the public and private domains. She is a Chartered Investment Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).
As your Financial Advisor, Serina adds value with her analytical and investment skill sets achieved from her credentials and previous professional experience. With that, she serves the needs of her clients’ business and families, to help grow their assets and help them achieve their financial goals, while leveraging the deep resources in industry-leading research, portfolio management, capital market access and other cutting edge technology platforms at Morgan Stanley. She is passionate about helping clients understand and navigate the oftentimes complex investment arena to achieve the financial freedom they work so diligently for.
She graduated from Fudan University in Shanghai with an International Finance Major and the MBA program from Drexel University, Philadelphia. She is fluent in English, Mandarin and Cantonese, with a deep cultural understanding of these communities.

David Betman assists clients with planning, investing and financial decisions. Before joining The Main Line Group in 1998, he was a financial advisor at UBS Financial Services, where he worked with clients in all phases of financial management. Dave received a B.S. in finance from the University of Maryland. He lives in Churchville, Pennsylvania with his wife and two sons. Outside the office, he enjoys spending time with his family and playing softball and golf.

Nerisa, a native of Guyana, South America began her financial career at Police and Fire Federal Credit Union. She spent three years at PFFCU before moving on to JP Morgan & Chase where she served as a Relationship Banker/Small Business Specialist and then transitioned to JP Morgan Private Bank as a Client Service Associate. Nerisa received an Associate in Paralegal Studies for the Community College of Philadelphia ,and his currently working on her finance degree at Purdue University. Nerisa also has her Series 7,6 and 63 licenses and is currently working on completing the Series 66.

Brody Gregory joined Morgan Stanley Wealth Management as Client Service Associate on November 2022. Since then, he has successful become a fully Registered Client Service Associate by passing the Series 7 and Series 66 as well as getting his insurance license by passing the Pennsylvania Life and Health Exam. His responsibilities include onboarding new clients, processing existing client requests, resolving inquiries, handling estate needs, and preparing materials for client meetings. As a licensed associate, Brody can also execute client portfolio rebalancing and individual stock trades.

Prior to his current role at Morgan Stanley, Brody obtained his Bachelor of Science in Financial Planning and Wealth Management with a minor in Professional Selling and Sales Management at the University of Delaware. During his junior and senior year, he had an internship at Bryn Mawr Capital Management (Formerly West Capital Management) in Philadelphia, PA and worked closely with their wealth management advisors and analyst team.

In his free time, he enjoys golfing with friends, staying active by regularly going to the gym, running, and spending quality time with family.