Managing Director, Private Wealth Management, Private Wealth Advisor, Senior Portfolio Management Director, Corporate Cash Investment Director, Alternative Investments Director, Founders Specialist
Phone:
(212) 503-1199(212) 503-1199
Morgan Stanley Private Wealth Management
ZD Group
Our Mission Statement
The ZD Group has consistently earned industry accolades and is currently recognized on the Forbes Best-In-State Wealth Advisors list (2025, 2023) and as Barron’s Top 100 Private Wealth Management Teams (2022). The team was also named on the Forbes Best-In-State Wealth Management Teams list (2023).
WELCOME
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
ESTATE PLANNING
Our experienced professionals are available to discuss various tax, trust and estate strategies with you
and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your
investment plans.
US Legacy Income Trusts Brochure
The U.S. Legacy Income Trusts (Trusts) are next-generation charitable planned giving instruments established by the U.S. Charitable Gift Trust® (Gift Trust), a tax-exempt public charity offering donor-advised funds.
Spousal Lifetime Access Trusts (SLAT) Illustration
A SLAT is a form of irrevocable trust that cannot be amended or terminated except under limited circumstances. View the presentation below to learn more about SLATs.
Gifting the Estate Tax Exemption While Maintaining Access
The gift and estate tax exemption amount is set to increase to $15m in 2026. Many clients wish to use the exemption but are concerned with maintaining control of the funds and maintaining access should they need it.
Concentrated Position Toolkit
The concentrated position toolkit assists in curating and navigating an expansive suite of specialized resources to address concentrated positions.
Equity Compensation Can Have Complex Implications
Your Compensation Package may Include an Equity Plan. Learn more about various equity compensation forms below.
Maximizing Your Equity Compensation
Learn how executives can define a strategy that efficiently navigates the complexities of equity awards to achieve their personal financial goals.
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
MANAGING FAMILY & GENERATIONAL WEALTH
Managing significant family and generational wealth is complex and often raises difficult questions. See the resources below for more information about managing and preserving significant family wealth.
Family Governance and Wealth Education Fact Sheet
Our mission is to help clients maximize the value of their family capital through the transfer and preservation of the family's shared values, and the creation of an enduring family legacy.
Opening Pandora's Box: 10 Rules for Talking to Kids About Money
Discussing family wealth and financial matters with children can be daunting for families. Read the linked article from Glenn Kurlander, Head of Family Governance & Wealth Education at Morgan Stanley, for more information about navigating this delicate subject.
Wealth Education Development Plan
The Family Governance & Wealth Education group helps ultra-high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.
Your Guide to Life and Money Playbook
Our goal is to help prepare the next generation of leaders, parents, philanthropists, innovators, trustees, executors, board members, and investors by empowering you with the knowledge and tools needed to achieve your goals.
Estate Planning Strategies
Tax, Trust & Estate (TTE) strategy has the potential to be incredibly powerful if executed effectively. For a successful TTE plan, it is critical to create a TTE implementation in combination with a TTE strategy.
Importance of a Holistic Approach to Your Wealth Video
Watch the below video from Morgan Stanley Family Office Resources to learn how Morgan Stanley FOR can help integrate family values, philanthropy, and legacy into your unique wealth plan.
Location
Park Ave Plaza, 55 East 52nd Street
28th Floor
New York, NY 10055
US
Direct:
(212) 503-1199(212) 503-1199
Meet ZD Group
Managing Director, Private Wealth Management, Private Wealth Advisor, Global Sports and Entertainment Director, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation, Alternative Investments Director
Phone:
(212) 503-1198(212) 503-1198
Amy Lynn Zipper
Private Wealth Advisor
Phone:
(212) 503-1189(212) 503-1189
John D. Mulligan
Financial Advisor, Senior Vice President
Phone:
(212) 503-1197(212) 503-1197
Financial Advisor, Senior Vice President, Portfolio Management Director, Global Sports and Entertainment Director
Phone:
(212) 503-1195(212) 503-1195
Andrew P. Gallagher, CFP®
Vice President, Financial Advisor, Portfolio Management Director
Phone:
(212) 503-1196(212) 503-1196
Phone:
(212) 503-1192(212) 503-1192
Phone:
(212) 503-1194(212) 503-1194
Jack DePalo, CFP®
Financial Advisor
Phone:
(212) 503-1186(212) 503-1186
Andrew Gates, CFA®
Financial Advisor
Phone:
(212) 503-1170(212) 503-1170
Jack Philbin, CFP®
Financial Advisor
Phone:
(212) 503-1188(212) 503-1188
Eugene Roytman, CFA®*
Investment Consultant, Vice President
Phone:
(212) 503-1128(212) 503-1128
Joe Prusnofsky
Registered Senior Client Service Associate
Phone:
(212) 503-1163(212) 503-1163
Sabrina Parness
Registered Senior Client Service Associate
Phone:
(212) 503-1675(212) 503-1675
Brianna Marinelli
Registered Senior Client Service Associate
Phone:
(212) 503-1055(212) 503-1055
Ned Saliba
Registered Client Service Associate, Financial Planning Specialist*
Phone:
(212) 503-1138(212) 503-1138
Lisa Mijovic
Registered Senior Client Service Associate
Phone:
(212) 503-1044(212) 503-1044
Ryan Belk
Registered Client Service Associate
Phone:
(212) 503-2488(212) 503-2488
Grant Laffey
Registered Associate
About Adam J. Zipper
Adam J. Zipper joined Morgan Stanley Private Wealth Management in 2023 as a Managing Director, Senior Portfolio Manager and Private Wealth Advisor. Adam is the co-founder of the Zipper-Duarte Group, a team of 16 licensed professionals that was ranked by Barron's in 2022 as being one of the Top 100 Private Wealth Management Teams in the Nation and a 2023 Forbes Best in State Wealth Management team*.
