Yehuda Wealth Management Group at Morgan Stanley

Golan Yehuda is a Managing Director, Financial Advisor, Family Wealth Director and Certified Financial Planner. He has over 20 years of wealth management experience and has been with Morgan Stanley since 2009.

By putting his clients first and sincerely caring about their well-being, Golan has developed a successful practice focused on servicing the requirements of high net worth individuals and families. Golan strives to provide each client with a highly customized investment plan to help ensure they can both enjoy their wealth and remain financially independent for years to come. He draws upon his broad knowledge and Morgan Stanley’s intellectual capital and vast resources to deliver solutions for a wide variety of needs.

Prior to joining the firm, Golan worked at Wachovia Securities for over 11 years. As a Family Wealth Director, Golan is part of an elite group of Morgan Stanley Financial Advisors that have demonstrated the knowledge and proficiency to help manage the investment, business, passions, and legacy needs of high net worth clients and their families. Family Wealth Directors have direct access to a broad ranging suite of solutions needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth.

Before starting his career in finance, Golan served in the Israeli Defense Forces (IDF) where he acquired strong capabilities in leadership, strategic thinking and communications.

A native to Israel, he resides in Tenafly, NJ with his wife Dana, his son Justin and his daughter Lindsey.

My fascination with the markets started as a teenager. By the time I was 16, I was following my first stock and gaining an understanding about building wealth. This lifelong passion for the financial services industry is what led me to become a Senior Vice President and Family Wealth Advisor at The Yehuda Wealth Management Group at Morgan Stanley.

The favorite parts of my job are building deep relationships with clients and taking something complicated and breaking it down in a simple, straightforward way so they understand their challenges and opportunities. I’ve seen a lot of people go really wrong with their investment or estate planning strategies, so when they come to me, I’m able to help get them back on track. And that all starts by actively listening to their needs, understanding their risk tolerance, and then creating a customized financial plan designed to help them build wealth, retire in comfort, and do more for their family.

I graduated from the SUNY Oneota with a B.S. degree in Business Economics. I landed my first job at an international bank and have gone on to build a 30-year career in financial services. I’ve spent over a decade as a Financial Advisor at Morgan Stanley. Together with my wife, Michelle Ashley Hart we joined The Yehuda Wealth Management Group, where what we offer our clients is truly greater than the sum of the parts. Our goal is to help every client achieve greater confidence.

Outside of work, I’m very involved in my Woodbury community, where I’ve built strong relationships with both business and political leaders. I’ve also spent many years coaching and mentoring local youth. And when it comes time to relax, I enjoy traveling with my wife, Michelle, and our two sons.

My love for the markets began when I was young. After school, I’d sit with my grandfather as he watched the stock market and followed his portfolio with a quiet intensity. This became a tradition—several afternoons a week, whenever he and my grandmother visited. He was passionate about investing, which piqued my interest and sparked my curiosity about how it all worked.

When I was 12, just before the school year began, my father gave me a challenge: invest a fictitious $1,000 in the stock market. At the end of the year, he’d review my performance. The twist? Any “profit” I made would be paid out to me in real dollars. Losses would be paper only. That incentive sparked something in me. I had a chance to explore investing without real risk—but with real reward.

I did my homework, picked well-known companies I believed in—brands I used or admired, like McDonald’s and Walmart—and tracked my investments closely. I bought, sold, and stayed engaged. By year-end, my portfolio had grown, and my dad kept his word. I was hooked.

That spark ignited a lifelong career that’s now spanned over 30 years. When I began, most of my clients were between 50 and 75 years old. Their needs then were different from what they are today. But one thing has remained constant: trust. Many of these relationships have lasted decades. I’ve helped clients build, preserve, and ultimately pass on the wealth they’ve spent a lifetime accumulating.

I’m proud to serve a vital niche of the financial services world: our senior population. This work is more than a job—it’s a calling. I take a hands-on, personalized approach to help ensure my clients’ day-to-day financial needs are met while helping them navigate the broader, often complex decisions that come with aging.

Together, we craft plans that allow them to care for their loved ones and support the causes they cherish. We have meaningful, and sometimes difficult, conversations: reviewing beneficiary designations, reviewing wills and trusts, choosing a power of attorney. These are essential steps to help provide confidence—not just for the client, but for the entire family.

I make a point to involve their trusted family members or friends in the process. When everyone is informed and aligned, outcomes can potentially be better and unnecessary complications—like the probate process—can often be avoided. Over time, many of these family members have become clients themselves. Some of the most rewarding moments of my career have come from serving multiple generations of the same family.

