Our Story and Services

About Us
In 2012, the Matterhorn Group was formed at Morgan Stanley, to bring together the talents of 2 experienced financial professionals, Eve Ellis of Morgan Stanley and Nikolay Djibankov, then of Goldman Sachs. Both were passionate about financial plans as a tool for identifying and supporting client goals, and preserving and growing client wealth.

Today, Matterhorn is best known for development and execution of sophisticated plans to help meet client financial and moral objectives, and for its pioneering approach to Impact and Gender-Lens investments.
Services Include
  • Wealth Consulting
  • Wealth Management1
  • Alternative Investments2
  • Asset Management3
  • Estate Planning Strategies4
  • Lending Products
  • LGBT Planning Services
  • Philanthropic Services
  • Professional Portfolio Management5
  • Sustainable Investing6
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
It All Begins With Your Wealth Plan
  • DISCOVER
    We take an in-depth inventory of your assets, special situations, prospects and objectives.

    CREATE
    We develop wealth-sustaining solutions to help you achieve your goals.

    ACT
    We help you implement the strategies we agree upon.

    ADJUST
    Achieving your goals requires vigilance and flexibility. We monitor your progress and make adjustments to deal with changing circumstances, markets, tax laws and priorities.

Wealth Planning

Impact and Gender-Lens Investing with the Matterhorn Group

There is no need to sacrifice financial returns when you align your investments with your values.

The Matterhorn Group partners are pioneers on sustainable and gender-lends investing.

For more information about the Matterhorn's Group's Proprietary Portfolios:

PRESS

Location

1290 Ave Of Americas, 12th
12th Fl
New York, NY 10104
US
Direct:
(212) 692-2388(212) 692-2388
Toll Free:
(800) 627-0608(800) 627-0608

Meet The Matterhorn Group

About Me

Eve Ellis is a founding partner and principal of The Matterhorn Group at Morgan Stanley, with more than 17 years in the industry. A Yale graduate, Eve holds many professional designations as well: Certified Financial Planner™, Certified Investment Manager Analyst®, Accredited Investment Fiduciary, Chartered Advisor in Philanthropy. She is a member of the Forum for Sustainable and Responsible Investment (US SIF).

In 2018, Eve was the recipient of The Women’s Bond Club of New York’s Betty Cook Award which recognizes a recipient for exceptional dedication to the advancement of women. (see link below.) She is a prominent spokesperson on gender-lens investing and has often appeared or been cited in news media such as the Wall Street Journal, The New York Times Financial Times, Globe & Mail, Huffington Post, Bloomberg TV, Barron’s, The Washington Post, and CNBC.com. Eve serves on the board of the Ms. Foundation for Women.

A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011.

 
https://blogs.thomsonreuters.com/answerson/fighting-for-womens-equality-and-corporate-diversity-the-2018-betty-cook-award-honoree/
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NY, PA, TX, VA, WV; General Securities Representative; Managed Futures
NMLS#: 1396944

About Me

Nikolay is a senior partner of The Matterhorn Group at Morgan Stanley, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses and nonprofit institutions.  Matterhorn is well-known for its commitment to aligning their clients’ investments to their values.

Nikolay is passionate about mobilizing the power of the markets to address challenges, attain sustainability and achieve financial goals. He co-manages two actively-managed investment mandates for investors seeking both financial and social returns: The Parity Portfolio Strategy, a gender lens strategy, and The Diversity & Inclusion Strategy, a portfolio that analyzes 24 metrics related to diversity issues.

A native of Bulgaria, Nikolay graduated from Université Paris VIII Vincennes in Paris, France with a Maîtrise en sciences économiques and from Baruch College in New York City with an MBA in Accountancy.

Nikolay is one of very few wealth advisors who is also a Chartered Financial Analyst® (CFA®), and Certified Public Accountant (CPA) not in public practice.  He is a member of the New York Society of Security Analysts (NYSSA), the CFA® Institute, and the American Institute of Certified Public Accountants (AICPA), and 2020 Women on Boards.
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NY, PA, TX, VA, WV; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1310703

About Me

Emmanuel St. Arromand was born in Port-au-Prince, Haiti and he was immigrated to the United States in 1982 with his mother and his younger brother. His father wanted to give his family an opportunity to strive for the American dream through education and economic prosperity. He says he learned from an early age that through hard work we can achieve our dreams.

Manny joined Morgan Stanley 21 years ago. He is a graduate of SUNY Utica/Rome with a Bachelor Degree in Electro-Mechanical Engineering. Manny currently holds FINRA Series 6, 63 & 7 licenses and is licensed in the State of New York as a Life, Health & Annuity Agent.

He resides in Orange County, New York along with his wife Emilia, daughters Faith,18, and Grace, 9. Manny is a passionate sports fan and his favorite teams are the NY Knicks, NY Mets & NY Giants.

About Me

Maria enhances the client experience by providing exceptional client service. She is a proud graduate of The College of New Jersey, B.S. Business Administration; Concentration in Management and
is Series 7 and 66 licensed. She is originally from Costa Rica, is fluent in Spanish and enjoys traveling. She is also an animal lover and vegetarian. Maria currently resides in Westfield, NJ.
From Our Team

The Diversity & Inclusion Portfolio


Investment and Market Perspectives

On the Markets

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
The 2019 Wanderlust List

The 2019 Wanderlust List

The world awaits your next adventure. Start here.

More from Morgan Stanley

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
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.
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
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
Ready to start a conversation? Contact The Matterhorn Group today.
Market Information Delayed 20 Minutes
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.

1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


CRC 2019752 10/2018