Adam has nearly three decades of investment experience in the financial services industry. Prior to joining Morgan Stanley, Adam worked as a Senior Managing Director at First Republic Private Wealth Management. For the 11 years prior, Adam was a Managing Director and Portfolio Manager at J.P. Morgan Securities. Before which, Adams spent 13 years at Smith Barney where he was a member of the firms Director's Council. Adam has been recognized in a number of industry rankings, including Forbes Best-In-State Wealth Advisors, Financial Times 400 Top Financial Advisers
After earning his Bachelor of Arts degree in Business Administration from Emory University’s Goizueta Business School in 1994, Adam began his career at Bear Stearns. Adam currently sits on Goizueta’s advisory board.
1. Forbes Best-In-State Wealth Advisors, 2018, 2020
2018, 2020 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2020). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2. Financial Times 400 Top Financial Advisors, 2018-2019
2018, 2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
3. Forbes America’s Top Wealth Advisors, 2019
Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Sept 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
4. Barron’s Top Private Wealth Management Teams, 2022
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
5. Forbes Best-In-State Wealth Management Teams, 2023
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
6. 2023 Barron's Top 100 Financial Advisors
Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Adam has nearly three decades of investment experience in the financial services industry. Prior to joining Morgan Stanley, Adam worked as a Senior Managing Director at First Republic Private Wealth Management. For the 11 years prior, Adam was a Managing Director and Portfolio Manager at J.P. Morgan Securities. Before which, Adams spent 13 years at Smith Barney where he was a member of the firms Director's Council. Adam has been recognized in a number of industry rankings, including Forbes Best-In-State Wealth Advisors, Financial Times 400 Top Financial Advisers
After earning his Bachelor of Arts degree in Business Administration from Emory University’s Goizueta Business School in 1994, Adam began his career at Bear Stearns. Adam currently sits on Goizueta’s advisory board.
1. Forbes Best-In-State Wealth Advisors, 2018, 2020
2018, 2020 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2020). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2. Financial Times 400 Top Financial Advisors, 2018-2019
2018, 2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
3. Forbes America’s Top Wealth Advisors, 2019
Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Sept 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
4. Barron’s Top Private Wealth Management Teams, 2022
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
5. Forbes Best-In-State Wealth Management Teams, 2023
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
6. 2023 Barron's Top 100 Financial Advisors
Source: Barron's.com (April 2023) Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2021 - Dec 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
NMLS#: 530478
About Joseph L. Duarte
Joseph L. Duarte began his career in the financial services industry in 1991, joining Morgan Stanley Private Wealth Management in 2023 as Managing Director & Private Wealth Advisor. He is co-head of the ZD (Zipper-Duarte) Group at Morgan Stanley’s Private Wealth Management division in New York, a team of advisors, financial planners, investment analysts and client associates that work closely together delivering the vast capabilities of the firm to their clients in a customized manner.
Joe has over a thirty-year career providing customized strategies for affluent individuals and ultra-high net worth families. Together with his team, they pride themselves on building deeply personal relationships with each client and collaborating to find creative solutions for complex issues. His vast experience working with and addressing the needs of professional athletes and entertainers has also earned him the internal designation of Global Sports and Entertainment Director at Morgan Stanley. Additionally, Joe has a deep knowledge in helping private and public company executives navigate the complexities around equity compensation, which has earned him the internal designation of Workplace Advisor – Equity Compensation specialist. Additionally, he also holds the internal designations of Senior Portfolio Management Director and Alternative Investments Director.
Joe’s background is unique in that he founded and operated his own boutique investment firm in 1996 that he grew to prominence while clearing through Paine Webber CSC, and successfully sold his interest prior to joining JP Morgan. Through this experience of owning and operating a business, he developed a greater appreciation and understanding for the challenges that entrepreneurs and business owners face and he draws on this experience to help his clients make important financial decisions. Joe is proud of his immigrant roots and the example his parents set forth when they fled their homeland of Cuba in the late sixties to start over in the United States of America with their five children. He attributes much of his work ethic and commitment to this experience.
Joe has received recognition as a member of Forbes Best-In-State Wealth Advisors, along with “The Zipper-Duarte Group” being named as a Best in State Wealth Management Team and a Barron’s Top 100 Private Wealth Management Team. Prior to joining Morgan Stanley, Joseph served as Managing Director at First Republic Investment Management, a Managing Director at J.P. Morgan Chase, and Bear Stearns. Joe holds a Bachelor of Arts degree in Sociology from the University of Southern New Hampshire and Business Certificate from the Columbia School of Business.
Active in his community, Joe is an Alumni Board member of the Port Washington Youth Association (PYA), a non-profit committed to the empowerment of youth in the community. In 2016, he was inducted into the organization’s Hall of Fame for his 18 years of dedicated community service. Joe resides in Sands Point, NY with his wife and enjoys spending his free time with his wife and four sons, traveling the world, and playing golf.
