The SVS Wealth Management Team at Morgan Stanley

Anthony is the founder of the SVS Team at Morgan Stanley and is a Portfolio Management Director, as well as overseeing all team operations. His area of focus is portfolio construction using technical analysis, fundamental and personalized portfolio management. He provides clients with a level of personalized portfolio management for high net worth individuals and institutional clients, creating customized investment strategies, portfolios and solutions. With over 30 years in the financial services industry, Anthony has the ability to recognize market changes and the affects those changes have on his clients’ portfolios. Anthony holds the titles of Managing Director - Wealth Management, Senior Investment Management Consultant, Senior Portfolio Management Director, Family Wealth Director and Financial Planning Specialist. He holds several designations including: Certified Portfolio Manager (CPM) and Chartered Retirement Planning Counselor. He played football at Union College in Schenectady, NY and was a first team All-American player. Anthony was one of the best defensive players in the program's illustrious history and was inducted into the Union College Athletics Hall of Fame November 2017. Anthony now resides in New Jersey with his wife and children.

Stephen, one of the founders of The SVS Wealth Management Team at Morgan Stanley, joined the firm in 2006. With over 20 years of industry experience, Stephen’s leadership and drive help to propel the team forward. Prior to Morgan Stanley, Stephen spent time as the Assistant Vice President at Wachovia, where he worked for eight years. Stephen focuses on creating individualized strategies for our clients and ensures that such strategies align with both short and long term goals. He understands that every client presents a different set of goals and challenges and as such creates specifically tailored investment strategies. A graduate of Providence College, Stephen serves on the Board of Directors for the Reef Institute, an organization dedicated to coral conservation through education, research, and restoration. Currently, Stephen resides in Tinton Falls, NJ with his wife and daughter.

With over 15 years of experience, Yuji brings a wealth of knowledge to the team.   He is actively involved in the building and maintaining of client relationships.   Along with Anthony, Yuji started at Smith Barney in 2005.  He is a CERTIFIED FINANCIAL PLANNER and holds the Financial Planning Specialist designation issued by Morgan Stanley.  Yuji uses a holistic approach while striving to offer our clients the highest level of service and makes it his mission to go above and beyond to help make our clients feel secure in their financial futures.  Yuji serves a volunteer fire fighter in Millwood, NY and lives in West Harrison, NY with his wife and two sons.

Gary is currently the Senior Vice President/Senior Portfolio Manager/Financial Advisor at Morgan Stanley and has been in the securities industry for 34 years. He graduated from Carnegie Mellon University in 1974 with a BA/BS in Public Relations. Originally, Gary is from East Meadow, NY and currently resides in Great Neck, NY with his wife Ellen of 39 years. They have two wonderful children. Melanie who has a Master’s in speech pathology and Seth who has a Master’s in nutrition. Melanie is married to Jason Weingarten and they have a son named Gavin and a daughter named Maya Charlotte. Seth is married to Ilana Strauss and they have two daughters named Liv Cherry and Charlotte Clementine.

Gary is responsible for placing money into equity strategies that the team has developed. Each Portfolio focuses on a combination of stocks, bonds, ETF’s or mutual funds – looking to create a cost effective, well-balanced approach. Technical analysis, covered call writing and research from various sources and publications are used to help create these models. The team tries to uncover all aspects of a client’s assets to assemble the right “lifeview.” The more we know about our clients, the easier it is to create the right solution for their needs.

Patricia S. Glass is a Senior Vice President, Portfolio Management Director, and Financial Advisor. Prior to joining the firm in 2012, Patricia was a Director at Credit Suisse Private Banking USA where she worked since 1999. She began her career in finance as an investment banker at Credit Suisse (London), UBS, and Société Générale.

Patricia holds a BA degree from Brown University, an MA from Yale University, an MBA from The Wharton School at The University of Pennsylvania, and an MA also from the University of Pennsylvania. She is an Associate Fellow of Davenport College at Yale.

Patricia represents Morgan Stanley on the Council on Foreign Relations. She has been involved in the New York Junior League, the Parents Advisory Board at Northfield Mount Hermon School, the Brown Club of New York (Treasurer), Friends of the American Wing at the Metropolitan Museum of Art, Empowers Africa (Trustee) and The Africa Foundation.

Patricia is an avid skier and hiker. She works and resides in Manhattan, NY and has two adult sons.

Allen Liebb brings more than 35 years of experience in counseling affluent families and the ever-changing needs of business owners. He got his education from the University of Maryland, and after spending 15 years at Citigroup, he joined Morgan Stanley in 2009. Allen recently joined The SVS Wealth Management Team, working mostly with business owners and retirees. He is dedicated to helping clients and families achieve their financial goals.

