Mercedes Paratje
Managing Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor, Portfolio Management Director, Alternative Investments Director
Phone:
(212) 761-6342(212) 761-6342
Morgan Stanley Private Wealth Management
The MDM Group
Our Mission Statement
We provide world-class financial solutions to an elite group of ultra-high-net-worth clientele who span across the globe.
Welcome
Our story begins with a unique global perspective. Our three partners come from three different countries and have all spent their professional lives focused on the needs of international investors. They have developed a deep understanding of the regions in which they work, and have built extensive professional networks. Having worked closely together for over 25 years, they combine their talents to provide comprehensive wealth management services to an elite multinational clientele.
Our clients are financially sophisticated people with complicated financial needs. Adding our own insights and perspectives to Morgan Stanley's vast global resources, our goal is to help our clients address the complex, multidimensional challenges of managing significant wealth. We understand the unique needs of highly affluent international clients, and are well-prepared to help them craft highly customized strategies to protect the wealth they have created and support the lifestyles they enjoy.
We look forward to learning more about you and your family, and to discussing how we can help you address your challenges and reach your goals.
Awards & Recognition
The MDM Group is honored to have received recognition from both Forbes and Barron's for demonstrating our strong commitment to helping our clients achieve their financial goals. Recognition from these esteemed publications would not have been, nor would continue to be possible without the hard work of our team and the relationships we built with our wonderful clientele, who have entrusted us over the years and will continue to inspire us for many more to come.
2022 & 2023 | Barron's Top 100 Private Wealth Management Teams
(Formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded 2022, 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2023, 2024 & 2025 | Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
Mercedes Paratje | 2022, 2023 2024 & 2025 | Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by Shook Research LLC based on based on 12-month time period concluding in Sep. of the year prior to the issuance of the award.
Mercedes Paratje | 2021, 2024 & 2025 | Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded 2021, 2024, 2025) Data compiled by Shook Research LLC based on based on 12-month time period concluding in Sep. of the year prior to the issuance of the award.
Mercedes Paratje | 2023, 2024 & 2025 | Forbes Best-In-State Women Wealth Advisors
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sep. of the year prior to the issuance of the award.
David Lew | 2022, 2023, 2024 & 2025 | Forbes Best-In-State Wealth Advisor
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025) Data compiled by Shook Research LLC based on based on 12-month time period concluding in Apr. of the year prior to the issuance of the award.
Miguel Bacal | 2023, 2024 & 2025 | Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by Shook Research LLC based on based on 12-month time period concluding in Apr. of the year prior to the issuance of the award.
Guy Magen | 2022 & 2023 | Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023) Data compiled by Shook Research LLC based on based on 12-month time period concluding in Apr. of the year prior to the issuance of the award.
Everardo Vidaurri | 2023 & 2024 | Forbes Top Next-Gen Wealth Advisor
Source: Forbes.com (Awarded 2023, 2024) Data compiled by Shook Research LLC based on 12-month time period concluding in Aug. of the year prior to the issuance of the award. SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
Everardo Vidaurri | 2023 & 2024 | Forbes Top Nex-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded 2023, 2024) Data compiled by Shook Research LLC based on 12-month time period concluding in Aug. of the year prior to the issuance of the award. SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
Capabilities
- Open-Architecture Platform
- Investment Management
- Manager Selection
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Hedging Strategies
- Proprietary Investment Opportunities
- Philanthropy Management
- Risk Management
- Family Governance & Wealth Education
- Asset AllocationFootnote1
- Cash Management & LendingFootnote2
- Securities Based LendingFootnote3
- 10b5-(1) Programs
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Our Philosophy
Our approach to wealth management is driven by your needs. We take the time to understand what you are trying to accomplish, what you have to work with and what obstacles stand in your way. Then we create customized solutions designed to help achieve your objectives. In order to deliver on a solutions-oriented approach to wealth management, we believe you need to have more than a single solution at your disposal.