*Forbes Best-In-State Wealth Advisors 2023
Source: Forbes.com (April 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 6/30/21 - 6/30/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Forbes Best-In-State Wealth Management Teams 2023
Source: Forbes.com (January 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 3/31/21 – 3/31/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Barron’s Top 100 Private Wealth Management Teams 2022
Source: Barron's.com (April 2022) Data compiled by Barron’s based on time period from 12/2020-12/2021. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
Joe has over a thirty-year career providing customized strategies for affluent individuals and ultra-high net worth families. Together with his team, they pride themselves on building deeply personal relationships with each client and collaborating to find creative solutions for complex issues. His vast experience working with and addressing the needs of professional athletes and entertainers has also earned him the internal designation of Global Sports and Entertainment Director at Morgan Stanley. Additionally, Joe has a deep knowledge in helping private and public company executives navigate the complexities around equity compensation, which has earned him the internal designation of Workplace Advisor – Equity Compensation specialist. Additionally, he also holds the internal designations of Senior Portfolio Management Director and Alternative Investments Director.
Joe’s background is unique in that he founded and operated his own boutique investment firm in 1996 that he grew to prominence while clearing through Paine Webber CSC, and successfully sold his interest prior to joining JP Morgan. Through this experience of owning and operating a business, he developed a greater appreciation and understanding for the challenges that entrepreneurs and business owners face and he draws on this experience to help his clients make important financial decisions. Joe is proud of his immigrant roots and the example his parents set forth when they fled their homeland of Cuba in the late sixties to start over in the United States of America with their five children. He attributes much of his work ethic and commitment to this experience.
Joe has received recognition as a member of Forbes Best-In-State Wealth Advisors, along with “The Zipper-Duarte Group” being named as a Best in State Wealth Management Team and a Barron’s Top 100 Private Wealth Management Team. Prior to joining Morgan Stanley, Joseph served as Managing Director at First Republic Investment Management, a Managing Director at J.P. Morgan Chase, and Bear Stearns. Joe holds a Bachelor of Arts degree in Sociology from the University of Southern New Hampshire and Business Certificate from the Columbia School of Business.
Active in his community, Joe is an Alumni Board member of the Port Washington Youth Association (PYA), a non-profit committed to the empowerment of youth in the community. In 2016, he was inducted into the organization’s Hall of Fame for his 18 years of dedicated community service. Joe resides in Sands Point, NY with his wife and enjoys spending his free time with his wife and four sons, traveling the world, and playing golf.
*Forbes Best-In-State Wealth Advisors 2023
Source: Forbes.com (April 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 6/30/21 - 6/30/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Forbes Best-In-State Wealth Management Teams 2023
Source: Forbes.com (January 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 3/31/21 – 3/31/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Barron’s Top 100 Private Wealth Management Teams 2022
Source: Barron's.com (April 2022) Data compiled by Barron’s based on time period from 12/2020-12/2021. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
NMLS#: 530019
About Amy Lynn Zipper
Amy Zipper is a Private Wealth Advisor with the ZD Group in Morgan Stanley’s Private Wealth Management division in New York. The ZD group at Morgan Stanley Private Wealth Management is a nationally recognized wealth management team, ranked by Barron’s in 2022 as being one of the Top 100 Private Wealth Management Teams in the Nation and a 2023 Forbes Best in State Wealth Management Team. Given her more than two decades of legal, investment, financial, and family office experience, Amy brings a distinctive legal and estate planning background and investment approach to working with clients.
Prior to joining Morgan Stanley, Amy was a c-suite executive of several investment firms through which she developed a greater appreciation and understanding of the challenges that entrepreneurs, families, executives and business owners face. Prior to her executive experience, Amy was an estate planning attorney (not practicing at Morgan Stanley) at Sullivan & Cromwell, Schulte Roth & Zabel and Gunster where she designed trust & estate, governance, family succession, philanthropy and tax plans for CEOs, business owners, multi-generational families, women professionals, celebrities and professional athletes, business owners and entrepreneurs. Given her legal background and extensive investment experience, Amy is well versed on complex investment strategies and the importance of incorporating tax-efficient investment and estate planning strategies into wealth management. She devotes this extensive experience and a proactive counseling approach to help support her clients in various aspects of their lives.
Amy has a B.A. from Johns Hopkins University where she graduated Phi Beta Kappa and currently serves on its Advisory Board of the Krieger School of Arts and Sciences. She received her J.D. from NYU School of Law and is a member of the New York, Connecticut and Florida Bars. She is a dedicated wife and mother of 3 children and a dog, food allergy solutions advocate, travel and outdoor enthusiast, former collegiate tennis player, and new golfer.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; General Securities Representative; Investment Advisor Representative
Disclaimers:
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from3/31/21-3/31/22.
Barron's Top 100 Private Wealth Management Teams
Source: barrons.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
Prior to joining Morgan Stanley, Amy was a c-suite executive of several investment firms through which she developed a greater appreciation and understanding of the challenges that entrepreneurs, families, executives and business owners face. Prior to her executive experience, Amy was an estate planning attorney (not practicing at Morgan Stanley) at Sullivan & Cromwell, Schulte Roth & Zabel and Gunster where she designed trust & estate, governance, family succession, philanthropy and tax plans for CEOs, business owners, multi-generational families, women professionals, celebrities and professional athletes, business owners and entrepreneurs. Given her legal background and extensive investment experience, Amy is well versed on complex investment strategies and the importance of incorporating tax-efficient investment and estate planning strategies into wealth management. She devotes this extensive experience and a proactive counseling approach to help support her clients in various aspects of their lives.
Amy has a B.A. from Johns Hopkins University where she graduated Phi Beta Kappa and currently serves on its Advisory Board of the Krieger School of Arts and Sciences. She received her J.D. from NYU School of Law and is a member of the New York, Connecticut and Florida Bars. She is a dedicated wife and mother of 3 children and a dog, food allergy solutions advocate, travel and outdoor enthusiast, former collegiate tennis player, and new golfer.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; General Securities Representative; Investment Advisor Representative
Disclaimers:
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from3/31/21-3/31/22.
