Welcome

Our mission is to integrate our client's financial, familial, and philanthropic objectives into a holistic wealth management approach. We have developed strategies through our comprehensive wealth management services to provide resources for affluent individuals, families, businesses, and non-profit organizations. Our strategies include:

Planning: Directing assets, optimizing philanthropic aspirations, leaving a legacy, disposition of unique assets, family business succession, reducing tax impact.

Asset Management: Professional equity and fixed income money management, growth of capital, tax sensitive asset management, alternative investments.

Risk Management: Helping preserve capital, diversify exposure to concentrated positions, protecting assets.

Cash Management and Lending solutions: Providing liquidity, Financing business needs, asset acquisition.

We endeavor to address your needs and any issues which may be of concern.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6518(212) 893-6518
Toll Free:
(800) 223-0270(800) 223-0270

Meet The Polyak/Schnell Group

Photo of James Polyak

James Polyak, CRPS®

Vice President, Financial Advisor, Portfolio Management Director, CHARTERED RETIREMENT PLANS SPECIALIST, Financial Planning Specialist

Phone:
(212) 893-6517(212) 893-6517
Photo of Jackie Torres

Jackie Torres

Senior Client Service Associate

About Me

Professional Details

2001 - present: Morgan Stanley*
Vice President
Financial Planning Specialist
Chartered Retirement Plans SpecialistSM
Portfolio Management Director Financial Advisor
New York, NY
2005 - Present: New York Stock
Exchange, Inc.
Arbitrator and Hearing Officer
New York, NY
2014-Present: New York Stock Exchange, Inc.
Acceptability Board Member
New York, NY
2000 - 2001: Morgan Stanley
Associate Vice President - Wealth
Management
Retirement Planning Specialist
Financial Advisor
New York, NY
1994 - 1999: Brook Capital
Hedge Fund Money Manager
Hedge Fund Trader
New York, NY
BS - Finance & Economics, 1992
Fordham University
New York, NY
Chartered Retirement Plans SpecialistSM
College for Financial Planning
Financial Planning Specialist
Smith Barney
Guided Portfolio Management Program
Smith Barney
Series 7, 31, 63, 65
Life Insurance & Annuity Licensed
Long Term Care, Accident & Health
Insurance Licensed
Canadian Securities Licensed
Associations:
Fordham Alumni Association
NYC Downtown Economist Club
Bronxville, NY - Chamber of Commerce
Sierra Club
Securities Agent: AZ, CA, CT, DE, FL, IL, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1261788

About Me

Professional Details
Morgan Stanley(1988-Present)
Vice President
Financial Planning Specialist
Chartered Retirement Plans SpecialistSM
Portfolio Management Director
Senior Investment Management Consultant
Financial Advisor
New York Stock Exchange, Inc.
Arbitrator and Hearing Officer (2001-Present)
New York Stock Exchange, Inc.
Acceptability Board Member (2014-Present)
New York Stock Exchange, Inc.
Market Hearing Board Member (2014-Present)
Sharp Electronics Corporation
National Account Executive (1984-1988)
B.A. - Economics, 1984
Minor in Computer Science
Rutgers University
New Brunswick, NJ
Series 3, 7, 63, 65
Life & Health Insurance
Variable Annuity & Variable Life Insurance
Canadian Securities Licensed
Chartered Retirement Plans SpecialistSM
College for Financial Planning
Associations:
National Association of Underwater Instructors
Master Diver, Wreck
Underwater Photography Certified
Montclair, CA
Adirondack Mountain Club
Albany, NY
Alpha Delta Epsilon Alumni Association
Rutgers University
New Brunswick, NJ
Archbishop Molloy High School Alumni
Association
Briarwood, NY
Men's Club of Forest Hills (Founded 1913)
Past President
Forest Hills, NY
New York Cares Volunteer
New York, NY
Rutgers Alumni Association
New Brunswick, NJ
Federal Bureau of Investigation Citizens'
Academy
New York, NY
FBI New York Office Citizens' Academy Alumni Association -Past President
InfraGard Member
CERT (NYC OEM Community Emergency Response Team) Community Board 6 - Queens
Member
Military Working Dog Team Support Association, Inc. - Volunteer (May 2015-JULY 2018)
30 Year Loyal Service Award
Morgan Stanley*
Honors and Recognitions:
2017 Five Star Wealth Manager-Investments (New York Magazine)
2016 Five Star Wealth Manager-Investments (New York Magazine)
2015 Five Star Wealth Manager- Investments (New York Magazine)
2014 Five Star Wealth Manager- Investments (New York Magazine)
Securities Agent: AZ, CA, CT, DE, FL, IL, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA, WV; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253193

About Me

tel: 212-893-6512

jacqueline.torres@morganstanley.com   

Professional Details

Over 10 years of experience in the financial services industry.
From Our Team

Microsoft PowerPoint - The Polyak Schnell Group Presentation.pptx


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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
Learn more about The Simple Six-Step Retirement Checkup

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Why Financial Fitness is One of the Easier Resolutions You Can Make

Why Financial Fitness is One of the Easier Resolutions You Can Make

Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.
Learn more about Financial Transition: A Guide for Women

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.
Learn more about 6 Keys to Building a Startup

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
Learn more about A New Roadmap for Mission Alignment

More from Morgan Stanley

Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Ready to start a conversation? Contact The Polyak/Schnell Group today.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

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


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