Oyster Bay Wealth Management at Morgan Stanley

Lisa B. Puntillo
Executive Director – Wealth Management

Lisa began her investment career at Sanford C. Bernstein & Co. where she was promoted to Principal. She joined Smith Barney in 2000 as a Senior Vice President, UBS in 2008 as a Senior Vice President and Morgan Stanley in 2017 as an Executive Director. Annually from 2007, Lisa has been an invited participant to the Barron’s Top Women Advisors Summit. Lisa was named to the Forbes Best-in-State Wealth Advisors List in 2021, 2022, 2023 & 2024.
Fifteen years of Lisa’s 40 year career was spent in real estate development and finance. As an executive, she has drawn on her multifaceted business experience to advise high net worth clients for the past 25 years. Lisa holds a bachelor’s degree from Carnegie-Mellon University and has an MBA in finance from New York University. She holds FINRA Series 7, 63, and 65 securities licenses and a Life and Health Insurance license.
Lisa has been a member of the board of Trustees of Ithaca College and served on Ithaca’s Endowment Investment Committee. She has also been a member of the boards of The Association for a Better Long Island, The Grenville Baker Boys and Girls Club and the Lying-In Committee for New York Hospital.



Lisa Puntillo in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held virtually. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.

Source: Forbes.com Forbes Best-In- State Wealth Advisors rankings awarded in 2021, 2022, 2023 & 2024 as well as Top Women Wealth Advisors Best-In-State award in 2021, 2022, 2023 & 2025. 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 6/30/19 - 6/30/23. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. 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. 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.

A seasoned professional with more than 32 years of experience in financial services, Stephen joined Morgan Stanley as a Financial Advisor and Senior Vice President in 2014. He provides customized solutions for clients that include financial planning, investment strategies and asset allocation.

Additionally, Stephen is a Family Wealth Director at Morgan Stanley, which is a designation earned by an elite group of Financial Advisors who have extensive experience working with ultra high net worth families and have completed specialized training in this area. Family Wealth Directors offer direct access to an extensive range of resources needed to help highly affluent families manage the complex, multigenerational challenges of overseeing significant wealth.

Prior to joining Morgan Stanley, Stephen was a Managing Director at The Citi Private Bank. He served in a variety of positions at the firm across multiple business segments. In his last role, he worked closely with clients and helped deliver unique solutions to manage their personal finances. That process included an in-depth consultation, which he used to develop their investment policy and establish an asset allocation strategy designed for proper diversification with appropriate investments managers. Given the dynamic nature of the markets, periodic reviews were conducted to determine whether short- or long-term changes were needed. Stephen uses this deep knowledge and experience as a framework today to continue to provide customized investment solutions for his clients.

Born and raised in Long Island, Stephen attained his Bachelor of Arts degree in Finance from Long Island University. An active member of the community, he’s served on the Board of Directors for YES Community Counseling Center and the Massapequa Chamber of Commerce. Outside the office, Stephen enjoys boating, as well as spending time with his wife and three children.

Michael joined Morgan Stanley as a Financial Advisor in 2021. His passion for his work comes from directly impacting and improving peoples' lives through his advice and expertise. Mike compliments his father’s 30+ years of experience with his new age analysis on emerging investment opportunities.

His philosophy is that a personalized approach on a client by client basis can provide long term financial planning solutions to meet their life goals. Michael has a deep understanding of capital markets and investing. His unique approach factors in financial goals to grow and preserve wealth.

Prior to joining Morgan Stanley, Michael worked in public accounting at Ernst & Young for over two years. With his background, Michael has both a passion for and a deep understanding of the capital markets. Michael graduated from Georgetown University in 2018 with a double major in finance and accounting.

Outside of the office, Michael enjoys skiing, golfing, and boating. He lives in Massapequa, NY and has two sisters. His belief is that people want to retire having the ability to enjoy a certain quality of life. It is for this reason that he and his Father apply family values to their business. They take this approach to create and preserve wealth for families of this generation and the next.

Robert J. Pascucci
Financial Advisor

Robert spent the first 7 years of his career at the Fox News Channel. Robert became an Associate Producer working with high-level producers, executives, and on-air personalities. He collaborated across the organization with finance, legal, and marketing departments as the main point of contact for his team.

Robert left television to pursue higher education at Washington University in St. Louis. In 2020 he graduated with an MBA from the Olin School of Business where he studied Economics, Finance, and Marketing. He also holds a B.S. in Communications, with a minor in Legal Studies, from Ithaca College and FINRA Series 7 and 66 securities licenses.

Eric began his career at Kidder Peabody in 1994 as a registered Client Service Associate where he supported two financial advisors, continuing to work at the same firm when it was purchased by PaineWebber. In 2000 he joined Merrill Lynch and developed his knowledge in fixed income, trading, and portfolio management with a specialty in municipal bonds. Eric joined Morgan Stanley in 2004 and completed the two-year financial advisor training program.

Now back at Morgan Stanley, Eric joins the Puntillo team after 16 years as a Wealth Strategy Associate at UBS Private Wealth Management. In those 16 years, Eric oversaw all trading, compliance requirements, zero cost collars, ESOP plans, restricted stock, Donor Advised Funds, and Portfolio Management for a six person team.

Eric attended Binghamton University and holds FINRA Series 7, 63, 65 & 31 licenses.

Elaina began her financial services career in 2008 at JP Morgan in their Prime Services group. She served as a Client Account Manager for top tier hedge fund clientele for 5 years. Her role focused on serving as the client’s single point of contact across the entire firm to mitigate day-to-day production problems and find effective solutions. In 2013 she became a Relationship Manager at Millennium Management to learn the buy side of the hedge fund business.

Elaina then transitioned to Morgan Stanley Private Wealth Management in 2014 and became familiar with the retail side of the industry. By supporting a team of four Financial Advisors she quickly learned the needs of this client base and the responsibility that comes with managing personal wealth. She joined the Puntillo Team in September 2016.

Elaina holds FINRA Series 7, 9, 10 and 66 securities licenses and has a BS in Finance, Marketing and Economics from Fordham University.

Russell is a 2023 graduate from the School of Management at SUNY Binghamton where he received a BA in Political Science and an MBA in finance.

He spent his college years working summers at various companies, most notably, Golden Goose, an emerging fashion brand out of Rome. As an intern, Russell worked with the Director of Retail on real estate negotiations, store planning, and examination of store financials.

Russell joined the Puntillo Team at Morgan Stanley in July of 2023 and holds FINRA Series 7 & 66 licenses.

Meghan is a registered client service associate with Oyster Bay Wealth Management at Morgan Stanley. She started her career with Morgan Stanley in 2023 as a Wealth Management Intern in one of their Tampa Bay offices. During her time as an intern she was able to gain valuable skills that help her contribute to her role today.

Meghan graduated from the Darla Moore School of Business at the University of South Carolina in May of 2024 with a B.S. in Economics with a concentration in business analytics.

Meghan joined the team in July 2024 and holds a FINRA Series 7 and 66 securities license. She provides the team with essential support in various areas, including premium client services, relationship development, and banking.