Barron's Top 100 Private Wealth Management Teams
Source: barrons.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
NMLS#: 2634904
About Me
John Mulligan joined Morgan Stanley as Senior Vice President, Financial Advisor. Throughout his twelve-year career he has dedicated himself to assisting ultra-high net worth families, entrepreneurs, and corporate executives in achieving their financial goals.
John has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams and Forbes Best-In-State Wealth Management Teams. Prior to joining Morgan Stanley, John developed as a Financial Advisor at First Republic Investment Management and began his career at J.P. Morgan Securities. He received his Bachelor of Arts degree in Political Science and is a graduate from the University of Wisconsin.
Outside of Morgan Stanley, John teaches teens and youths about the importance of higher education and encourages them to apply to college. He actively volunteers with the Brooklyn Youth Sports Club, an organization committed to helping students enroll in college with and emphasis on high-level performance on the basketball court and in the classroom.
1. Barron’s Top Private Wealth Management Teams, 2022
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
2. Forbes Best-In-State Wealth Management Teams, 2023
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
John has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams and Forbes Best-In-State Wealth Management Teams. Prior to joining Morgan Stanley, John developed as a Financial Advisor at First Republic Investment Management and began his career at J.P. Morgan Securities. He received his Bachelor of Arts degree in Political Science and is a graduate from the University of Wisconsin.
Outside of Morgan Stanley, John teaches teens and youths about the importance of higher education and encourages them to apply to college. He actively volunteers with the Brooklyn Youth Sports Club, an organization committed to helping students enroll in college with and emphasis on high-level performance on the basketball court and in the classroom.
1. Barron’s Top Private Wealth Management Teams, 2022
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
2. Forbes Best-In-State Wealth Management Teams, 2023
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
NMLS#: 956384
About Me
Andrew Damato is a Senior Vice President and founding partner of the ZD Group at Morgan Stanley Private Wealth Management, a 19-member team. Throughout his career, he has focused on tailoring multi-faceted planning and investment strategies to ultra-high net worth families, financial professionals, corporate executives, founders, and athletes. His breadth of experience has earned him the titles of Portfolio Management Director and Global Sports and Entertainment Director.
Andrew has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams in 2022, Forbes Best-In-State Wealth Management Teams in 2023, and Forbes Top Next-Gen Wealth Advisors in 2025. Before Morgan Stanley, he spent his career at J.P. Morgan and First Republic Private Wealth Management. Andrew graduated with a Bachelor of Science degree in Finance and Economics from Manhattan University, and continually utilizes the resources available at Morgan Stanley to strengthen and cultivate relationships with the families he serves. Andrew enjoys spending his spare time with his wife and son, traveling and enjoying everything New York City has to offer.
1. Barron’s Top Private Wealth Management Teams, 2022
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
2. Forbes Best-In-State Wealth Management Teams, 2023
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
3. Forbes Top Next-Gen Wealth Advisors Best-In-State, 2025
Forbes Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/24-3/31/25.
NMLS#: 816285
Andrew has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams in 2022, Forbes Best-In-State Wealth Management Teams in 2023, and Forbes Top Next-Gen Wealth Advisors in 2025. Before Morgan Stanley, he spent his career at J.P. Morgan and First Republic Private Wealth Management. Andrew graduated with a Bachelor of Science degree in Finance and Economics from Manhattan University, and continually utilizes the resources available at Morgan Stanley to strengthen and cultivate relationships with the families he serves. Andrew enjoys spending his spare time with his wife and son, traveling and enjoying everything New York City has to offer.
1. Barron’s Top Private Wealth Management Teams, 2022
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
2. Forbes Best-In-State Wealth Management Teams, 2023
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
3. Forbes Top Next-Gen Wealth Advisors Best-In-State, 2025
Forbes Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/24-3/31/25.
NMLS#: 816285
NMLS#: 816285
About Me
Andrew Gallagher is a Vice President, Financial Advisor, and CERTIFIED FINANCIAL PLANNER® professional based in Morgan Stanley’s Private Wealth Management headquarters in Manhattan. With extensive experience tailoring holistic financial plans and custom investment strategies for each client, Andrew is committed to working with ultra-high net worth individuals, founders & business owners, as well as corporate executives to help ensure their wealth is preserved for future generations.
Andrew has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams in 2022 and Forbes Best-In-State Wealth Management Teams in 2023. Before beginning his career at Morgan Stanley, Andrew spent time as a Financial Advisor at First Republic Investment Management and J.P. Morgan Securities, along the way receiving the CERTIFIED FINANCIAL PLANNER® designation.
Andrew earned his Bachelor of Science in Finance from Fairfield University, where he was a member of the university’s baseball team and set multiple school records. In his spare time, Andrew enjoys traveling, exploring NYC’s ever-evolving restaurant scene, as well as exercising and golfing.
Andrew has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams in 2022 and Forbes Best-In-State Wealth Management Teams in 2023. Before beginning his career at Morgan Stanley, Andrew spent time as a Financial Advisor at First Republic Investment Management and J.P. Morgan Securities, along the way receiving the CERTIFIED FINANCIAL PLANNER® designation.
Andrew earned his Bachelor of Science in Finance from Fairfield University, where he was a member of the university’s baseball team and set multiple school records. In his spare time, Andrew enjoys traveling, exploring NYC’s ever-evolving restaurant scene, as well as exercising and golfing.
