Our Team

With over 100 years of combined industry experience, The Millman Group provides world class advisory services and a full suite of customized strategies that help enable our clients to fulfill their personal and financial goals. Our group advises 75 families, endowments, and retirement plans with assets over $1 Billion in 2018. Ira Millman has been recognized by Barron’s as one of America’s Top Financial Advisors from 2009 to 2014 and by the Financial Times as one of 400 Top Financial Advisors in 2014, 2017, and again in 2018. Ira was also named to Forbes Magazine’s inaugural list of America’s Top Wealth Advisors in 2018. Together, our team of 7 professionals is dedicated to providing exceptional service, expertise, and strategies for our clients that include, but are not limited to, comprehensive financial planning, mortgages and security based loans, gifting and legacy solutions, and insurance and estate planning. With the broad resources, solutions, and intellectual capital of our team and the firm at our disposal, we are well positioned to assist any of the complex financial needs our clients may need for generations to come.
Services Include
  • Alternative Investments1
  • Asset Management2
  • Cash Management3
  • Endowments and Foundations4
  • Estate Planning Strategies5
  • Financial Planning6
  • Institutional Services
  • Lending Products
  • Life Insurance7
  • Philanthropic Services
  • Professional Portfolio Management8
  • Retirement Planning9
  • Sustainable Investing10
  • Wealth Management11
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
  • The Millman Group at Morgan Stanley has a disciplined and rigorous investment process that consists of individually tailored solutions oriented towards our clients’ specific goals and needs that look at both the asset and liability sides of their balance sheet.

    As a senior portfolio director, Ira Millman brings over 25 years of experience in managing discretionary fee-based customized equity, balanced, and fixed income portfolios.

    With over 15yrs experience, Conner McGee provides a unique perspective, having overseen $4 billion of client assets while managing New York Life insurance company’s wealth management investment platform.

    Prior to joining the Millman Group, Noah Ennis worked as a wealth planning specialist for UBS Wealth Management. In this capacity, Noah led financial planning efforts for a NYC based UBS office complex. Noah’s experience in financial planning and modeling is an asset for Millman Group clients.

    Financial Planning is at the core of what we do. The group’s four Certified Financial Planners stress comprehensive wealth management solutions and take into account tax and estate planning considerations.

    We have extensive experience in modeling and structuring investment portfolios in an optimized and tax efficient manner. Our group places a strong emphasis on capital preservation and absolute return philosophy.

    We bring together the vast resources of Morgan Stanley for the benefit of our clients, including a world-class alternative investment and money manager platform and highly competitive lending capabilities. Morgan Stanley’s ongoing due diligence on the managers we recommend is second to none

    We believe in the integrity of open architecture, “Best of Breed,” non-proprietary manager selection.
  • Preservation and accumulation of wealth for prosperous families and charitable organizations are our mission. We provide dynamic investment options designed to achieve expected long-term objectives.

    Trusting relationships: Trust is the cornerstone from which a strong client relationship is built. Our clients can expect individual care and advice reflecting their specific needs, styles and desires.

    A formal, methodical process is utilized to develop rational investment solutions. Our responsibility as advisors is to objectively survey all financial alternatives to best advise our clients in achieving their goals.

    Diligent portfolio monitoring and regular review of account performance and objectives with clients is key to maintaining our clients’ trust. Communication and flexibility are crucial to assure necessary account modifications are made and clients’ desired goals achieved.
Awards
  • Forbes Magazine Top Wealth Advisors 2018
  • Financial Times Top 400 Advisors in 2014, 2017, and 2018
  • Barron's Top Financial Advisors from 2009 to 2014
  • 4 Certified Financial Planners (TM)
  • 1 Certified Investment Management Analyst® (TM)
  • 1 Certfied Private Wealth Management Advisor (TM)
  • 1 Chartered Financial Analyst® (TM)
  • 2 Certified Portfolio Managers (TM)
  • Morgan Stanley Alternative Investment Directors

Location

399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6304(212) 893-6304
Toll Free:
(800) 223-0270(800) 223-0270

Meet The Millman Group

Photo of Ira Millman

Ira Millman, CFP®, CIMA®, CPWA®

Financial Advisor, Senior Portfolio Management Director, Managing Director

Phone:
(212) 893-6304(212) 893-6304

About Me

Ira Millman is a Managing Director-Wealth Management and Senior Partner of the Millman Group at Morgan Stanley and has worked in the financial services industry since 1981.  Ira’s 30 years of wealth management experience have made him a sought after advisor and speaker providing exemplary service to clients in the areas of investment, planning and strategy.

 

Prior to joining Morgan Stanley in 2015 he was a Managing Director and Private Wealth Advisor at UBS from 2001 to 2015 and was a Senior Vice President Smith Barney and predecessor firms from 1981 - 2001.  He also has achieved the designation of Cititrust Fiduciary Portfolio Manager.  As the Senior Partner he brings substantial experience to the work of structuring and managing the portfolios of prosperous families and financial organizations and oversees financial planning and portfolio management efforts of the team.  In 2017 Ira was named a Morgan Stanley Alternative Investment Director.

