Our job is to help protect and grow your assets. Our mission is to enrich your life.
Cybersecurity and the Affluent Family
A review of best practices to protect your family and your business from cyberattack.
Our job is to help protect and grow your assets. Our mission is to enrich your life.
Our clients lead pretty incredible lives. They have built successful businesses, or lucrative Wall Street or entertainment careers. Most come from middle-class families and are in the process of generating serious wealth through their own talent, hard work and willingness to take well-calculated risks. As a result, they have created extraordinary opportunities for themselves and their families, and they are facing complex wealth management challenges.
Acting as the CFO of their personal financial lives, we work to develop, implement and maintain plans to help our clients protect what they have earned and enjoy the lifestyles they have created. We go all in with every client, working to understand what they need to lead the lives they envision. Then we add our own talents and network to the global resources of our firm to craft a solution that is theirs and theirs alone. We are always thinking about how we can improve our services to better meet their needs, and we never forget that our success is 100% dependent on their trust and satisfaction.
We look forward to learning more about you and your vision of a successful life, and discussing how we can help you achieve it.
We named our team the Abacus Group for two reasons. First, an abacus is a simple device made of beads and string that is capable of performing very complex calculations. Second, it has endured for millennia and is still in use today. That’s what we are trying to do for our clients. We make the complex simple, and we work to help them build something that endures.
Our approach spans the four pillars of wealth management–assets, risk, liability and lifestyle. In many cases, we look to help them make informed decisions about the first three, so they have better choices when it comes to the fourth.
We serve as speed-dial advisors for our clients, eager to help them sort through any financial matter or help in any other way we can.
Shawn Rubin Named to Barron's 2010 "Top 1000 Financial Advisors"
Shawn Rubin Named to Barron's 2011 "Top 1000 Financial Advisors"
Shawn Rubin Named to Barron's 2012 "Top 1000 Financial Advisors"
Shawn Rubin Named to Barron's 2013 "Top 1000 Financial Advisors"
Shawn Rubin Named to Barron's 2014 "Top 1,200 Financial Advisors"
Shawn Rubin Named to Barron's 2015 "Top 1,200 Financial Advisors"
Shawn Rubin Named to Barron's 2016 "Top 1,200 Financial Advisors"
Shawn Rubin Named to Forbes Magazine's "Top 100 Financial Advisors"
Shawn Rubin Named to Barron's 2017 "Top 1,200 Financial Advisors"
Shawn Rubin Named to Forbes Magazine's "Top 250 Wealth Advisors"
Shawn Rubin Named to Barron's 2018 "Top 1,200 Financial Advisors"
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:
1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016
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.
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.
The Founder and senior member of the Abacus Group, Shawn Rubin leads an exceptional team of dedicated professionals who create, implement and maintain comprehensive wealth management plans for financially successful families. Shawn personally oversees the team’s overall investment strategy, monitors and selects investment managers, coordinates trust and estate planning strategies, analyzes alternative investment strategies and focuses on strategies to support clients’ philanthropic efforts. He has over 25 years of financial services industry experience of positively impacting clients' lives and net worth.
Shawn’s dedication to his clients has been recognized by his peers across the financial services industry, including:
• Barron’s Top 100 Advisors in the U.S., 2018
• Barron’s Top 100 Advisors in New York, 2010-2017
• Forbes magazine Top 100 Financial Advisors, 2016
• Forbes Magazine Top 250 Wealth Advisors, 2017
A New Jersey native, Shawn earned his bachelor’s degree in economics from Rutgers University. He and his wife, Suzanne, now live in Rumson with their four children, Jack, Cate, Clare and Grant. Shawn serves on the board of the New York Chapter of Beat the Streets, a wrestling organization devoted to developing the human and athletic potential of urban youth. Shawn and his family enjoy skiing, backyard basketball and almost anything else that gets them running around outdoors.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MN, NC, NH, NJ, NY, OH, OR, PA, PR, TN, TX, VA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Responsible for the client service model and administration of the Abacus Group, Tara oversees a support team that handles all aspects of account maintenance for the team’s clients. Tara also works closely with the team’s clients and their other trusted advisors to coordinate collective efforts ranging from specific employment compliance guidelines to legal and estate planning. She also assists clients with the implementation of their philanthropic strategies utilizing the MS GIFT Donor-Advised Fund. Prior to joining the Abacus Group in 2011, Tara worked with the firms’ Northeast Divisional Management team.
Tara is a graduate of Adelphi University, where she majored in business management with a specialization in finance, and minored in economics. She lives in Westbury, on Long Island, and enjoys spending time in New York City. An avid traveler, Tara plans to continue exploring a new country every year.
Brian Horowitz works closely with the Abacus Group’s sophisticated ultra high net worth clients, focusing primarily on creating and presenting financial reports and customizing asset allocations. His responsibilities also include due diligence on alternative investments and investment managers, and coordinating efforts with the team’s network of accountants, attorneys, insurance agents, and trust and estate planning specialists. A Chartered Financial Analyst® charter holder, Brian joined Abacus Group in 2012. He previously worked in the Morgan Stanley Consulting Group on fee-based accounts.
Brian recently moved to Port Washington, on Long Island, with his wife, Kari, their newborn daughter, Isla, and their dog, Ziggy. He enjoys snowboarding, ice hockey and spending time outdoors.
Wayne Jenq focuses primarily on customizing investment and portfolio solutions for current and prospective clients based on their investment objectives and risk tolerances. This involves researching equity, fixed income and alternative investment managers to identify appropriate strategies. Wayne also works directly with the team’s clients to address their investment and portfolio-related questions, and to execute their trade orders.
Prior to joining the Abacus Group in 2016, Wayne served as an investment strategist at HSBC Private Bank. He began his financial services career as a proprietary trader at T3 Capital. A Chartered Financial Analyst® charterholder, Wayne graduated from the University of Illinois at Urbana Champaign, where he majored in economics. He lives in Manhattan.
Giana D’Avanzo works to deliver an outstanding service experience to clients of the Abacus Group, focusing on account opening and maintenance, and various other day-to-day operations. Prior to joining the team full-time in 2017, Giana interned with the Abacus Group for two summers. This experience provided her with an opportunity to learn about the financial services industry, and to absorb the team’s mission and philosophy.
Giana graduated from Providence College, Summa Cum Laude, in 2017 with a Bachelor’s degree in finance, and recently earned her Series 7 and 66 licenses. At Providence, she served as captain of a Division 1 athletics dance team, a peer mentor for the Liberal Arts Honor’s Program, and was also a member of the Beta Gamma Sigma business honor society. She also had the opportunity to spend a semester in Rome, where she was able to learn about and celebrate her Italian heritage. A native of Merrick, New York, Giana enjoys reading and spending time with family and friends.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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 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
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.
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