NMLS#: 2492173
About Me
Christopher C. Gates joined Morgan Stanley Private Wealth Management in 2023 as Managing Director, Private Wealth Advisor. Across his four decades in wealth management, Christopher continually seeks to provide impactful, diverse investing strategies to individuals of significant wealth, including philanthropists, business executives, media professionals, venture capitalists and artists.
Christopher has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams and Forbes Best-In-State Wealth Management Teams. Prior to joining Morgan Stanley, Christopher was a Managing Director at First Republic Investment Management, after a three-decade tenure at J.P. Morgan Securities. He began his career in 1974 at the Morgan Guaranty Trust Company after being graduated from Dartmouth College with an A.B. in English.
Making a difference has always been important to Christopher. He volunteers with the School For Leadership of the Mastery Foundation. He serves as a financial sponsor, school builder, faculty member, coach, and program leader with grassroots community leaders in Northern Ireland, Israel, and the United States. Additionally, Christopher appears as a television and film actor and is a member of SAG-AFTRA.
1. Barron’s Top Private Wealth Management Teams, 2022
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
2. Forbes Best-In-State Wealth Management Teams, 2023
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Christopher has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams and Forbes Best-In-State Wealth Management Teams. Prior to joining Morgan Stanley, Christopher was a Managing Director at First Republic Investment Management, after a three-decade tenure at J.P. Morgan Securities. He began his career in 1974 at the Morgan Guaranty Trust Company after being graduated from Dartmouth College with an A.B. in English.
Making a difference has always been important to Christopher. He volunteers with the School For Leadership of the Mastery Foundation. He serves as a financial sponsor, school builder, faculty member, coach, and program leader with grassroots community leaders in Northern Ireland, Israel, and the United States. Additionally, Christopher appears as a television and film actor and is a member of SAG-AFTRA.
1. Barron’s Top Private Wealth Management Teams, 2022
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
2. Forbes Best-In-State Wealth Management Teams, 2023
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
NMLS#: 530069
About Me
Nicholas Duarte is a Vice President and Financial Advisor on The ZD Group at Morgan Stanley. He is based in Morgan Stanley's 101 Park Avenue office in Manhattan. His time is spent developing customized wealth management plans for high net worth and ultra high net worth individuals. This includes investment management, balance sheet management, and multi generational trust & estate planning strategies for founders, early employees, C-Suite executives, venture capitalists, athletes and entertainers.
Nick has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams and Forbes Best-In-State Wealth Management Teams. Before joining Morgan Stanley, Nick spent time as a Financial Advisor at First Republic Investment Management and J.P. Morgan Securities. Nick obtained the Certified Financial Planner Designation after
receiving his Certificate of Financial Planning from NYU.
Nick graduated from Siena College with a Bachelor of Arts degree in History and minor in Business and was also a Division 1 athlete on Siena’s Baseball team.
Nick grew up in Long Island and currently resides in Manhattan. He enjoys traveling, trying new restaurants and exercising.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
Nick has received industry recognition as a member of one of Barron’s Top 100 Private Wealth Management Teams and Forbes Best-In-State Wealth Management Teams. Before joining Morgan Stanley, Nick spent time as a Financial Advisor at First Republic Investment Management and J.P. Morgan Securities. Nick obtained the Certified Financial Planner Designation after
receiving his Certificate of Financial Planning from NYU.
Nick graduated from Siena College with a Bachelor of Arts degree in History and minor in Business and was also a Division 1 athlete on Siena’s Baseball team.
Nick grew up in Long Island and currently resides in Manhattan. He enjoys traveling, trying new restaurants and exercising.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Barron's Top 100 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2022) Data compiled by Barron's based on time period from Dec 2020 - Dec 2021.
NMLS#: 2489823
About Jack DePalo, CFP®
Jack DePalo is a Financial Advisor and Certified Financial Planner® with The ZD Group at Morgan Stanley Private Wealth Management in New York City.
Prior to becoming a Financial Advisor, Jack held various roles at leading financial institutions such as HSBC, JP Morgan Chase, and First Republic Wealth Management. In his roles with these firms, he was responsible for working with High-Net-Worth Families and their advisors in various aspects of financial management, planning, and investment analysis.
Jack is a graduate of the Marist College School of Business Management where he obtained his B.S. in Finance as a member of the institution’s Dean’s List and holds a Certificate of Financial Planning from NYU. Throughout his time at Marist, Jack was a member of the Men’s Club Golf Team while pursuing his studies. He currently resides in New York City with his fiancée and enjoys all that New York City has to offer from fine dining and visiting museums, to attending concerts and sporting events. Jack is also an avid golfer and passionate football fan.
Jack and his team, the ZD Group, have received industry recognition as members of one of Barron’s Top 100 Private Wealth Management Teams* and Forbes Best-In-State Wealth Management Teams*
*Forbes Best-In-State Wealth Management Teams 2023
Source: Forbes.com (January 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 3/31/21 – 3/31/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Barron’s Top 100 Private Wealth Management Teams 2022
Source: Barron's.com (April 2022) Data compiled by Barron’s based on time period from 12/2020-12/2021. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
Prior to becoming a Financial Advisor, Jack held various roles at leading financial institutions such as HSBC, JP Morgan Chase, and First Republic Wealth Management. In his roles with these firms, he was responsible for working with High-Net-Worth Families and their advisors in various aspects of financial management, planning, and investment analysis.
Jack is a graduate of the Marist College School of Business Management where he obtained his B.S. in Finance as a member of the institution’s Dean’s List and holds a Certificate of Financial Planning from NYU. Throughout his time at Marist, Jack was a member of the Men’s Club Golf Team while pursuing his studies. He currently resides in New York City with his fiancée and enjoys all that New York City has to offer from fine dining and visiting museums, to attending concerts and sporting events. Jack is also an avid golfer and passionate football fan.
