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Michael C
Series 66
New York, NY
Morgan Stanley
Michael Cascione is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with six years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Paul U
Series 63
New York, NY
Morgan Stanley
Paul Uhrynowski Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley and its related entities since 1997. Outside of his advisory role, he is involved with the Housatonic Council Boy Scouts of America as an officer on several committees, including serving as president of Jones Family Farm. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning and investment services supported by structured planning tools and broad product access.
Claudia H
Series 66
New York, NY
Morgan Stanley
Claudia Horan is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley since 2018, with prior roles at UBS Financial Services, Broder Commercial, Edens, Artemis Real Estate Partners, New York Life Insurance Company, and Xcel Brands. Outside of her advisory work, she is involved with Sponsors for Educational Opportunity in an administrative capacity. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to develop financial plans.
Anthony A
Series 63, Series 65
New York, NY
Morgan Stanley
Anthony Angilletta is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2020, previously spending five years at MBSC Securities Corporation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through Corporate Financial Planning agreements.
Joseph C
Series 63
New York, NY
Morgan Stanley
Joseph Caporicci is a financial advisor at Morgan Stanley in New York, NY, with 40 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, using structured planning tools and comprehensive investment research.
Amanda R
Series 66
New York, NY
Morgan Stanley
Amanda Richman is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. She has been with Morgan Stanley since 2019. Prior to her advisory role, she worked at Tulane University and Arpeggio Restaurant. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.
Jordan F
Series 66
New York, NY
Morgan Stanley
Jordan Farron is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services Inc and Cerberus Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets.
Hendrik B
Series 66
New York, NY
Morgan Stanley
Hendrik Bosman is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at UBS AG from 2015 to 2023. Outside of his advisory role, Bosman coaches soccer for Philip Wolstenholme Soccer in New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and market modeling. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.
Bruce M
Series 63
New York, NY
Morgan Stanley
Bruce Murray is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.
Dominic V
Series 66
New York, NY
Morgan Stanley
Dominic Venuti is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley since 2023 and has prior experience at several institutions, including the University of Virginia and North Carolina State. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment products and services.
Alexandra J
Series 63, Series 65
New York, NY
Morgan Stanley
Alexandra Justice is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses. She has one year of industry experience, including previous roles at Boeing Company and Bourne Partners, and studied at Duke University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, with clients responsible for plan implementation and updates.
Rebecca W
Series 63
New York, NY
Morgan Stanley
Rebecca Weisberg is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced analytical tools, managing approximately $2.74 trillion in client assets.
Marc K
Series 63, Series 65
New York, NY
Morgan Stanley
Marc Karetsky is a financial advisor with Morgan Stanley Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Barclays Capital Inc. and Lehman Brothers Inc. He serves on the New York Stock Exchange Hearing Board and holds leadership roles with the Temple of Israel in New York and the Camphill Foundation, which supports communities for individuals with moral or social disabilities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.
Tara F
Series 66
New York, NY
Morgan Stanley
Tara Feenaghty is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Her prior roles include positions at Hightower Advisors, Northwestern University Endowment Office, Battery Ventures, and Goldman Sachs. She has also worked at Northwestern University and Glen Ridge High School earlier in her career. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and models.
Alex B
Series 63, Series 65
New York, NY
Morgan Stanley
Alex Buchbinder is a financial advisor at Morgan Stanley in New York, NY, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Flicker, Garelick & Associates and Tepper, Tepper & Kaprowski. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
Frank C
Series 66
New York, NY
Morgan Stanley
Frank Cipollino is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and currently works at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its financial planning process.
Aubrey M
Series 66
New York, NY
Morgan Stanley
Aubrey Maher is a financial advisor with Morgan Stanley in New York, NY. He holds a Series 66 designation and has one year of industry experience, including prior work at Ally Financial. Maher spent 17 years in full-time education before entering the financial services industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.
Christopher M
Series 66
New York, NY
Morgan Stanley
Christopher Melillo is a financial advisor at Morgan Stanley in New York, NY, holding the Series 66 designation. He has prior experience at Point72 Asset Management and Phalanx Investment Partners. Melillo’s background also includes academic and educational roles at Boston College, Fairfield College Preparatory School, and Saint Mary School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
Billy M
Series 63, Series 66
New York, NY
Morgan Stanley
Billy Ma is a financial advisor at Morgan Stanley with 14 years of industry experience. He has held roles at Morgan Stanley since 2019 and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2019. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.
Carey P
Series 63, Series 66
New York, NY
Morgan Stanley
Carey Pitman is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its predecessor Morgan Stanley Smith Barney since 2011, with a brief tenure at Merrill. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.
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