Drawing on our diverse backgrounds as institutional investors, we can explore derivatives solutions or FX strategies, create proprietary portfolios or provide access to carefully vetted long-only and alternative managers on Morgan Stanley’s vast open architecture platform. Supplementing our own experience and regional knowledge, we can call upon the extraordinary intellectual capital of our firm and our professional networks. We can call in experts on tax, trust and estate planning, philanthropy management, family dynamics, wealth education and a broad variety of other wealth management services.
Drawing on our diverse backgrounds as institutional investors, we can explore derivatives solutions or FX strategies, create proprietary portfolios or provide access to carefully vetted long-only and alternative managers on Morgan Stanley’s vast open architecture platform. Supplementing our own experience and regional knowledge, we can call upon the extraordinary intellectual capital of our firm and our professional networks. We can call in experts on tax, trust and estate planning, philanthropy management, family dynamics, wealth education and a broad variety of other wealth management services.
Our Clients
We serve a global clientele of approximately 100 highly accomplished individuals and institutions, helping them manage over $5.5 billion* in assets. Virtually all of our clients make their homes, and lead substantial enterprises, outside the United States. They are intelligent people with complex financial needs that often require sophisticated solutions. Our role is to coalesce all of the insight, resources and expertise needed to create and implement those solutions. Serving as their dedicated advisors in the United States, we work to help our clients address their most complex financial challenges, protect the wealth that they have created and, ultimately, achieve success on their own terms.
Relationships by Region:
North America
Caribbean/Latin America
Europe
Middle East
Relationships by Industry:
Entrepreneurs
Senior Executives
Family Offices & Foundations
Financial Institutions
*as of September 2024
Relationships by Region:
North America
Caribbean/Latin America
Europe
Middle East
Relationships by Industry:
Entrepreneurs
Senior Executives
Family Offices & Foundations
Financial Institutions
*as of September 2024
Corporate & Individual Solutions
Comprehensive Wealth Planning for Founders and Executives
Strategic Analysis
• Your team can call on firm specialists to help you evaluate various exit strategies to determine which can help meet your personal goals and your aspirations for the ongoing business after your departure.
Resource Selection
• We can connect you with a Morgan Stanley investment banker or third-party affiliate based on factors such as transaction size and type, likely purchasers, your industry and geographic focus
Income Tax Planning
• Working closely with your outside tax and legal advisors, we can help you evaluate the impact of exit opportunities on your income taxes so that you can plan ahead and take advantage of strategies to reduce your tax liability.
Estate Planning
• Through the estate planning process, we can help you update your will and other foundational documents to reflect your new success. Whether addressing issues of succession, inheritance or creditor protection, we can help you develop gifting and other strategies before the sale that may help reduce taxes on some or all of the proceeds—as well as on future appreciation of assets.
Team of Specialist to Simplify Complexity
• Our team can help you identify the specialized skills required to address your needs and objectives and assemble a team to focus on your goals. Drawn from the global resources of Morgan Stanley and in coordination with your outside advisors, your team is likely to include specialists in risk management, customized liquidity strategies and income and estate taxation.
• Your team can call on firm specialists to help you evaluate various exit strategies to determine which can help meet your personal goals and your aspirations for the ongoing business after your departure.
Resource Selection
• We can connect you with a Morgan Stanley investment banker or third-party affiliate based on factors such as transaction size and type, likely purchasers, your industry and geographic focus
Income Tax Planning
• Working closely with your outside tax and legal advisors, we can help you evaluate the impact of exit opportunities on your income taxes so that you can plan ahead and take advantage of strategies to reduce your tax liability.
Estate Planning
• Through the estate planning process, we can help you update your will and other foundational documents to reflect your new success. Whether addressing issues of succession, inheritance or creditor protection, we can help you develop gifting and other strategies before the sale that may help reduce taxes on some or all of the proceeds—as well as on future appreciation of assets.