In his free time, Allen is actively affiliated with his local synagogues and can often be seen exercising in Central Park and enjoying all that New York City has to offer culturally.

Eileen joined The SVS Wealth Management Team at Morgan Stanley in 2017 after a very successful 25 years as a Director of Equity Sales Trader at Credit Suisse in NYC. Her experience working daily with ultra-high net worth individuals and hedge funds helped for an easy transition to her new role with extreme knowledge and experience in the markets and the knowledge of the importance of client relationships.
As a Senior Vice President and Financial advisor her area of focus is working directly with the clients. She works with HNW families throughout the region. Helping them with their family mission for generations to come and laying out their goals and investment options. As such, she works to provide each one of her clients sound financial plans based on achieving targeted goals. She is devoted to providing individualized planning to each client taking into account their specific needs; utilizing a goals-based approach to financial planning.

She holds her series 3, 7, 55, 63, 66, 9 & 10, Life and Health licenses.
Eileen resides in Point Pleasant, NJ with her husband and 3 children.

Maurice started his career as a young entrepreneur owning a small business. He transitioned into the financial services industry in 1997 at Merrill Lynch. Maurice attained the Certified Financial Planner designation in 2003 and moved his practice to Smith Barney in 2004. He focuses on comprehensive financial planning for clients. He guides clients to achieve their goals by using fundamental strategies to limit risk. He also focuses on initial public offerings in both equities and fixed income.
He is a passionate soccer fan and also plays in a men’s league. Maurice immigrated to the United States when he was nine years old and became a naturalized U.S. citizen at age 20. He graduated Magna Cum Laude from Long Island University - Post.
Maurice is fluent in Italian, and lives with his wife and two children in Freehold, NJ.

Richard joined The SVS Wealth Management Team at Morgan Stanley following much success in the private banking industry. Richard worked at PNC Wealth Management as a Senior Vice President. He served in numerous roles, ultimately rising to Team Director and Senior Relationship Manager. He joined Morgan Stanley in June of 2011 and quickly established himself as a leader within the SVS Team and the firm. Richard holds the Certified Financial Planner™ (CFP^®) designation. He assists our clients with their most complex planning needs. In his spare time, he enjoys playing golf, following college football and rooting for the New York Giants. He is a board member of the Samaritan Center at the Jersey Shore. Richard has two children and lives in Brielle, NJ with his wife, Marybeth.

Tyler, a First Vice President, joined The SVS Wealth Management Team at Morgan Stanley in 2012. Tyler focuses on providing total wealth management to self-made families. As such, he works to provide each one of the team’s clients sound financial plans based on achieving targeted goals. He is devoted to providing individualized planning to each client taking into account their specific needs; utilizing a goals-based approach to financial planning. In 2024, Tyler was named by Forbes to their list of the Best Next Generation of financial advisors. He has earned the Certified Financial Planner^®, Qualified Plan Financial Consultant^®, Chartered Financial Planning Counselor^® and Chartered Retirement Plans Specialist^® designations. Tyler adheres to a professional Code of Ethics, and he fulfills continuing education requirements to remain aware of current planning strategies and financial trends. Tyler graduated from Bucknell University in Lewisburg, PA. with a Bachelor of Arts in Economics. An avid golfer and Giants fan, Tyler currently lives in Little Silver, NJ with his wife, Sarah and their son Sawyer.

Richard Garrity is a Vice President, Financial Planning Specialist.  After initially starting his career in banking, he transitioned that experience into providing financial advice at Morgan Stanley, where he has spent the majority of his professional life.   Richard focuses on customer service, tailored investment strategies and providing productive solutions for his clients.  His value proposition is helping people to accumulate and preserve their wealth and then transitioning that wealth into retirement income.  Richard enjoys traveling, golf, cycling, playing softball and dining.  Richard currently resides in Ocean, NJ with his wife Alma and three children.

Charles Fahy is a Financial Advisor in Morgan Stanley’s Northfield, NJ office. He works with a select group of businesses and individual investors that aspire to a work-optional lifestyle by employing a prudent investment strategy that emphasizes long-term growth, current income and capital preservation. Tax-efficient investing is also a key part of the investment approach.



To help serve his clients’ needs, Charles works closely with The SVS Team based in Shrewsbury, N.J. The Team focuses on helping a broad range of individual and institutional investors to accomplish their long- and short-term investment goals through expert financial and estate planning.