 

Ira has repeatedly been recognized for his industry achievements.  He was named to Barron’s list of “Top 1,000 Financial Advisors in America” from 2009 to 2014, was appointed to the UBS Wealth Management Advisory Council and served as chair of the UBS Portfolio Management Program (PMP) Advisory Council.  In 2014 and again in 2017 Ira was also named to the Financial Times Top 400 financial advisors.  In 2017 Ira was elected to serve on the Morgan Stanley Portfolio Management Institute.

 

His educational achievements are equally impressive.  Ira is a Cum Laude graduate of Queens College.  He became a Certified Financial Planner™ (CFP®) in 1993 and in 1998 was designated a Certified Investment Management Analyst (CIMA®) by the Wharton School of Business.  More recently Ira was designated to be an Accredited Investment Fiduciary Analyst (AIFA) by the Center of Fiduciary Studies at the University of Pittsburgh, Katz Business School.  He was also awarded the Certified Private Wealth Advisor (CPWA®) designation by the University of Chicago, Booth Business School. 

 

His associations and activities are numerous.  Ira is a member of the Investment Management Consulting Association, Financial Planning Association, and the Certified Board of Standards and Practices for Certified Financial Planners.  A national Ambassador for the Weizmann Institute of Science, Ira also serves on the board of the National MS Society.  In 2012 Ira joined the board of Dorot, an organization that serves the elderly and shut-in population of New York City.  He lives in New York, Connecticut and Miami, has two grown children named Marissa and Brian, and married his wife Mila this past June.
Securities Agent: CA, CT, DE, FL, GA, IL, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA, VT, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1423942

About Me

Conner McGee is a Financial Advisor and partner in The Millman Group at Morgan Stanley.  In this role, Conner brings experience integrating trust, insurance and estate planning strategies into client financial plans.  In so doing he helps high net worth individuals and families mitigate the impact of taxes on wealth accumulation and distribution.  Conner also assists with Millman Group asset allocation and portfolio management decisions.

Conner began his career as a UBS Wealth Management Associate with emphasis in advanced financial planning, municipal bonds and portfolio allocation strategy.  He subsequently joined Ira Millman’s Private Wealth Management group and led the team’s trust, insurance and estate planning efforts.  More recently, Conner was a Vice-President and Executive Officer at New York Life Insurance Company.  He held numerous management positions at New York Life, including oversight of the investment management programs for its wealth management business.  In this capacity, Conner had responsibility for $4 billion in client assets and conducted investment manager due diligence as a member of the firm’s investment management committee.  Conner also managed the strategy, competition and marketing areas of New York Life’s life and long-term care insurance businesses.  His strong background in insurance is an asset for Millman Group clients.  In 2015 Conner reunited with the Millman Group at Morgan Stanley.  

Conner attended high school at St. Paul’s School in Concord, NH and graduated from Dartmouth College in 2002 with a BA in Economics.  While at Dartmouth, Conner played defensive tackle for the varsity football team and performed as a member of the Dartmouth Cords, an a cappella singing group.  He has earned the Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®) designations, is a member of the New York Society of Security Analysts and a non-CPA member of the American Institute of Certified Public Accountants.  He holds the series 3, 7, and 66 securities licenses.

Conner volunteers as a teacher and board member for Cents Ability, a non-profit organization that provides free financial literacy workshops to New York City teenagers.  Born and raised in Vermont, Conner now lives in New Canaan CT.  You may find him in the early morning hours running with his two labradoodles, Chester and Bailey, or curled up on the couch with his wife and three young children for an afternoon viewing of “Peppa Pig.”
Securities Agent: CA, CT, DE, FL, GA, IL, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA, VT, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1794276

About Me

Noah Ennis is a Financial Advisor and is responsible for the implementation of the Millman Group financial planning efforts.  Noah establishes and maintains the suite of financial planning tools and analysis recommendations that serve a cornerstone of the Millman Group client relationships.  Most recently Noah was recognized as  a Five Star Wealth Manager in New York, as published in New York Magazine January 2017.

Prior to joining Morgan Stanley, Noah was a Wealth Planning Analyst at UBS Financial Services.  In this capacity, he partnered with Advisors and Private Wealth Managers to craft comprehensive financial planning recommendations for high net worth clients.  His main focus includes retirement income planning, education funding strategies, structures for charitable giving and estate planning strategies.  Noah began his career on Wall Street in 2011 as an Investment Banking Associate on the UBS Equity Derivatives Sales and Trading Desk.

Noah graduated from Hamilton College in 2011, Magna Cum Laude and Phi Beta Kappa. He attained the prestigious Certified Financial Planner™ (CFP®) designation and also holds the Accredited Wealth Management AdvisorSM SM designation (AWMA®) .  Most recently Noah joined the Sustainable Heating Education & Outreach board as their Treasurer, to champion the cause of environmental sustainability , which compliments his passion for impact and sustainable investing.