Team of Specialist to Simplify Complexity
• Our team can help you identify the specialized skills required to address your needs and objectives and assemble a team to focus on your goals. Drawn from the global resources of Morgan Stanley and in coordination with your outside advisors, your team is likely to include specialists in risk management, customized liquidity strategies and income and estate taxation.
Location
1585 Broadway
22nd Floor
New York, NY 10036
US
200 South Biscayne Blvd
Floor 15, Suite 1500
Miami, FL 33131
US
Direct:
(305) 533-5351(305) 533-5351
Meet The MDM Group
David Lew
Managing Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor, Alternative Investments Director
Phone:
(212) 761-6343(212) 761-6343
Miguel Bacal
Managing Director, Private Wealth Management, Private Wealth Advisor, International Client Advisor, Portfolio Management Director, Alternative Investments Director
Phone:
(305) 533-5321(305) 533-5321
Guy Magen
Senior Vice President, Private Wealth Advisor, International Client Advisor, Alternative Investments Director
Phone:
(212) 761-1777(212) 761-1777
Everardo Vidaurri, CFA, CFP®
Senior Vice President, Financial Advisor, Workplace Advisor - Equity Compensation, Alternative Investments Director, Family Wealth Director
Phone:
(305) 533-5351(305) 533-5351
Aaron Cohen
Private Wealth Management Advisor Associate, PWM Analyst
Phone:
(212) 761-6362(212) 761-6362
Victoria Oliveira
Private Wealth Management Analyst, PWM Analyst
Phone:
(212) 761-0074(212) 761-0074
Nicole Szomstein
Private Wealth Management Associate
Phone:
(212) 761-9967(212) 761-9967
Maribel Acosta
Private Wealth Management Associate
Phone:
(305) 533-5492(305) 533-5492
Jordan Weinstein
Private Wealth Management Analyst, PWM Analyst
Phone:
(212) 761-3688(212) 761-3688
Elizabeth R. Loughlin
Private Wealth Management Associate
Phone:
(212) 761-3947(212) 761-3947
Andres Bacal
Private Wealth Management Associate
Phone:
(305) 533-5312(305) 533-5312
About Mercedes Paratje
Mercedes Paratje is a Managing Director, Private Wealth Advisor, International Client Advisor, and a Portfolio Management Director for the MDM Group at Morgan Stanley. Drawing on over 30 years of experience as an investment professional, Mercedes Paratje advises a global clientele of ultra-high net worth families and select institutions on their investment portfolios. Dedicated to helping her clients address their most complex financial issues, she works to develop and implement highly customized solutions across all asset classes.
Mercedes earned an undergraduate degree in telecommunications engineering from the Polytechnic University of Barcelona and holds an MBA in finance and a M.A. in labor & industrial relations from the University of Illinois at Urbana-Champaign. Prior to her financial career, Mercedes spent five years working as an engineer for Phillip Electronics. She then launched her finance career with JPMorgan Chase’s Private Bank Investment Management group, where she helped manage global balanced portfolios. She later transitioned to Citibank, where she served as the head of Equity Advisory Service and an advisor to ultra-high net worth families from Latin America, Canada, and Asia Pacific. After Citibank, Mercedes served as the global head of Investment Advisory at Barclays Bank, where she was responsible for investment advisers in New York, London, Geneva, Monaco, Hong Kong, and Singapore. Her teams consisted of product specialists who developed sophisticated investment solutions for Barclays Private Bank clients around the world. She was also responsible for creating the Private Bank’s FX, derivatives, and structured notes platform.
Since arriving at Morgan Stanley, Mercedes has been recognized by major financial publications as one of the top advisors in the country. Internally, she is a member of the Chairman's Club, an elite group composed of the Firm’s top Financial Advisors. Thanks to her experiences across the globe, Mercedes is fluent in Spanish, Italian, French and Catalan.
Mercedes is a member of the Economics Club of New York. Additionally, she is a board member of the Catalonia America Council. In her spare time, Mercedes enjoys yoga and wine tasting. She is also an opera and classical music fan.