Jack and his team, the ZD Group, have received industry recognition as members of one of Barron’s Top 100 Private Wealth Management Teams* and Forbes Best-In-State Wealth Management Teams*
*Forbes Best-In-State Wealth Management Teams 2023
Source: Forbes.com (January 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 3/31/21 – 3/31/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Barron’s Top 100 Private Wealth Management Teams 2022
Source: Barron's.com (April 2022) Data compiled by Barron’s based on time period from 12/2020-12/2021. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
NMLS#: 2772356
About Andrew Gates, CFA®
I am a Financial Advisor with the ZD Group, a team of 18 licensed wealth management professionals. Joining Morgan Stanley Private Wealth Management in 2023, our 11 advisors hold decades of combined advisory experience and have been named in Forbes’ Best-in-State Wealth Advisors in 2023 and 2025 and Barron’s Top 100 Private Wealth Management Teams in 2022.*
Over the course of four years with the ZD Group, I have supported the financial empowerment of a diverse base of high net worth, ultra-high net worth, and institutional clients through a total wealth planning approach that integrates comprehensive financial planning, investment strategy and portfolio construction, detailed risk analytics and performance monitoring, and the development of customized investment and tax management solutions.
In collaboration with our extensive resources across the firm, our team’s bespoke service model provides clients with a single point of access to a full suite of financial and advisory services, custom-tailored to their individual needs. These include: cash management and lending; insurance solutions; alternative investments, with corresponding due diligence and allocation guidance; trust and estate planning strategies; planned giving and philanthropy management; next generation wealth education; and an array of dedicated services for business owners and corporate executives, such as equity compensation and business succession planning.
After earning a B.A. in Comparative Literature from Dartmouth College, I received an M.A. in French (Yale University) and an M.A. in Ethics (Union Theological Seminary), before completing a Ph.D. in Government in 2020 at the University of Virginia, where I served as Lecturer in the Department of Politics and was the recipient of multiple teaching awards. My scholarship has been published in International Studies Quarterly.
I received my CFA® Charter from the Chartered Financial Analyst Institute in 2024. I am a designated Financial Planning Specialist and a licensed Life and Health Insurance and Annuities Agent/Broker in the State of New York.
*Forbes Best-In-State Wealth Advisors 2025
Source: Forbes.com (April 2025) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 6/30/23 - 6/30/24. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Forbes Best-In-State Wealth Advisors 2023
Source: Forbes.com (April 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 6/30/21 - 6/30/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Barron’s Top 100 Private Wealth Management Teams 2022
Source: Barron's.com (April 2022) Data compiled by Barron’s based on time period from 12/2020-12/2021. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
Over the course of four years with the ZD Group, I have supported the financial empowerment of a diverse base of high net worth, ultra-high net worth, and institutional clients through a total wealth planning approach that integrates comprehensive financial planning, investment strategy and portfolio construction, detailed risk analytics and performance monitoring, and the development of customized investment and tax management solutions.
In collaboration with our extensive resources across the firm, our team’s bespoke service model provides clients with a single point of access to a full suite of financial and advisory services, custom-tailored to their individual needs. These include: cash management and lending; insurance solutions; alternative investments, with corresponding due diligence and allocation guidance; trust and estate planning strategies; planned giving and philanthropy management; next generation wealth education; and an array of dedicated services for business owners and corporate executives, such as equity compensation and business succession planning.
After earning a B.A. in Comparative Literature from Dartmouth College, I received an M.A. in French (Yale University) and an M.A. in Ethics (Union Theological Seminary), before completing a Ph.D. in Government in 2020 at the University of Virginia, where I served as Lecturer in the Department of Politics and was the recipient of multiple teaching awards. My scholarship has been published in International Studies Quarterly.
I received my CFA® Charter from the Chartered Financial Analyst Institute in 2024. I am a designated Financial Planning Specialist and a licensed Life and Health Insurance and Annuities Agent/Broker in the State of New York.
*Forbes Best-In-State Wealth Advisors 2025
Source: Forbes.com (April 2025) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 6/30/23 - 6/30/24. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Forbes Best-In-State Wealth Advisors 2023
Source: Forbes.com (April 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 6/30/21 - 6/30/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Barron’s Top 100 Private Wealth Management Teams 2022
Source: Barron's.com (April 2022) Data compiled by Barron’s based on time period from 12/2020-12/2021. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
NMLS#: 2683053
About Jack Philbin, CFP®
Jack Philbin is a Financial Advisor and Certified Financial Planner® with The ZD Group at Morgan Stanley Private Wealth Management in New York City.
Prior to joining Morgan Stanley, Jack worked in Wealth Management at JP Morgan Securities and First Republic Securities. In his roles with these firms, he was responsible for working with High-Net-Worth Families and their advisors in various aspects of financial management, planning, and investment analysis.
Jack and his team, the ZD Group, have received industry recognition as members of one of Barron’s Top 100 Private Wealth Management Teams* and Forbes Best-In-State Wealth Management Teams*
*Forbes Best-In-State Wealth Management Teams 2023
Source: Forbes.com (January 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 3/31/21 – 3/31/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Barron’s Top 100 Private Wealth Management Teams 2022
Source: Barron's.com (April 2022) Data compiled by Barron’s based on time period from 12/2020-12/2021. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
Prior to joining Morgan Stanley, Jack worked in Wealth Management at JP Morgan Securities and First Republic Securities. In his roles with these firms, he was responsible for working with High-Net-Worth Families and their advisors in various aspects of financial management, planning, and investment analysis.