Charles also draws on the global investment resources of Morgan Stanley, one of the world’s premier financial institutions. His ability to utilize all of Morgan Stanley’s resources to appropriately satisfy his varied clients’ needs have served his clients well.



Prior to joining Morgan Stanley, Charles served as General Manager of the Atlantic City Country Club, one of the most historic clubs in the world. He has also managed multi-million dollar resorts around the country as well as two start-up companies. Additionally, Charles has experience in tax preparation. In college, he majored in accounting with an emphasis in finance.

One of Charles great passions is helping people. He derives a great deal of satisfaction not only helping clients devise a sound strategy for their personal needs, but taking the time to stay in regular contact with them to help ensure their plan stays in line with their changing needs.

Another one of his passions is golf. In fact, he is a PGA (Professional Golfers Association) member and has been a teaching professional with the PGA for many years.

Seth Bronheim is a Financial Advisor and Certified Financial Planner™ on The SVS Wealth Management Team at Morgan Stanley. As a CFP^®, he uses a multi-step financial planning process to help clients discover and achieve their goals. This lifecycle financial planning process is on-going as different situations change a clients’ needs over time whether that is buying a new or second home, starting a business, preparing for retirement, or switching jobs. He focuses on creating a flexible financial plan that can change and adapt throughout a clients' life. Seth is a CFP^® professional with extensive training in Financial Planning and Risk Management, Tax Planning, Investment Planning, Retirement Planning, and Estate Planning strategies. Seth lives in Larchmont, NY with his wife, Ilana, two daughters, Liv and CC, son, Bert, and their dog, Tony. He serves on the Larchmont Temple Brotherhood Board as the Treasurer. He is also an avid tennis player with the USTA Westchester Section.

Lori A Simón joined The SVS Wealth Management Team in 2017. She holds her Series 7, and Series 66, as well as Life, Variable Life and Health Insurances licenses. Lori graduated from Fordham University with a BA in Communications. She lives in Monmouth County with her daughter. She enjoys cooking for her family and friends, and she also volunteers her time at her church to collect shoes and clothing for the underprivileged children of Haiti.

Melissa started her career in 2001 as a Specialist Clerk on the New York Stock Exchange. In 2007, Melissa transitioned to Morgan Stanley and joined The SVS Wealth Management Team as a Client Service Associate. Now, as a Financial Advisor, Melissa focuses on providing total wealth management solutions to our clients. In the process, she is able to build and maintain strong relationships with them.

Melissa is a graduate of Rider University and currently lives in Marlboro, NJ with her husband, Brian and their daughter, Paige.

Your wealth is about more than just dollars and cents. What you spend and plan for also needs to align with your values, desires, and long term goals. I am here to shepherd you through your financial journey.

I got into the industry because I like helping people, plain and simple. It's my goal to make sure your story and my story go hand in hand. I do this by leveraging my own experience in the industry, my team's considerable background, and Morgan Stanley's vast network of resources.

Your financial journey might have some daunting questions lurking around the corner. It's my job to help put you at ease and make sure we both make it together.

When I am not at work, I love spending time with my wife Mia, our two children, dog and cat.

Alvaro Ramirez recently joined the SVS Management Team as a Financial Advisor. Prior to joining the SVS Team, Alvaro started his professional career with First Investors Inc., as a Financial Advisor Representative between 2004 and 2006. In 2006 Alvaro joined an Ultra High Net Worth financial advisor at UBS Financial Services Inc. between 2006 and 2010 as a Registered Client Associate. In 2010, Alvaro joined a Morgan Stanley Private Wealth Management team.

Alvaro’s passion for the business lies in his ability in helping clients solve their financial concerns. The tools and resources made available at Morgan Stanley make it possible to provide clients with peace of mind to their finances.

Alvaro earned a Bachelor of Science degree in economics and finance from the University of Hartford. When not in the office, Alvaro enjoys attending Yankee and Ranger games. His hobbies include golfing, snowboarding and racing motorcycles. He resides in Westchester NY with his wife and daughter.

Michael Schwartz has been a financial advisor since 2007. He joined the Bronheim-Goldstein Group at UBS in 2006. Prior to being a financial advisor, Michael was the registered client service associate for the team. Michael joined PaineWebber as an intern in 1999 and was offered a fulltime position with UBS PaineWebber in 2003 where he worked as a Branch Service Associate in operations. Michael earned a Bachelor of Science degree in business management and finance from City University of NY – Brooklyn College. He also has an undergraduate degree in statistics and quantitative modeling from City University of NY – Baruch College. Michael, his wife Suzanne, and two young children, Bennett and Emerson live in Bay Ridge, Brooklyn.