Mercedes earned an undergraduate degree in telecommunications engineering from the Polytechnic University of Barcelona and holds an MBA in finance and a M.A. in labor & industrial relations from the University of Illinois at Urbana-Champaign. Prior to her financial career, Mercedes spent five years working as an engineer for Phillip Electronics. She then launched her finance career with JPMorgan Chase’s Private Bank Investment Management group, where she helped manage global balanced portfolios. She later transitioned to Citibank, where she served as the head of Equity Advisory Service and an advisor to ultra-high net worth families from Latin America, Canada, and Asia Pacific. After Citibank, Mercedes served as the global head of Investment Advisory at Barclays Bank, where she was responsible for investment advisers in New York, London, Geneva, Monaco, Hong Kong, and Singapore. Her teams consisted of product specialists who developed sophisticated investment solutions for Barclays Private Bank clients around the world. She was also responsible for creating the Private Bank’s FX, derivatives, and structured notes platform.
Since arriving at Morgan Stanley, Mercedes has been recognized by major financial publications as one of the top advisors in the country. Internally, she is a member of the Chairman's Club, an elite group composed of the Firm’s top Financial Advisors. Thanks to her experiences across the globe, Mercedes is fluent in Spanish, Italian, French and Catalan.
Mercedes is a member of the Economics Club of New York. Additionally, she is a board member of the Catalonia America Council. In her spare time, Mercedes enjoys yoga and wine tasting. She is also an opera and classical music fan.
Securities Agent: AZ, WY, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NJ, NH, NE, ND, NC, MT, MO, MI, MD, MA, LA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1293918
NMLS#: 1293918
About David Lew
David Lew is a Managing Director, Private Wealth Advisor, International Client Advisor, and Alternative Investments Director for the MDM Group at Morgan Stanley. David focuses on developing complex investment solutions across asset classes to address the specific needs and goals of his clients.
David graduated with a bachelor’s degree biology, with minors in mathematics and economics, from New York University and went on to earn an MBA in finance from Fordham University. He started his banking career in 1985 at Citibank, where he worked for 14 years across several investment product groups including precious metals trading, FX trading, and OTC derivatives structuring and sales. While at Citibank’s Private Bank, he became a senior investment counselor for clients from Mexico, Brazil, EMEA, Canada and Asia/Pacific. After Citibank, David transitioned to Barclays Bank, where he focused on the needs of sophisticated individual investors based in Latin America, the Caribbean and Canada. He was instrumental in the development of the private bank’s FX, derivatives, and structured notes. David joined Morgan Stanley in 2002, where he has since provided highly customized investment advice to ultra-high net worth clients and their single & multi-family offices across firm business verticals, as well as a select group of small financial institutions. His primary geographic coverage is in the U.S., Canada, and the Caribbean. He speaks conversational Cantonese.
A native New Yorker, David is a member of the firm’s Chairman’s Club, as well as the Economics Club of New York. Additionally, he serves as trustee and treasurer for the U.S. Asia Institute.
David graduated with a bachelor’s degree biology, with minors in mathematics and economics, from New York University and went on to earn an MBA in finance from Fordham University. He started his banking career in 1985 at Citibank, where he worked for 14 years across several investment product groups including precious metals trading, FX trading, and OTC derivatives structuring and sales. While at Citibank’s Private Bank, he became a senior investment counselor for clients from Mexico, Brazil, EMEA, Canada and Asia/Pacific. After Citibank, David transitioned to Barclays Bank, where he focused on the needs of sophisticated individual investors based in Latin America, the Caribbean and Canada. He was instrumental in the development of the private bank’s FX, derivatives, and structured notes. David joined Morgan Stanley in 2002, where he has since provided highly customized investment advice to ultra-high net worth clients and their single & multi-family offices across firm business verticals, as well as a select group of small financial institutions. His primary geographic coverage is in the U.S., Canada, and the Caribbean. He speaks conversational Cantonese.