Jack and his team, the ZD Group, have received industry recognition as members of one of Barron’s Top 100 Private Wealth Management Teams* and Forbes Best-In-State Wealth Management Teams*
*Forbes Best-In-State Wealth Management Teams 2023
Source: Forbes.com (January 2023) Data compiled by SHOOK Research LLC in partnership with Forbes based on time period from 3/31/21 – 3/31/22. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
*Barron’s Top 100 Private Wealth Management Teams 2022
Source: Barron's.com (April 2022) Data compiled by Barron’s based on time period from 12/2020-12/2021. For criteria & methodology, go to Awards Disclosures | Morgan Stanley
NMLS#: 2683053
About Eugene Roytman, CFA®*
Eugene is a seasoned Investment Consultant with over two decades of research experience. He leads the ZD Group and its portfolio managers in investment research efforts. Eugene heads the team’s investment committee, where he oversees monthly meetings, spearheads research efforts, and supervises all investment strategies within the group.
Eugene holds a bachelor’s degree in finance and accounting from NYU Stern School of Business and began his career at Deutsche Bank, where he honed his skills as a research analyst and laid a robust analytical foundation. Eugene resides in New York City and enjoys spending time with his wife and two sons, being active in his community, and bicycle riding.
Eugene is a Chartered Financial Analyst CFA®* charterholder and currently holds the General Securities Representative Qualification Examination (Series 7), the General Securities Principal Qualification Examination (Series 24), the Equity Trader Representative Examination (Series 55), the Securities Trader Representative Examination (Series 57), and the Uniform Securities Agent State Law Examination (Series 63) FINRA licenses.
*This role cannot solicit or provide investment advice
Eugene holds a bachelor’s degree in finance and accounting from NYU Stern School of Business and began his career at Deutsche Bank, where he honed his skills as a research analyst and laid a robust analytical foundation. Eugene resides in New York City and enjoys spending time with his wife and two sons, being active in his community, and bicycle riding.
Eugene is a Chartered Financial Analyst CFA®* charterholder and currently holds the General Securities Representative Qualification Examination (Series 7), the General Securities Principal Qualification Examination (Series 24), the Equity Trader Representative Examination (Series 55), the Securities Trader Representative Examination (Series 57), and the Uniform Securities Agent State Law Examination (Series 63) FINRA licenses.
*This role cannot solicit or provide investment advice
NMLS#: 2489006
About Joe Prusnofsky
Joe Prusnofsky is a Registered Senior Client Service Associate at Morgan Stanley Private Wealth Management, supporting the ZD Group where he works alongside senior advisors to provide high quality operational, trading, and administrative services to clients.
He began his career at JP Morgan, where he supported the fixed income, foreign exchange, and equity trading desks over multiple years. Prior to joining Morgan Stanley, Joe held previous roles at First Republic Wealth Management and JP Morgan Securities.
Joe graduated from the University of Massachusetts – Amherst with a degree in business administration where he majored in finance and economics. He earned his MBA from NYU Stern School of Business. Joe resides in Long Island, New York with his wife Gabrielle.
Joe currently holds the General Securities Representative Qualification Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Investment Adviser Law Examination (Series 65) FINRA licenses.
He began his career at JP Morgan, where he supported the fixed income, foreign exchange, and equity trading desks over multiple years. Prior to joining Morgan Stanley, Joe held previous roles at First Republic Wealth Management and JP Morgan Securities.
Joe graduated from the University of Massachusetts – Amherst with a degree in business administration where he majored in finance and economics. He earned his MBA from NYU Stern School of Business. Joe resides in Long Island, New York with his wife Gabrielle.
Joe currently holds the General Securities Representative Qualification Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Investment Adviser Law Examination (Series 65) FINRA licenses.
About Sabrina Parness
Sabrina is a Registered Senior Client Service Associate at Morgan Stanley Private Wealth Management, supporting the ZD Group where she plays a key role in delivering high-level operational support and client service to ultra-high-net-worth individuals and families. Originally from San Francisco, she began her career at Morgan Stanley in 2020 as a Registered Client Associate in the San Francisco Private Wealth Management office. She demonstrates a consistent commitment to excellence, contributing to a collaborative environment focused on precision, responsiveness, and trust.
Sabrina holds a bachelor's degree in economics from Santa Clara University, where she concentrated in econometrics. She excels at navigating complex accounts and enhances the client experience with tailored support designed to help meet the varying needs of ultra-high net worth clients. Sabrina resides in New York City and, in her free time, enjoys traveling abroad and spending time with her friends and family.
Sabrina currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
Sabrina holds a bachelor's degree in economics from Santa Clara University, where she concentrated in econometrics. She excels at navigating complex accounts and enhances the client experience with tailored support designed to help meet the varying needs of ultra-high net worth clients. Sabrina resides in New York City and, in her free time, enjoys traveling abroad and spending time with her friends and family.
Sabrina currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
About Brianna Marinelli
Brianna is a Registered Senior Client Service Associate at Morgan Stanley Private Wealth Management, supporting the ZD Group where she works closely with her client support team and senior advisors to deliver a seamless client experience. Originally from Massapequa, New York, Brianna graduated from Bentley University where she earned a bachelor’s degree in finance and marketing.
Brianna previously held positions at New York Community Bank as a credit analyst and Northwestern Mutual as a licensed agent. Brianna has a passion for working closely with clients and their families to assist them with planning for their future and promoting financial literacy for the next generation.
