The North Shore Group at Morgan Stanley

Alan is an Executive Director, Senior Portfolio Management Director, Workplace Advisor – Equity Compensation, Financial Advisor and founding Partner of The North Shore Group with over 40 years in the industry. He was recently named within Forbes’ Best-In-State Wealth Advisors list for two consecutive years. Alan’s mission is to make a difference in people’s lives through education and providing holistic wealth planning services with passion and integrity. He listens carefully to clients’ goals, values and concerns, while working tirelessly to help them achieve their personal and financial objectives.

Alan graduated from the State University of New York at Oswego and received a B.S. Degree in Business Administration. Alan is a salient member of the Chautauqua community in upstate NY, where he has been teaching courses at The Chautauqua Institute for more than ten years. Alan has also been a guest lecturer at Hofstra University, Molloy College and various investment seminars frequently hosted by The North Shore Group. Alan currently resides in Freeport, NY and enjoys bike riding, skiing, archery and volleyball.


2021, 2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (April 2023) Forbes America’s Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/21 - 6/30/22. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2023 Morgan Stanley Smith Barney LLC. Member SIPC.

Chris is an Vice President, Financial Planning Specialist, Workplace Advisor - Equity Compensation, Financial Advisor and Partner of The North Shore Group. Chris prides himself on being the clients “go-to” problem solver for simple and complex matters. He has continued to be the one clients depend on as their outside-CFO for individuals, multigenerational families, corporations and organizations alike. Chris graduated with a B.S. Degree in Business Management from Molloy College where Chris was a founding member of Molloy College’s Bloomberg Mayors Challenge consulting group. When Chris is not in the office, he enjoys spending time with his wife, Karina, and two sons, Ryan and Liam, at their home in Rockville Centre, NY. Chris is also an avid car enthusiast.

Craig is an Associate Vice President, Senior Portfolio Manager, Financial Advisor and Partner of The North Shore Group, who first started with the team in 2013. As a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant in the State of New York, Craig understands the complex needs of clients and help solve them with practical solutions. Craig leverages his expansive knowledge in Financial Services to bring a deeply analytical lens to our financial planning and investment advisory process. Before joining the team, Craig was previously a Client Service Associate with The North Shore Group and was a Financial Services Consultant with Big 4 Accounting Firm, Ernst & Young. Craig obtained a Master's Degree in Taxation from Hofstra University and an Undergraduate Degree in Accounting from Molloy College. Craig is a technology enthusiast, enjoys playing in organized volleyball leagues across Long Island and spending time with his dog, Chester. Craig is an avid New York Giants and New York Yankees fan.

Victoria is a Financial Advisor and Partner of The North Shore Group, of which she has been a part of for 16 years. She oversees Client Relations to ensure that The North Shore Group is creating the most optimal experience for our clients. Victoria obtained the Chartered Financial Analyst^® designation in 2016, which is widely recognized as one of the highest set of credentials in the global investment management industry. In addition to her CFA, Victoria leverages her CERTIFIED FINANCIAL PLANNER™ certification by working closely with clients to design customized financial plans. Victoria was formerly a Client Service Associate when she first joined The North Shore Group in 2005 and has been promoted several times within the team. Since then, she has built a comprehensive understanding of all aspects of our wealth management process. Victoria has a B.S. Degree in Financial Economics from Binghamton University. She lives in New Hyde Park, NY with her husband, two children, and miniature dachshund. She is a tennis enthusiast and enjoys both playing and watching tennis.

Matt is an Assistant Vice President and the Director of Operations for The North Shore Group. Since joining the team 2019, Matt runs the day-to-day operations of the team and clients’ accounts to ensure the quality of our field services. With his past experience in the service sector, he also coordinates with our Financial Advisors to produce personalized and tailored wealth management solutions. Upon implementation, he continuously monitors accounts and works with our clients to ensure their goals will be met. Matt has a B.S. Degree in Finance, as well as a Master’s in Business Administration with a concentration in Finance from Molloy College. On Matt’s spare time, you can usually find him in the kitchen thinking of another pastry design or planning another trip to the Caribbean. Matt currently resides in East Northport, NY.

Luke Cortina is a Financial Planning Specialist, Workplace Advisor - Equity Compensation and a Financial Advisor with The North Shore Group. Luke re-joined the team in December of 2021 after spending two years as a Financial Services Senior Consultant for Protiviti, a global consulting firm. He originally joined The North Shore Group in 2017 as an Intern and then transitioned to Client Service Associate. Luke's main role is focused on business development and conducting financial plans for existing & prospective clients. He also works very closely with our Corporate Reinvestment and Stock Plan partners to provide financial planning for corporate executives. Luke recently obtained his Chartered Retirement Planning Counselor (CRPC^®) designation to ensure clients who are approaching retirement or are currently retired maximize their retirements benefits (e.g., Social Security, Medicare, Required Minimum Distributions) as efficiently as possible. Luke graduated from St. John’s University with a B.S. Degree in Economics and Finance. Outside of work, you can find Luke at Madison Square Garden rooting on St. John’s Men’s Basketball or golfing. Luke currently resides in Deer Park, NY.

Jesse is a Financial Advisor and Financial Planning Specialist with The North Shore Group at Morgan Stanley. He graduated from Northeastern University with a dual concentration in Finance and Management in the University Honors Program in 2023. While pursuing his Bachelor of Science Degree at Northeastern, Jesse completed six-month Co-Op work experiences at Choate, Hall & Stewart, Goldman Sachs, and Morgan Stanley. Outside of work, Jesse is an avid Yankees fan and a travel enthusiast.