Before joining the SVS Team, Keith was a top-performing research analyst and fixed income portfolio manager.  He began his career at Smith Barney becoming the Senior Fixed Income Portfolio Strategist. From 2010 to 2014, he was Head Fixed Income Portfolio analyst for Morgan Stanley, rising to the level of Executive Director.  He was the active manager for several fixed income portfolios; including three multi-class asset portfolios as well as four single-asset class portfolios. 
A widely recognized leader in the industry, Keith now uses his extensive experience to provide clients with customized fixed income portfolios.  He holds several licenses; including: Series 7, 63 and 65.  Keith graduated from Quinnipiac University where he played on the varsity hockey team.  An avid hockey player and runner, Keith resides in Tinton Falls, NJ with his wife and daughter.

Darrion is a financial advisor, for Morgan Stanley’s SVS Wealth Management Team, who prides himself in providing his clients with financial freedom. He leverages the research from Morgan Stanley’s SVS Portfolio Management team, which has been awarded as one of the Best Wealth Management Teams in the state and the firm by Forbes, to supply his clients with a plethora of goal-based investment options and client-specific portfolios that considers risk thresholds as well as the goals his clients have in store for themselves and their loved ones. Being able to be financially free is his number one goal for all his clients and he puts his clients’ best interests at the forefront of his business. He has also earned the Financial Planning Specialist designation. Prior to joining Morgan Stanley, he played collegiate football at and graduated from Yale University. He also started a master’s program at Monmouth University in New Jersey. He grew up in Toms River, NJ and resides there today. Some of his interests are watching football and basketball, playing golf, and first and foremost, helping others. Darrion comes from a family of Law Enforcement as his father (Anthony Jr.) and oldest brother (Anthony III) work at the Ocean County Prosecutor’s Office and his mother (Bivia) and older brother (Kyle) work at the Lakewood Police Department in NJ. He also has a sister that played lacrosse at Rutgers University, and currently plays at Rider University.

Danielle joined The SVS Wealth Management Team in 2020 in order to help build and complete the team framework. As Chief of Staff, she is responsible for planning and directing all administrative, financial, and operational activities. Danielle is responsible for day to day coordination with all roles on the team ensuring team resources are allocated in an efficient and productive manner. Danielle’s role allows each teammate to focus on their individual responsibilities to help contribute to the overall picture.

Danielle comes from a background in the financial services industry, starting with Lehman Brothers in NYC. Her career continued to grow and evolve after the acquisition of Lehman by Barclays Wealth, as a Senior Analyst with Barclays, Danielle gained a wealth of knowledge and experience working closely with the COO management team. In 2013, she relocated back to New Jersey as the Branch Manager Administrator at Morgan Stanley in the Southern New Jersey Complex. This role gave her the opportunity to work closely with Senior Management, Financial Advisors and their teams as well as learning the day in and day out protocols of Risk/Compliance and Operations. Danielle holds the Series 7 and 66 Licenses.

Ali began her career working in Wealth Management for UBS in Manhattan and brought her extensive background in Communications & Administrative skills to the SVS Wealth Management Team at Morgan Stanley in 2019.

Ali supports the Managing Director of the SVS Wealth Management Team and assists the team overall, acting as a Client Service Associate when needed.

Ali currently resides in Little Silver, NJ with her husband. In her spare time, Ali can be found spending time at the beach with her husband and golden retriever.

Christie grew up in New York and graduated from the University of North Carolina at Charlotte with a bachelor’s degree in Finance and additional concentrations in Finance and Business. Post-graduation, she spent over 2 years working for a small Broker Dealer, where she obtained her Series 7 and Series 66 licenses and started her career in the financial services industry. In 2015 she moved to Colorado, and shortly after began her career with Morgan Stanley. Christie & her husband, Paul, reside in Aurora, CO with their 2 dogs, Jayda & Lakota. In her free time, she loves to be outdoors - hiking, camping, and traveling.

Jim joined Morgan Stanley after time within various firms within the financial services industry. He and Anthony have worked together since their days at First Investors starting in 1988. Within the Team, Jim serves as the Group Director. As such, he works to ensure an excellent client experience as well as operational smoothness. In his spare time, Jim volunteers with Habitat for Humanity to restore homes that were effected by Superstorm Sandy, during the holidays he volunteers with Holiday Express and during the summer he is a participant in the Warrior Challenge which raises money for Veterans through Task Force Dagger. Jim resides in Helmetta, NJ with his wife and enjoys attending Giants Football games.