A native New Yorker, David is a member of the firm’s Chairman’s Club, as well as the Economics Club of New York. Additionally, he serves as trustee and treasurer for the U.S. Asia Institute.
Securities Agent: SC, VT, TX, WY, RI, VI, LA, MT, OK, ND, MI, NE, OH, NC, TN, OR, NH, NY, PA, PR, VA, MD, SD, UT, NV, WI, MO, HI, CT, DC, GA, DE, WA, FL, CO, IL, CA, NJ, AZ, MA, KY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1451602
NMLS#: 1451602
About Miguel Bacal
Miguel “Micky” Bacal is a Managing Director for the MDM Group at Morgan Stanley. Micky works with high net worth families across Latin America, specifically in Panama, Colombia and Central America.
Upon graduating from Universidad Catolica Andres Bello in Venezuela, Micky went on to earn his MBA from the William E. Simon School at the University of Rochester. Micky launched his professional career with Banco Central de Venezuela, where he traded precious metals and foreign currencies. He then accepted a position with Citibank as an equity analyst and portfolio manager for some of the institution’s largest Private Bank clients. Several years later, he joined Barclays Private Bank as a product specialist, where he helped develop the asset allocation, derivatives and structured notes platforms for the firm’s Private Bank. After being promoted to a senior investment advisor at Barclays, he ultimately joined Morgan Stanley and more specifically, the MDM Group. Since joining the firm, Miguel has become a member of an exclusive group of financial advisors, the Chairman's Club. Micky is fluent in both Spanish and Hebrew.
Micky lives in the greater Miami area with his wife and three children. Outside the office, he enjoys skiing, biking and partaking in various adventure sports.
Upon graduating from Universidad Catolica Andres Bello in Venezuela, Micky went on to earn his MBA from the William E. Simon School at the University of Rochester. Micky launched his professional career with Banco Central de Venezuela, where he traded precious metals and foreign currencies. He then accepted a position with Citibank as an equity analyst and portfolio manager for some of the institution’s largest Private Bank clients. Several years later, he joined Barclays Private Bank as a product specialist, where he helped develop the asset allocation, derivatives and structured notes platforms for the firm’s Private Bank. After being promoted to a senior investment advisor at Barclays, he ultimately joined Morgan Stanley and more specifically, the MDM Group. Since joining the firm, Miguel has become a member of an exclusive group of financial advisors, the Chairman's Club. Micky is fluent in both Spanish and Hebrew.
Micky lives in the greater Miami area with his wife and three children. Outside the office, he enjoys skiing, biking and partaking in various adventure sports.
Securities Agent: NH, CA, CO, CT, DC, DE, FL, AZ, GA, HI, IL, KY, LA, MA, MD, MI, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285124
NMLS#: 1285124
About Guy Magen
Guy Magen is a Senior Vice President, Financial Advisor, International Client Advisor, and Private Wealth Advisor for the MDM Group at Morgan Stanley. His focus is on the development of relationships with entrepreneurs, founders, and VC’s based both in Israel and the US.
Guy is a graduate of Baruch College’s Zicklin School of Business, where he earned a bachelor’s degree in Finance and English. Guy began his career at Morgan Stanley in 2010, where he supported the PWM’s fixed income trading desk. Guy later directly serviced PWM clients. While working with clients and advisors, he focused on portfolio analysis, trading, and client servicing needs.
In his current role as a Private Wealth Advisor, he provides personalized financial guidance tailored to the unique goals and complexities of high-net-worth individuals and families. His approach integrates investment management, tax-efficient strategies, estate and legacy planning. Guy's goal is to focus on building long-term relationships founded on trust, discretion, and a commitment to delivering thoughtful, customized solutions aligned with clients evolving life and financial aspirations.
Guy resides in Bergen County NJ with his wife and two boys. On his spare time Guy likes playing tennis, and spending time with his family.
