Our Story and Services

As a Family Wealth Director team, we are designated Morgan Stanley financial professionals, who believe that you - as one of our most important clients - are entitled to a different kind of working relationship with the firm. We bring the experience and influence of specialized ultra-high net worth resources and strategies to our most valued clients.

Our team delivers a process that features investment consulting, advanced planning, and relationship management that are specifically tailored to your needs. Your financial life requires the broadest possible scope of knowledge and together, we will explore a broad range of topics that are likely to influence your financial future. We work with you to create a roadmap that you can follow with confidence to help you achieve the future you envision.
Services Include
  • Wealth Management1
  • Alternative Investments2
  • Estate Planning Strategies3
  • Exchange Traded Funds4
  • Fixed Income5
  • Lending Products
  • Trust Accounts6
  • Life Insurance7
  • Philanthropic Services
  • Retirement Planning8
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) 893-6355(212) 893-6355
Toll Free:
(800) 223-0272(800) 223-0272

Meet The Rockbridge Group

About Me

Mark Miller is a Senior Vice President and Senior Partner of the RockBridge Wealth Management Group. Mark is responsible for scoping the direction of our investment solutions and navigating the complexities of each client’s personal needs and objectives. His approach embraces both internal and external resources to create a bespoke asset management strategy focused on achieving our clients’ goals in a manner most appropriate to each individual.

Mark’s background in financial services dates back to 1989. He is a former member of the New York Mercantile Exchange as well as a former member of the American Stock Exchange where he managed an equity derivatives book financed by Bear Sterns.

During his time at Morgan Stanley, Mark has achieved various accolades including Family Wealth Director, a deep intensive training on various multigenerational wealth issues, as well as Alternative Investment Director, a niche group of advisors working closely with hedge fund and private equity solutions. These and other achievements allow Mark proprietary access to solutions and services not otherwise broadly available throughout the firm, helping him deliver a more impactful investment experience.

Mark lives in Scarsdale with his wife Kim and 2 children.
Securities Agent: AL, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, PA, TX, UT, VA, VT, WA, WI; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279589

About Me

Brian Sisto is a Senior Vice President and Senior Partner of the RockBridge Wealth Management Group. He is responsible for bringing together Morgan Stanley’s vast Corporate Retirement, Investment Banking, Portfolio Management and Wealth Planning resources on behalf of the Team’s clients.

Since joining the firm in 2004, Brian has earned numerous recognitions and honors including being named to Forbes Magazine's list of America's Top Next Generation Wealth Advisors, President’s Council 2009, the Master’s Club 2010 and the Morgan Stanley Pacesetter’s awards for all eligible years (2011-2014). He serves as the Financial Advisor Coach for the 399 Park Ave branch. In this role, he is tasked with training and mentoring the firm’s new recruits.

Brian has been appointed as an Executive Financial Services Director, which recognizes a select group of Morgan Stanley Advisors that specialize in working with Corporate Executives including navigating the complex rules and practices concerning stock options and restricted shares.

He currently resides in Short Hills, NJ with his wife Jessica and their two children.
Securities Agent: CA, CO, CT, DC, FL, IL, MA, MD, MI, MN, MT, NC, NJ, NV, NY, PA, TN, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1285085

About Me

John is a Senior Vice-President and Senior Partner of the RockBridge Wealth Management Group. John utilizes his thirty-five years of industry experience to take a long-term view of portfolio management.John focuses on Growth and Income Equity portfolio’s to help clients achieve their financial goals.
After graduating from the Mendoza School of Business at the University of Notre Dame in 1978, John began his career in the intensive EF Hutton training program in 1981. In 1990, after EF Hutton was merged with Shearson Lehman, John left the firm in order to pursue the opportunity to join Smith Barney and work with Sandy Weil and Jamie Dimon. He has remained with the firm throughout its conversion to Morgan Stanley.

John’s time spent in New York’s financial services industry has provided him with an extensive network of industry experts and specialists that he uses to enhance the service client’s can expect.

John lives in New York City with his wife and two sons. He has been an active member at the New York Athletic Club for 35 years.
Securities Agent: AL, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MI, MT, NC, NH, NJ, NV, NY, OH, PA, SC, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1288392

Strategic Partners

The Experience to Guide You
Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.
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.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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.

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.

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.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

More from Morgan Stanley

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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
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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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.
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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
Ready to start a conversation? Contact The Rockbridge Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Alternative 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.

3Morgan 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.

4An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

6Morgan 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.

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

8Morgan 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.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

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


CRC 2019752 10/2018