Mary has worked in the Financial Services Industry for 30 plus years, of which over 25 have been with Morgan Stanley. She has worked on both the Institutional and Wealth Management sides of the business, first as a Fixed Income Trader and later as a Financial Advisor.  As Business Development Director for the SVS team, Mary is responsible for the proactive cultivation and maintenance of client relationships.
Mary received a Bachelor of Business Administration degree from St. Mary's College, South Bend, Indiana with concentrations in Accounting and Finance.  She currently resides in Sea Girt, NJ where she enjoys spending time at the beach with her family and friends.

Andrew is a seasoned equity portfolio manager who focuses his efforts managing the team's long-only strategies. Prior to Morgan Stanley Andrew honed his skills at Marist College, where he graduated with a degree in finance. Drawing from years of experience, Andrew has developed a meticulous buy and sell discipline grounded in risk mitigation, fundamental analysis, and technical analysis. His approach is grounded in identifying high-quality, long-term investments while being mindful of emerging trends and market changes. Andrew places equal weight in making portfolio allocations on an investment’s potential upside as its downside risk. His dedication to continuous learning is evidenced by his Certified Portfolio Manager designation attained through Columbia University. When not at his desk, Andrew enjoys spending time on the golf course and at the beach in Long Branch, NJ where he currently lives.

Sarah started with The SVS Wealth Management Team in 2016. She holds her Series 7, Series 63, and Series 65, as well as Life, Variable Life, and Health Insurance licenses. Sarah graduated from Middlesex County College with an Associates of Science degree and a BA in Holistic Health from Georgian Court University; both degrees were attained with highest honors. In her spare time, Sarah enjoys reading and spending time with her husband, Michael and their daughter Thea.

Samantha started with The SVS Team in 2011. She currently serves as a Client Service Associate, assisting the advisors with their client’s needs. Samantha currently lives in Freehold, NJ with her husband, daughter and their 2 dogs. In her spare time, she enjoys volunteering for Habitat for Humanity.

Ornella recently joined the SVS Wealth Management team as a Registered Client Service Associate. With 16 years of banking experience, she strives to provide an exceptional client experience with the highest level of service.

Ornella started her career at Citibank as a Business Service Officer. She quickly moved up to the Commercial Business Banker role and managed a portfolio of high-net-worth commercial bank accounts. She now works out of the Park Avenue, NY Morgan Stanley office, bringing her experience & expertise to the team. She is currently Series 7 and Series 66 licensed as well as having the Life, Accident & Health Insurance License.

Ornella resides in Staten Island, NY with her husband Francesco and daughters Julia and Gianna. Outside of the office she loves spending time with family and friends. She also enjoys running and attending NY Ranger games.

Jessica grew up in New Jersey and graduated from Clemson University in South Carolina with a Bachelor’s Degree in Business Management and Accounting. Jessica now lives back in Middletown NJ, remaining close to family and friends. In her spare time, Jessica can be found spending time at the beach, working out, reading or traveling. She loves sports, and enjoys attending NY Ranger games, and NY Yankee games!

Sharon's financial services career began in NYC over 30 years ago with TIAA as a Registered Representative. During her time at TIAA she received several promotions, expanding her knowledge and experience. After almost 9 years with TIAA, she accepted a position with Oppenheimer Funds Distributors as an AVP Marketing Manager for the Wealth Management group. She supported the Retirement Plan department and played an integral role in the 529 plan product launch. In 2003, she stepped away from the financial industry to raise her daughter, Anneliese. In 2008, she transitioned to the real estate industry, selling real estate, issuing Title Policy Insurance, and processing home mortgages. This allowed her to stay close to home and be the best mom she could. In 2022, she joined a Federal Credit Union as a Business Resources and Service Support Manager, responsible for resolving high-level member complaints, managing the call center, and supporting local retail branches. She also led a project for a new internal system launch. Now, she has returned to the financial industry.

Outside of work she enjoys spending time with family, friends, and her cat Sugar Lily. She is always looking for a good horror TV show or movie to watch. Some of her favorite local places to visit are Grounds for Sculpture, Cape May, Lake George, Lambertville, New Hope, and of course NYC. Her best accomplishment has been raising her daughter and shaping her future to be successful and independent.

Bob recently joined The SVS Team as a Registered Client Service Associate. Prior to joining Morgan Stanley, Bob has over 10 years’ experience working for different banking institutions and local independent wealth management firms. In his current role, Bob assists both clients and advisors with any service related requests they may have while also providing an exceptional client experience.

Bob is a graduate of Kean University where he majored in Finance and currently holds his Series 7, Series 63, and Series 65 licenses as well as Life and Health Insurance licenses. He currently resides in Brick, NJ with his wife Adriana and their son and daughter.