Our Story and Services

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

522 5th Avenue
15th Floor
New York, NY 10036
US
Direct:
(212) 296-1044(212) 296-1044
Toll Free:
(888) 535-3270(888) 535-3270

Meet The Siden Fink Group

Photo of Clifton Fink

Clifton Fink

First Vice President, Wealth Advisor, Portfolio Manager, Corporate Retirement Director

Phone:
(212) 296-1042(212) 296-1042

About Me

With over 26 years’ experience in the investment and financial planning fields, Michael has established himself as one of the most dynamic and well respected advisors in the industry. He is the founding partner of The Siden Group where he coordinates and manages the day-to-day operations. Michael’s focus on asset management, asset allocation, financial planning, and concentrated equity and wealth transfer strategies has helped him earn and retain the trust and confidence of each and every one of his clients.

Michael is a Managing Director and member of Morgan Stanley’s prestigious Chairman’s Club*, an honor granted to the Firm’s most accomplished financial advisors. Prior to joining Morgan Stanley, Michael worked at UBS as a Senior Vice President since 1996. He has been featured in multiple publications and was recently identified by Barron’s Magazine** and the Financial Times*** as one of the top advisors in New York.

Michael and The Siden Group are dedicated to the local community, in particular Harlem and intercity businesses and families. Michael is active in the community and serves on various boards and non-for-profits, including the Kips Bay Boys and Girls Club, the Tuck Rush for Literacy Foundation, and the Tower East Cooperative Board.

Michael maintains his Series 7, 63, and insurance licenses and has a BS in Economics from Clark University. Michael currently resides in New York City with his wife, Carolyn and his two sons, Jake and Alec.
*Chairman’s Club Member (2009-2015)
**Barron’s Top 1,200 Advisors (Top 120 New York) for 2015
***FT 400 Top Advisers for 2015
Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, ID, LA, MA, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1290455

About Me

Cliff joined the Siden Fink Group as a partner in 1998 after working in the highly selective Operations Analyst Program at Paine Webber, now UBS Financial Services, Inc.

Cliff was raised and educated in France until he moved to the United States to attend Haverford College. He is fluent in French and conversational in Spanish which allows him to keep The Siden Fink Group in touch with the ever expanding global economy; his main focuses within the group are financial planning, manager due diligence and asset allocation. Cliff’s involvement in the community includes supporting the Memorial Sloan Kettering Cancer Center and the East Side House settlement and serving on the board of the American School of Paris Alumni Association & Foundation as well as Save the Children’s Professional Advisors Council. Cliff is a Gemological Institute of America Certified Diamond Grader, is an experienced shooter and is an avid martial artist specifically within the discipline of Tae Kwon Do. Cliff is deeply entrenched in the classic car world and has a particular interest in 1950s and 60s European sports cars.

Cliff maintains his Series 7, 63, 65, Life, Health & Annuity licenses and has a BA in history from Haverford College. Cliff resides in Connecticut with his wife Justine and their children Delphine and Sebastien.
Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, ID, LA, MA, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WY; General Securities Representative
NMLS#: 1255390

About Me

With over 30 years as a senior CSA in the investment industry, Ann has currently been working with The Siden Group for the past 8 years.

Starting her career in 1980 at Lehman Brothers, Ann worked in various departments, trained as a client service associate and soon moved to the options trading desk, where she learned a quick moving part of the business and spent time training at the CBOE in Chicago, following that she decided to work for an institutional team and dealt mainly with overseas clients working closely with her brokers for quick executions of large orders. She then came to work at UBS for the Siden Group as a senior sales associate.

After attending high school, she went on to Katharine Gibbs School of Business in Manhattan for two years, receiving a business certification diploma.

Ann resides in Staten Island with her husband, John and two daughters, Maria and Jonna.
From Our Team

Michael Wilson: Monthly Investment Perspectives Webcast


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.

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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 Siden Fink Group today.
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