In her spare time, Brianna is an avid runner, who recently completed the New York City marathon and enjoys running, traveling and spending time in Montauk, New York with her family and friends.
Brianna currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
Brianna previously held positions at New York Community Bank as a credit analyst and Northwestern Mutual as a licensed agent. Brianna has a passion for working closely with clients and their families to assist them with planning for their future and promoting financial literacy for the next generation.
In her spare time, Brianna is an avid runner, who recently completed the New York City marathon and enjoys running, traveling and spending time in Montauk, New York with her family and friends.
Brianna currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
About Ned Saliba
Ned is a Registered Client Service Associate with the ZD Group, where he strives to provide the highest quality service and experience to clients. He joined Morgan Stanley in 2022 as a financial planner, supporting teams around the country, before transitioning to the ZD Group.
Ned grew up on the South Shore of Boston, Massachusetts and graduated from the College of the Holy Cross with bachelor’s degrees in classics and political science. During his time at Holy Cross, he was a portfolio manager in the college’s investment fund and led a team of analysts. Ned was drawn to wealth management by his love for markets and fostering relationships.
Ned resides in Manhattan and enjoys exploring New York City’s restaurant scene, reading philosophy, and following markets.
Ned has the Financial Planning Specialist* designation and currently holds the General Securities Representative Qualification Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Investment Adviser Law Examination (Series 65) FINRA licenses.
*This role cannot solicit or provide investment advice
Ned grew up on the South Shore of Boston, Massachusetts and graduated from the College of the Holy Cross with bachelor’s degrees in classics and political science. During his time at Holy Cross, he was a portfolio manager in the college’s investment fund and led a team of analysts. Ned was drawn to wealth management by his love for markets and fostering relationships.
Ned resides in Manhattan and enjoys exploring New York City’s restaurant scene, reading philosophy, and following markets.
Ned has the Financial Planning Specialist* designation and currently holds the General Securities Representative Qualification Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Investment Adviser Law Examination (Series 65) FINRA licenses.
*This role cannot solicit or provide investment advice
About Lisa Mijovic
Lisa is a Registered Senior Client Service Associate at Morgan Stanley Private Wealth Management supporting the ZD Group. She is passionate about delivering exceptional service and the vast resources of Morgan Stanley Private Wealth Management to her clients. She thrives on building meaningful relationships and helping clients achieve their financial goals.
Lisa is a native New Yorker having been born in New York City and raised between New York and Italy’s picturesque Amalfi Coast. She graduated from NYU Stern School of Business with a bachelor’s degree in finance and management and a minor in mathematics. During her time at NYU, Lisa was a dedicated member of the varsity tennis team for all four years and served as team captain. Her leadership on and off the court laid the foundation for her collaborative and client-focused professional approach.
Prior to Joining the ZD Group at Morgan Stanley, Lisa worked for the Merrill Lynch Private Bank, where she spent ten years working on high-performing teams in both New York City and Los Angeles. She currently resides in Forest Hills with her husband, their son, and their dog, Lo Mein.
Lisa currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
Lisa is a native New Yorker having been born in New York City and raised between New York and Italy’s picturesque Amalfi Coast. She graduated from NYU Stern School of Business with a bachelor’s degree in finance and management and a minor in mathematics. During her time at NYU, Lisa was a dedicated member of the varsity tennis team for all four years and served as team captain. Her leadership on and off the court laid the foundation for her collaborative and client-focused professional approach.
Prior to Joining the ZD Group at Morgan Stanley, Lisa worked for the Merrill Lynch Private Bank, where she spent ten years working on high-performing teams in both New York City and Los Angeles. She currently resides in Forest Hills with her husband, their son, and their dog, Lo Mein.
Lisa currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
About Ryan Belk
Ryan Belk is a Registered Client Service Associate with the ZD Group where he works alongside senior advisors to provide exceptional service to clients.
Ryan graduated from Yale University with a bachelor’s degree in economics. While at Yale, he was a Division I student-athlete and leader on the football team.
Born and raised in Parkland, Florida, Ryan is passionate about serving others. In his free time, he enjoys spending time with his family and friends, golfing, and taking in all the culture and wonderful variety of food that New York City has to offer.
Ryan currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
Ryan graduated from Yale University with a bachelor’s degree in economics. While at Yale, he was a Division I student-athlete and leader on the football team.
Born and raised in Parkland, Florida, Ryan is passionate about serving others. In his free time, he enjoys spending time with his family and friends, golfing, and taking in all the culture and wonderful variety of food that New York City has to offer.
Ryan currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
About Grant Laffey
Grant is a Registered Associate at Morgan Stanley Private Wealth Management, supporting the ZD Group in identifying new opportunities for growth and business development. He works closely with the team’s CERTIFIED FINANCIAL PLANNER® certificants to deliver tailored financial solutions that align with each client’s unique goals and objectives.
Grant holds a bachelor’s degree in Consumer Behavior and Marketplace Studies from the University of Wisconsin and resides in New York City. In his spare time, Grant enjoys playing guitar, grilling, traveling and seeking out new experiences and perspectives that enrich both his personal and professional life.
Grant currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
Grant holds a bachelor’s degree in Consumer Behavior and Marketplace Studies from the University of Wisconsin and resides in New York City. In his spare time, Grant enjoys playing guitar, grilling, traveling and seeking out new experiences and perspectives that enrich both his personal and professional life.
Grant currently holds the General Securities Representative Qualification Examination (Series 7) and the Uniform Combined State Law Examination (Series 66) FINRA licenses.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