Born in Israel and raised in Tel-Aviv, Guy moved to the U.S. after serving three years in the IDF.
Guy is a graduate of Baruch College’s Zicklin School of Business, where he earned a bachelor’s degree in Finance and English. Guy began his career at Morgan Stanley in 2010, where he supported the PWM’s fixed income trading desk. Guy later directly serviced PWM clients. While working with clients and advisors, he focused on portfolio analysis, trading, and client servicing needs.
In his current role as a Private Wealth Advisor, he provides personalized financial guidance tailored to the unique goals and complexities of high-net-worth individuals and families. His approach integrates investment management, tax-efficient strategies, estate and legacy planning. Guy's goal is to focus on building long-term relationships founded on trust, discretion, and a commitment to delivering thoughtful, customized solutions aligned with clients evolving life and financial aspirations.
Guy resides in Bergen County NJ with his wife and two boys. On his spare time Guy likes playing tennis, and spending time with his family.
Born in Israel and raised in Tel-Aviv, Guy moved to the U.S. after serving three years in the IDF.
Securities Agent: AZ, WI, WA, VT, VI, VA, UT, TX, SD, SC, RI, PA, OR, OK, OH, NY, NV, NJ, NH, NE, ND, NC, MT, MO, MI, MD, MA, LA, PR, KY, IL, HI, TN, GA, FL, DE, DC, CT, CO, CA, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2042363
NMLS#: 2042363
About Everardo Vidaurri
Everardo “Ever” Vidaurri is Senior Vice President and a Family Wealth Director for the MDM Group at Morgan Stanley. Among his many responsibilities, he primarily focuses on working closely with US and international ultra high net worth families and the next generation of investors on financial and estate planning, portfolio management, lending and derivatives/hedging strategies. He also serves institutional clients (Venture capital funds, Hedge funds and Insurance Companies) with execution of block trades, distributions in kind, and custody of public shares.
Upon graduating from the University of North Carolina Chapel Hill in 2013 with a degree in Business Administration, Ever joined the MDM Group as an analyst: 7 years later, he became a partner at the group. Ever holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, and he holds insurance and annuity licenses in FL, NY and NJ. He is fluent in Spanish and is learning conversational Hebrew.
Ever has been named a top next gen advisor in the state of Florida in 2023 and 2024 by Forbes.
In addition to his professional responsibilities, Ever provides pro-bono financial planning and advice to veterans and their families with the Coordinated Assistance Network and enjoys spending his weekends with his wife Luisa, and his two sons, Ever Jr and Fernando.
2023, 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 2023,2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Upon graduating from the University of North Carolina Chapel Hill in 2013 with a degree in Business Administration, Ever joined the MDM Group as an analyst: 7 years later, he became a partner at the group. Ever holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, and he holds insurance and annuity licenses in FL, NY and NJ. He is fluent in Spanish and is learning conversational Hebrew.
Ever has been named a top next gen advisor in the state of Florida in 2023 and 2024 by Forbes.
In addition to his professional responsibilities, Ever provides pro-bono financial planning and advice to veterans and their families with the Coordinated Assistance Network and enjoys spending his weekends with his wife Luisa, and his two sons, Ever Jr and Fernando.
2023, 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 2023,2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: WY, WA, VT, VI, UT, TX, TN, SC, RI, PR, PA, OR, OK, OH, NY, NV, NJ, NH, NE, ND, NC, MT, MO, MI, MD, MA, LA, KY, IL, HI, GA, FL, DE, SD, DC, CT, CO, VA, CA, WI, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1988165
NMLS#: 1988165
About Aaron Cohen
Aaron Cohen is a Private Wealth Advisor Associate for the MDM Group at Morgan Stanley. He specializes in providing support to high-net-worth individuals and families in both the US and Israel. Since joining the team as an analyst in August 2019, he has provided a range of private wealth management services, including financial planning, portfolio trading, and manager due diligence. He also has extensive experience working with the team’s institutional clients, assisting in the development and execution of tailored liquidity strategies for venture capital funds and large public and private corporations.
