The Tobias Group at Morgan Stanley

Mark Tobias brings more than 40 years of experience to his role as a Senior Portfolio Management Director and Financial Advisor.

Mark has always had a fascination for the stock market from picking stocks with his grandmother around the kitchen table as a child to helping his friends start their investment portfolios in college. Now entering his 5th decade with Morgan Stanley and its predecessor firms, Mark’s passion for the stock market and helping to grow and preserve wealth for his clients has not waivered.

He began his career in 1983 at Morgan Stanley and was an early adopter of bespoke professional money management as reflected in the 20+ year track record of his primary equity and covered call portfolio. Mark’s extensive industry experience and unique approach to wealth management has earned him consistent recognition as one of the top financial advisors within Morgan Stanley and the United States.

Mark’s enthusiasm and pursuit of delivering a world class experience for his clients is embraced and amplified by The Tobias Group. The Team has been intentionally built over more than two decades to provide holistic wealth management services to high net-worth individuals and their families across multiple generations.

Mark believes balance is vital to a happy life. He currently resides in Princeton, New Jersey with his wife Lisa. They enjoy playing pickleball, cycling and travelling, but their greatest joy is spending quality time with their grandchildren.


2010-2024 Barron's Top 1,200 Financial Advisors: State-by-State
​Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2022 - Sept 2023.

Jordan Krantz is a third generation Financial Advisor, following in the footsteps of both his Grandfather and Father before him. He has over 25 years of industry experience; he has been a Financial Advisor for more than twenty of those years. As a Financial Advisor, Jordan can help you define and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve. His vast experience has helped his clients navigate the financial markets through good times and bad. In addition, Jordan has access to some of the world’s most seasoned, respected investment professionals, a premiere trading and execution platform and a full spectrum of investment choices. Jordan is Series 7, Series 63, Series 65 and Life and Health Insurance licensed and was recently promoted to First Vice President at Morgan Stanley.

Jordan was born and raised in East Brunswick New Jersey, summering at the Jersey shore. He also enjoys spending time in his favorite city, New Orleans, where he met his wife Kristina and his two step-children, twins Jordan and Jayden. As a self-proclaimed music fanatic, Jordan enjoys live music and tinkering on the piano, guitar and drums. He is also passionate about his favorite sports team, the New York Giants.

NMLS #1371433

Andrew Mercuri is dedicated to helping highly successful families address their complex financial needs.

He began his financial services career at Morgan Stanley in 2017 where he is committed to delivering the outstanding level of service his clients expect and deserve. Andrew takes the time to truly understand the unique and evolving needs of the families that he works with to ensure they are on track to achieve their short- and long-term goals.

Andrew graduated from Indiana University in 2010 and completed the extensive coursework and exam required to obtain his CERTIFIED FINANCIAL PLANNER™ certification in 2019. Andrew has been consistently named to the Firm’s Pacesetter’s Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first-class client service.

Andrew lives in Morristown, NJ with his wife, Danielle, and two children. When not in the office, Andrew enjoys spending time with his family, an occasional round of Golf, and being active in his community.

Mary began her career in the financial services industry in 1987 and joined Morgan Stanley in 2005. She currently holds her Series 7, 63, and 67 licenses and has been a Portfolio Management Associate since 2010.

As a Portfolio Management Associate, she is a skilled and dedicated point of contact for our clients and supports the daily management of client portfolios. With more than 35 years of industry experience, Mary spearheads operations and administration for the team.

Mary is a lifelong resident of Staten Island and lover of country music. She enjoys spending time with her husband Steven and daughter Meagan and day trips to the beach.

Csilla began her financial career on Wall Street in 1986. She joined our predecessor firm, Smith Barney in 1993 as a Registered Associate and has been working with the Tobias Group since 1997. She completed the Portfolio Management Associate program in 2009 and holds her Series 7, 63 and 66 licenses. Most recently, Csilla celebrated her 30th anniversary with the Firm and received the 30 Year Loyal Service Award.

As a Portfolio Management Associate, she supports the team in the daily management of client portfolios as well as the operation of the Tobias Group. Csilla is highly involved in all aspects of the team’s relationships to ensure that clients receive exceptional service. Csilla is a dedicated and knowledgeable resource for our clients and team, with more than 37 years of industry experience and focuses in trusts, retirement, cash management, lending, and estate settlements.

Csilla was born in Transylvania and is fluent in Hungarian. Her interests outside of work revolve around her family and friends. She enjoys cooking, music and a relaxing day at the beach.

Jordan is a Wealth Management Analyst at The Tobias Group. A 2016 graduate of Rutgers University, Jordan transitioned into the financial services industry in 2019 when she joined Morgan Stanley. She currently holds her series 7, 66, 9 and 10 certifications. Jordan’s primary responsibilities include cultivating deep relationships with clients to help them with the financial planning process, assisting in portfolio management, and conducting relevant market research.

Jordan resides in Somerville, NJ. In her free time, she enjoys spending time outside with her extended family, rock-climbing, and running.