Our Philosophy

We believe that managing wealth involves far more than
managing an investment portfolio. It begins with developing a
holistic, comprehensive understanding of who you are and
the financial forces at work in your life.

It means helping you understand and respond effectively to these forces.
And, of course, it means helping you invest your assets in a way that
reflects the realities of your life and the uniqueness of your
long term goals.

As Financial Advisors, we are committed to building a relationship
of trust in which we can work closely with you to help you define your
objectives, explore alternatives and choose the financial and
investment strategies that are most appropriate for you.

As our relationship evolves, we hope you will come to regard
us as a valued resource and professionals who can help you
make a more informed decision on any financial issue.

Our most important goal: to help you achieve your objectives,
providing guidance that helps your wealth do more for
you.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6300(212) 893-6300
Toll Free:
(888) 399-2320(888) 399-2320

Meet The Mariaca Group

Photo of Alberto Mariaca

Alberto Mariaca

Managing Director, Wealth Management, International Client Advisor, Portfolio Manager

Phone:
(212) 893-6372(212) 893-6372
Photo of Hugh Mariaca

Hugh Mariaca

Senior Vice President, Financial Advisor, Family Wealth Advisor, Portfolio Manager

Phone:
(212) 893-6463(212) 893-6463
Photo of Rocio M. Andrade

Rocio M. Andrade

Senior Client Service Associate

Photo of Diany Martinez

Diany Martinez

Wealth Management Associate

Photo of Miguel Fernandez

Miguel Fernandez

Portfolio Management Associate

About Me

Alberto started his wealth management career in 1960 in the Trust Department of Bankers Trust Co. In 1982, he joined Bear Stearns & Co. to form its Latin America Division building a practice to suit the needs of successful Latin American business owners and executives requiring offshore investment advice and estate planning strategies. Alberto’s experience with multi generations of client families allowed us to expand into wealth preservation strategies, generational succession, and other family office type services. In 2008, our group joined City Smith Barney which later became Morgan Stanley Wealth Management.
Securities Agent: AL, CA, CO, CT, DE, FL, IN, KY, MA, NC, NJ, NY, PA, VT; General Securities Representative
NMLS#: 1321590

About Me

After almost 20 years as a successful entrepreneur and independent financial advisor, Hugh joined the group in 1998. Since 2001, Hugh has been a discretionary portfolio manager and wealth advisor focused on wealthy families. As a Family Wealth Advisor, Hugh is one of the 500 financial advisors at Morgan Stanley to complete our Institute for Family Wealth Management professional development program.
This designation identifies him as an advisor who has demonstrated a focused commitment to meeting the needs of our clients and their entire families. Prior to joining Morgan Stanley in 2008, Hugh was an Associate Director and Portfolio Manager at Bear Stearns & Co.
Securities Agent: AL, CA, CO, CT, DE, FL, IN, KY, MA, MN, NC, NJ, NY, PA, VT; General Securities Representative
NMLS#: 1295703

About Me

As a Family Wealth Director, Kristian is a member of an elite group of less than 290 Morgan Stanley advisors certified as specialists capable of meeting the complex needs of the firm’s largest clients. In order to receive this designation, Kristian was required to demonstrate extensive knowledge and experience in a number of areas including estate planning strategies, investments, risk and liquidity.

A member of our group since 1996, Kristian has been a discretionary portfolio manager and wealth advisor focused on international families since 1998. Prior to joining Morgan Stanley in 2008, Kristian was an Associate Director and Portfolio Manager at Bear Stearns & Co.
Securities Agent: AL, CA, CO, CT, DE, FL, IN, KY, MA, NC, NJ, NY, PA, UT, VT; General Securities Representative

About Me

After completing Morgan Stanley’s Financial Advisor Development program, Gonzalo joined our group to leverage his over 18 years of international business development experience in Brazil, Mexico, Argentina, Venezuela, and Bolivia. Prior to joining Morgan Stanley in 2010, Gonzalo worked for Dana Corporation.
Securities Agent: AL, CA, CO, CT, DE, FL, IN, KY, MA, MI, NC, NJ, NY, PA, TX, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1339305

About Me

As the Mariaca Group’s most experienced Senior Associate, Rocio brings over 30 years of experience in meeting the service needs of international clients. She has been a service leader since joining our group at Bear Stearns in 1987 and since transitioning to Morgan Stanley in 2008. Prior to joining the team, she worked with international clients at J Henry Schroder Bank and Barclays Bank.

About Me

Having history with Morgan Stanley dating back to 1997, Diany’s experience working with successful Latin American families includes the role of Sr. Sales Associate within our Private Wealth Management division. She joined the Mariaca Group in 2016 as a Senior Associate. Prior to Morgan Stanley, Diany was Associate for 10 years at JP Morgan with a concentration on Latin America.

About Me

Building on his over 6 years of financial services experience in Miami and working with Latin American focused teams, Miguel joined our group in 2016 as a Senior Registered Associate. Prior to joining Morgan Stanley, Miguel was a Personal Banker at JP Morgan Chase and worked at Royal Bank of Canada, Global Investor Services and Sun Trust Bank.
Securities Agent, Investment Advisor Representative, General Securities Representative; 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; TX; UT; VA; VI; VT; WA; WI; WV; WY

Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
Learn more about The Simple Six-Step Retirement Checkup

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
How to Prepare for Changes this Tax Season

How to Prepare for Changes this Tax Season

April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.
Learn more about How to Prepare for Changes this Tax Season

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.
Learn more about Financial Transition: A Guide for Women

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.
Learn more about 6 Keys to Building a Startup

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
Learn more about A New Roadmap for Mission Alignment

More from Morgan Stanley

Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Ready to start a conversation? Contact The Mariaca Group today.
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