Aaron graduated from Babson College with a Bachelor’s degree in Business Administration and Entrepreneurship, concentrating in Finance. Before embarking on his financial career, Aaron served as a combat soldier in the Israeli Defense Forces' Golani Brigade. He attributes this experience as a key factor in his ability to cultivate unique relationships with his clients.
Aaron was born and raised on the Upper East Side and currently resides in the East Village. He holds the Series 7 and 66 licenses.
Aaron graduated from Babson College with a Bachelor’s degree in Business Administration and Entrepreneurship, concentrating in Finance. Before embarking on his financial career, Aaron served as a combat soldier in the Israeli Defense Forces' Golani Brigade. He attributes this experience as a key factor in his ability to cultivate unique relationships with his clients.
Aaron was born and raised on the Upper East Side and currently resides in the East Village. He holds the Series 7 and 66 licenses.
About Victoria Oliveira
Victoria Oliveira is a PWM Wealth Management Associate for the MDM Group at Morgan Stanley. She primarily focuses on providing our clients with first-class service by assisting them with their day-to-day operational and administrative needs.
Victoria graduated from Ramapo College with a bachelor’s degree in Finance in January of 2020. She joined the MDM Group in November 2021 as a Client Service Associate. Victoria has completed her Series 7 and 66 licenses.
She currently resides in Manhattan. In her free time, she enjoys spending quality time with family and friends. Aside from that, she is also fond of staying active through activities such as running and hiking. Victoria has completed 2 full marathons and hopes to compete in more soon.
Victoria graduated from Ramapo College with a bachelor’s degree in Finance in January of 2020. She joined the MDM Group in November 2021 as a Client Service Associate. Victoria has completed her Series 7 and 66 licenses.
She currently resides in Manhattan. In her free time, she enjoys spending quality time with family and friends. Aside from that, she is also fond of staying active through activities such as running and hiking. Victoria has completed 2 full marathons and hopes to compete in more soon.
About Nicole Szomstein
Nicole Szomstein is a PWM Registered Associate for the MDM Group at Morgan Stanley. She is charged with administrative tasks, client account opening & onboarding, and Reg D operations.
Nicole graduated with Magna Cum Laude recognition from Northeastern University with a bachelor’s in Political Science and Business Administration with a concentration in Finance, and a minor in Global Social Entrepreneurship. While in college, Nicole interned for a real estate firm in Madrid as a REIT intern, as well as Brown Brother Harriman in Boston as a securities lending intern. She credits her study abroad experience in India - where she focused on social entrepreneurship and sustainable development (specifically microfinance) – for sparking her interest in the wealth management field. Nicole is fluent in Spanish.
A native of Miami, Nicole’s hobbies include dancing (both personally and teaching), running, spinning, skiing, and traveling. In addition to volunteering at her local Jewish community center, she spends time at low income public schools and serves as a dance instructor.
Nicole graduated with Magna Cum Laude recognition from Northeastern University with a bachelor’s in Political Science and Business Administration with a concentration in Finance, and a minor in Global Social Entrepreneurship. While in college, Nicole interned for a real estate firm in Madrid as a REIT intern, as well as Brown Brother Harriman in Boston as a securities lending intern. She credits her study abroad experience in India - where she focused on social entrepreneurship and sustainable development (specifically microfinance) – for sparking her interest in the wealth management field. Nicole is fluent in Spanish.
A native of Miami, Nicole’s hobbies include dancing (both personally and teaching), running, spinning, skiing, and traveling. In addition to volunteering at her local Jewish community center, she spends time at low income public schools and serves as a dance instructor.
About Maribel Acosta
Maribel Acosta is a Client Service Associate for the MDM Group at Morgan Stanley. She is responsible for providing operational support for all the advisors & their clients.