I became a partner at the Yehuda Wealth Management Group at Morgan Stanley because I saw greater opportunities to serve my clients at a higher level. Many of them now rely on me to create legacy income programs—enabling them to donate appreciated stock to foundations and charities, receive tax deductions, and income stream. Others look to me to help fund their grandchildren’s education in a way that’s both thoughtful and tax-efficient.

Prior to joining Yehuda Wealth Management, I held positions at J.P. Morgan Securities, LLC, and Morgan Stanley Private Bank, National Association.

On a personal note, I’m fortunate to work alongside my husband, Seth Hart, who is not only my life partner but also my professional partner. Together, we’re raising two wonderful sons and making the most of every opportunity to travel and explore the world as a family.

Securities Agent: HI, FL, WA, MT, DE, KS, CA, TX, NM, ID, AZ, WY, WI, OH, ND, MD, IL, CT, CO, NH, MO, KY, IN, GA, DC, VA, PA, NV, NJ, NC, SC, NY, LA, RI, MN; General Securities Representative; Investment Advisor Representative, Series 63 and Series 65 and is registered to provide services in Connecticut, New York, and Texas.

NMLS#: 1830774

Matthew is a Senior Vice President, Financial Advisor for The Yehuda Group with a career that began after earning a B.B.A. in Business Management from Dowling College (Long Island) in 1992. In 1996, while working as a Head Teller at Citibank, Matthew was recruited into the securities business by a leading producer at Prudential Securities—an opportunity that grew out of a relationship built over time through day-to-day client interactions. Matthew joined the team as a Senior Assistant in 1996, gained intensive hands-on training, and earned the required securities licenses.

After several years of experience and preparation, Matthew was accepted into the firm’s Financial Advisor Training Program and launched an advisory practice. Later returning to the bank channel, Matthew further refined an advice-driven approach and built a long-term client base, spending two years at Citibank followed by nearly two decades at HSBC in downtown New York City’s Tribeca neighborhood. Committed to continued professional development, Matthew completed CFP^® training and earned the CFP^® certification in 2014.

Outside of work, Matthew is married and has two children—one in Binghamton and another who recently graduated from Flagler College in Florida.

With over 20 years of experience in the financial field, Mark Stofko combines a lifelong love for numbers with a passion for the fast-paced energy of the market. A graduate of Manhattan College, Mark has dedicated his career to more than just portfolio management; he is a true people person who focuses on getting to know what really matters to his clients.

What sets Mark apart is his genuine investment in his clients' success. By building deep relationships, he ensures every financial strategy is aligned with his clients' personal goals. Outside of the office, Mark is an avid fan of baseball and golf, and he enjoys spending his free time drawing, playing baseball and golf.

A graduate of Fairfield University in 2010 with a Bachelor of Science degree in Finance, Joseph has worked in the financial services industry for over 10 years. He joined Morgan Stanley in 2013, and has dedicated himself to providing the most proficient client service experience. Joseph oversees the day to day service needs for Golan’s clients, such as funds transfers, account updates, and executing trades. He strives to ensure that all clients are taking advantage of the firm’s enhanced digital capabilities. This includes running detailed financial plans, and assisting in engagement through the Morgan Stanley online website. Joseph strongly values his relationship with clients, and always treats them with the utmost professionalism and respect.

Joseph resides in Nutley, NJ. He enjoys travelling and spending time with friends and family.

Licenses: Series 7, Series 66

Izzy is a Client Service Associate for The Yehuda Group, spending nearly 4 years with the team. She is a graduate of Nova Southeastern University with a BS in Finance, and minors in Accounting and Management. She also holds an MS in Finance from Baruch College.

Growing up in Connecticut, Izzy enjoys watching the Yankees, visiting her friends and family in Florida, going to the beach, and attending concerts.

Shaun Bensol brings over 10 years of financial services experience to the team. He is responsible for delivering platinum level client service and working with the financial advisors to develop customized financial planning solutions.

As a fully licensed registered associate, Shaun works with the group to monitor and execute client objectives.

Shaun holds a Bachelor's Degree in communications from the S.I. Newhouse School of Public Communications at Syracuse University.

Licenses held: Series 7, 63, 65, Life & Health Insurance

Lucas Intagliata is the newest member of the Yehuda Wealth Management team. He grew up in New Jersey and went to college at UC Berkeley, studying Economics and History. He’s always had a passion for finance, markets and the psychology of decision making. He also studied Italian in high school and college, going abroad to Florence in the Fall of 2023.

Outside of work, Lucas enjoys spending time outdoors and rooting for his favorite New York sports teams.

Licenses held: Series 7, Series 66.