The Tisi Hernandez Group at Morgan Stanley

The Tisi Hernandez Group is a Wealth Management advisory team that administers personalized investment and financial planning services to high net worth individuals. We are dedicated to offering our clients an extensive investment platform attuned to the ever-changing Financial Markets. Our objective is to provide a focused investment program designed to achieve and optimize our clients’ goals.

Forged with over 100 years of combined investment management experience, we adhere to the highest business practices and dedicate our efforts to serve in the best interest of our clients. As a Morgan Stanley advisory team, we utilize a Financial Planning tool called LifeView® Advisor. Our Certified Financial Planner members use this tool to create a realistic illustration that integrates the numerous aspects of your financial life, including your investments and cash flow needs.

Our team will work diligently to help you to identify these objectives and implement the strategy to achieve them. We employ a comprehensive approach that ensures our understanding of both the financial and personal lives of our clientele. This helps enable us to tailor investment decisions that cater to our clients’ specific goals.

Some of our team’s attributes include, but are not limited to:

•Customized Portfolio Management experience

•Comprehensive Financial Planning Services, including Retirement preparation and Trust & Estate planning strategies

•Extensive knowledge of the Alternative Investment landscape

•A close collaboration with both Morgan Stanley’s Private Bank and Investment Banking Division

•Insurance & Long Term Care experience

•Access to tailored Banking and Lending Services

•A thorough knowledge of option strategies

•Experience with Socially Responsible Investing
Services Include
  • Estate Planning Strategies1
  • Financial Planning2
  • Retirement Planning3
  • Trust Accounts4
  • Wealth Management5
  • Alternative Investments6
  • Sustainable Investing7
  • Business Planning8
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

522 5th Avenue
11th Floor
New York, NY 10036
US
Direct:
(212) 603-6100(212) 603-6100
Toll Free:
(800) 843-0211(800) 843-0211

Meet The Tisi Hernandez Group

Photo of Charles Tisi

Charles Tisi

Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director

Phone:
(212) 603-6280(212) 603-6280
Photo of Christopher Tisi

Christopher Tisi, CFP®

Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director

Phone:
(212) 603-6134(212) 603-6134

About Me

Charles Tisi has more than 50 years of experience managing investment portfolios for high net worth individuals, family accounts, and corporate retirement accounts. Mr. Tisi holds a B.A. from Duke University in Economics and Political Science. After college graduation, he served over four years as a Lieutenant in the U.S. Naval Air Army.  Prior to Morgan Stanley, he spent some 35 years as a Senior Vice President and Portfolio Manager with Smith Barney and E.F. Hutton. He is currently a designated Senior Portfolio Management Director and a member of the prestigious President’s Club at Morgan Stanley.  Today, Charles resides in Katonah, NY with his wife, Bonnie.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI; General Securities Representative
NMLS#: 1388029

About Me

Eric has over 20 years of experience managing portfolios for high net worth families and corporate institutions. He is able to provide access to banking and lending services (commercial and personal) and is able to help manage both sides of clients’ balance sheet for maximum efficiency and performance. Prior to joining Morgan Stanley, Eric was a First Vice President at Wells Fargo Advisors where he worked closely with the Private Bankers and Trust officers to position client assets in accordance with their investment objectives.  Eric also served as a Vice President for UBS Financial Services.

Eric attended the Barron’s Top 100 Diversity Advisors symposium in 2013 and was awarded 2012 Philanthropic Acknowledgement by the Boy Scouts of America.  He holds a Bachelor of Science with a concentration in Finance from SUNY Old Westbury. He also serves as a special advisor to the D’Brickashaw Ferguson Foundation for their Build a Bike program.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 1310727

About Me

Chris Tisi is a CERTIFIED FINANCIAL PLANNER™ with over 19 years of experience managing  investment portfolios for high net worth individuals, small-midsize corporate accounts, defined benefit/contribution accounts, and trust accounts.  Chris holds a Bachelor of Science from The University of Connecticut in Finance. Prior to joining Morgan Stanley, he worked at Wells Fargo Advisors for 8 years. Chris was awarded the Five Star Wealth Management Professional Award in 2013 and 2014 which is featured in New York Magazine. He is member of the Estate Planning Council of Westchester County, NY and holds a NY State Life Insurance License.   He is also an active member of the
“Lifting Up Westchester” charity and a proud member of the Master’s Club at Morgan Stanley. Chris is the father of two young daughters.

Chris is also Series 9, 10, 26, 31 licensed.
NMLS #1279118
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MS, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1279118

About Me

Brian began his career at Smith Barney in 2008, working outside of Philadelphia. He earned his series 7 and 66 licenses while providing support to a middle market bond sales team.  Since 2011, he has worked exclusively within Wealth Management in New York City.   He graduated from Lehigh University with a B.S. in Business and Economics, majoring in Finance.  Brian currently resides in New Jersey with his wife Amy and young daughter, Anna.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 1393540

About Me

James Clause has over a decade of experience in the financial services industry.  He is Series 7 and 63 licensed.  James received a B.S. in Finance and Marketing from the University of Delaware. James lives in Maplewood, NJ with his wife, Megan and their young son, Hudson.

About Me

Pollyanna began her career with Morgan Stanley in 2017 as an intern for the Tisi Hernandez Group. She is currently pursuing her Bachelor's of Business Administration at the Zicklin School of Business at Baruch College, and will be graduating in the spring of 2019. As a Client Service Associate, she enhances the client service experience, and serves as administrative and operational support to the Financial Advisors in the group. She currently resides in Brooklyn, NY.
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
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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
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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
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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
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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
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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.

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Ready to start a conversation? Contact The Tisi Hernandez Group today.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan 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.

2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

3Morgan 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.

4Morgan 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.

5Morgan 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.

6Alternative 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.

7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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