Noah grew up in Bedford, NY and enjoys hiking and biking the great outdoors.  Noah is an avid runner, and can often be found running in Prospect Park, near his home in Brooklyn.  In 2017 he completed his first marathon, followed by his first triathlon, and 3 other half marathons.   He and his wife also enjoy traveling, having traveled in Europe, South East Asia,  and taken road trips throughout the USA.  More often than not, Noah can be found exploring a new restaurant and enjoying all that New York City has to offer.
Securities Agent: CA, CT, DE, FL, GA, IL, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA, VT, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1811717

About Me

As the team’s Group Director, Jen utilizes her insights and diverse background to manage client relationships and provide customized strategies for prosperous individuals, families, endowments and foundations. Drawing on her experience in private wealth and family office management, Jen is responsible for ensuring all of Morgan Stanley’s resources are made available to our clients.

Before joining Morgan Stanley, Jen was an Associate Director at UBS Financial Services. Her responsibilities included managing portfolios and recommending alternative investment opportunities to complement core investment strategies. Her work experience also includes a role as Vice President of a family office where she was a trusted advisor and partner for a select group of private and publicly traded corporations, private equity firms, and philanthropic institutions. Previously, she worked in a variety of business areas at Franklin Templeton Investments as part of their management training program. Jen began her career in equity trading for Susquehanna International Group at the New York Stock Exchange.

Jen is a graduate of New York University and holds a BA in History with a minor in Irish Studies. She received her Portfolio Management certificate from New York University's School of Continued and Professional Studies.

Jen is deeply involved in her community. She is Vice Chair of the Ireland Funds NY Young Leaders, which has raised over $550 million for Irish and Irish American charities. She was named the 2014 Young Leader of the Year. Additionally,  she is a mentor with the US-NI Mentorship Program and a member of the SYL fundraising committee for the Irish Arts Center in New York.

About Me

As a Wealth Management Associate and Lead Analyst with the Millman Group, Mark is one of the primary points of contact for clients.  Mark assists in the team’s portfolio management, financial planning process, alternative investment strategy and product introduction, as well as client performance and analytics.  Mark also heads the team’s growing lending business.

Mark joined The Millman Group in 2016 and has been an employee of Morgan Stanley Wealth Management since 2014.  In 2015 he completed all of the requirements for the CERTIFIED FINANCIAL PLANNER™ designation.  More recently, he gained the prestigious CERTIFIED PORTFOLIO MANAGER ™ designation from Columbia University.  Mark also holds his securities and insurance licenses.  Prior to Morgan Stanley, Mark was an associate at Abbey Capital, one of the most respected names in international futures trading.

In addition to holding a Bachelor’s degree in International Business from Loyola College in Maryland, Mark received a Master of Letters degree from the University of St. Andrews (Scotland) in International Business.  In his spare time, Mark is an avid golfer and is actively involved with his rugby team, Lansdowne RFC.  In addition, he is the Head of Recruiting for Loyola Rugby’s Scholarship program and board member of the Society of Loyola Old Boys.

In September 2017, Mark married his wife Sandi in New York City.  They currently live in the Crestwood area of Tuckahoe, New York with their dog Booker.

About Me

Scott Lalli is a Client Service Associate and manages The Millman Group at Morgan Stanley’s day to day client operations.  He is responsible for a variety of client service matters, including disbursements, fund transfers, check requests, required minimum distributions from retirement accounts, and insurance exchanges. He also provides support to group members on a daily basis. 

Prior to joining Morgan Stanley, Scott was a Senior Client Associate at Greenwich Associates. In this role, Scott provided research and consulting services to various clients across the financial services spectrum, including commercial banks, institutional asset managers and wealth management providers.  

Scott is a graduate of Colgate University and holds a Bachelor of Arts in Economics with a minor in Political Science. Scott is Series 7 licensed. 

Scott grew up in Pound Ridge, New York and enjoys playing sports, including soccer, basketball, tennis and golf. Another interesting fact about Scott is that he is a former national junior chess champion.

About Me

Kathleen Prainito is a Client Service Associate managing The Millman Group and Ira Millman’s day to day client operations at Morgan Stanley.

Prior to joining Morgan Stanley, Kathleen has held positions at Goldman Sachs as a Wealth Management Client Associate, Institutional Sales Assistant at Advest, and as Sales Assistant at Shearson Lehman Brothers


Kathleen graduated from the College of Mount Saint Vincent with a Bachelor’s degree in business finance. Kathleen was born and raised in Floral Park, NY. She currently lives on the North Shore of Long Island, in Huntington, NY.  She enjoys spending time with her family at the beach, hiking or just relaxing by their pool.   Kathleen and her husband Vince have four children, Katelyn, Caroline, Sarah and Christopher.  On the weekends, you can always find them attending one of their children’s lacrosse, field hockey or soccer games.

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
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  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
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Family

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  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
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Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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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
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CRC 2274738 01/19

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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.

1Alternative 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.

2Morgan 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.

3Morgan 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

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, charitable giving, philanthropic planning and other legal matters.

5Morgan 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.

6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Morgan 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.

9Morgan 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.

10The 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.

11Morgan 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.

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