A 21-year veteran of the financial services industry, Maribel began her professional career with Merrill Lynch. After 10 years, she moved to Morgan Stanley, where she has held several positions over the last 11 years. She ultimately transitioned to the MDM Group in April 2021 after a successful stint within the firm’s Private Wealth Management Operations. Maribel is fluent in Spanish.
Originally from New Jersey, Maribel has three children and three grandchildren: she has dedicated most of her free time to her grandkids, whom she loves spending time with.
A 21-year veteran of the financial services industry, Maribel began her professional career with Merrill Lynch. After 10 years, she moved to Morgan Stanley, where she has held several positions over the last 11 years. She ultimately transitioned to the MDM Group in April 2021 after a successful stint within the firm’s Private Wealth Management Operations. Maribel is fluent in Spanish.
Originally from New Jersey, Maribel has three children and three grandchildren: she has dedicated most of her free time to her grandkids, whom she loves spending time with.
About Jordan Weinstein
Jordan Weinstein is a Client Service Associate for the MDM Group at Morgan Stanley. He is tasked with handling administrative and operational responsibilities.
Jordan is a May 2022 graduate of the University of Miami, where he received his bachelor’s degree in strategic communication and minor in Economics. While in school, he interned at a wealth management team in Fort Lauderdale, FL affiliated with Wells Fargo Advisors Financial Network. Shortly upon graduating, Jordan joined Morgan Stanley and more specifically, the MDM Group.
A native of Miami, Jordan currently lives in Manhattan. His hobbies include playing basketball, snowboarding, and spending time outdoors.
Jordan is a May 2022 graduate of the University of Miami, where he received his bachelor’s degree in strategic communication and minor in Economics. While in school, he interned at a wealth management team in Fort Lauderdale, FL affiliated with Wells Fargo Advisors Financial Network. Shortly upon graduating, Jordan joined Morgan Stanley and more specifically, the MDM Group.
A native of Miami, Jordan currently lives in Manhattan. His hobbies include playing basketball, snowboarding, and spending time outdoors.
About Elizabeth R. Loughlin
Ellie Loughlin is a Client Service Associate for the MDM Group at Morgan Stanley. She is responsible for administrative tasks, including client account onboarding, cash movements and alternative investment support.
Ellie graduated Summa Cum Laude from Fordham University in 2023 with a degree in finance and a concentration in value investing. While in college, Ellie interned for Brookfield Asset Management, where she worked on debt real estate funds, and at Raymond James Equity Research, where she covered consumer retail companies. After spending a year in equity research post-graduation, she joined the MDM group at Morgan Stanley.
Currently residing in Manhattan, Ellie enjoys spending her free time with friends and family, running, and playing basketball.
Ellie graduated Summa Cum Laude from Fordham University in 2023 with a degree in finance and a concentration in value investing. While in college, Ellie interned for Brookfield Asset Management, where she worked on debt real estate funds, and at Raymond James Equity Research, where she covered consumer retail companies. After spending a year in equity research post-graduation, she joined the MDM group at Morgan Stanley.
Currently residing in Manhattan, Ellie enjoys spending her free time with friends and family, running, and playing basketball.
About Andres Bacal
Andres Bacal is a Client Service Associate for the MDM Group at Morgan Stanley. Andres is responsible for providing exceptional operational support for every advisor and client.
Andres graduated from Indiana University’s Kelley School of Business in May 2023, where he received a degree in Finance and Business Administration. During his time at Indiana, Andres completed several internships, including working with the MDM Group in the Summer of 2022.
Born in New York, Andres currently lives in Miami Florida. Andres loves to play golf and basketball during his free time, as well as take ski trips with friends and family.
Andres graduated from Indiana University’s Kelley School of Business in May 2023, where he received a degree in Finance and Business Administration. During his time at Indiana, Andres completed several internships, including working with the MDM Group in the Summer of 2022.
Born in New York, Andres currently lives in Miami Florida. Andres loves to play golf and basketball during his free time, as well as take ski trips with friends and family.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
