“We are what we repeatedly do. Excellence, then, is not an act, but a habit” – ARISTOTLE
Cybersecurity and the Affluent Family
A review of best practices to protect your family and your business from cyberattack.
“We are what we repeatedly do. Excellence, then, is not an act, but a habit” – ARISTOTLE
The Apollo Group at Morgan Stanley Private Wealth Management (PWM) and The Global Sports and Entertainment Division (GSE) is a deeply experienced, nationally recognized team that focuses exclusively on the complex wealth management needs of highly affluent families and individuals, top professional athletes, renowned entertainers, prominent executives and family offices.
The Apollo Group was founded on two indisputable principles: putting clients first and leading with exceptional ideas. Our approach is comprehensive and holistic – team members are active participants in the financial lives of our clients and approach all objectives creatively and resourcefully with thoughtful analysis, sound judgment and relentless follow-through.
Visit our team brochure: The Apollo Group - Team Brochure
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
Visit our team brochure: Global Sports and Entertainment Team Brochure
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.
Ken Morris – New York Magazine’s Five Star Wealth Managers in NY – 2015
Jared Katzman - New York Magazine’s Five Star Wealth Managers in NY – 2017
Fortune Macri - New York Magazine’s Five Star Wealth Managers in NY – 2017, 2016
Jared Katzman _ Forbes Top Next Generation Wealth Advisors.pdf
As head of The Apollo Group, Steve Condos plays a leading role in all aspects of the team’s business including wealth management, business development and client servicing. His areas of concentration include investment management and portfolio construction.
Steve has been named among Barron's Top 1,200 Financial Advisors, Forbes’ Best – in – State Wealth Advisors, Financial Times’ FT 400 Top Financial Advisors and REP Magazine’s Top 100 Wirehouse Advisors in America. Steve has also been featured numerous times in Worth Magazine. These proud accomplishments are in recognition of Steve and his team’s dedicated work on behalf of their clients. He is also a member of The Investments & Wealth Institute and The Hellenic American Bankers Association (HABA) and obtained the designation of Certified Investment Management Consultant (CIMC) from The George Washington University School of Business. Steve is a graduate of the Environmental and Biological Sciences School at Rutgers University.
Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Kenneth Morris focuses on providing customized solutions and guidance in the areas of wealth preservation and distribution, tax, trust, insurance and estate analysis as well as financial, retirement, philanthropy, and educational planning; therefore tying together all aspects of clients’ financial and personal life goals.
Ken has been featured in Worth Magazine and On Wall Street magazine. He was named to New York Magazine’s Five Star Wealth Managers in New York for 2015. Ken is a graduate of the School of Business at Hofstra University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Securities Agent: AK, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Marilyn joined Morgan Stanley in January 1994. She is a Managing Director and the Head of Morgan Stanley’s Urban Markets Group. Prior to establishing The Urban Markets Group, Marilyn was the head of Diversity, Work-Life, EEO and Human Resources Policy for Morgan Stanley. She has practiced in the areas of criminal defense litigation, municipal finance, corporate bankruptcies and corporate restructuring.
A native of Chicago, Marilyn received her B.A. magna cum laude from Spelman College and her J.D. from the Illinois Institute of Technology-Chicago Kent College of Law. Marilyn is a former trustee of the Morgan Stanley Foundation, a member of The Morgan Stanley Benefit Plan Administrative Committee and a former member of the Morgan Stanley Residential Franchise Risk Committee. She is on the board of the New York Urban League and a member of the Executive Leadership Council. She is also a former board member of the Arthur Ashe Institute of Health and the Michael J. Berkeley Foundation. Marilyn testified before the U.S. House of Representatives Financial Services Subcommittee on Oversight and Investigations at its hearing on “Diversity in the Financial Services Sector.” She also appeared on “ABC World News Tonight” in a segment on “Women and the Workforce” and was featured in a “CBS MarketWatch Weekend” segment highlighting Morgan Stanley’s Emergency Day Care Program.
Marilyn was recognized in 2012 and 2011 by Savoy magazine as one of the “Top 100 Most Influential Blacks in Corporate America,” was recognized by Uptown Professional in 2011 as one of the “100 Top Executives in America” and was honored in 2012 by the Mt. Sinai Hospital Center for Multi-Cultural Affairs as a Diversity Champion. Marilyn was also selected by the Network Journal as one of the “25 Influential Black Women in Business,” was selected by Harvard College Black Men’s Forum as its “2009 Woman of the Year” and was recently honored by the United Way Pipeline Crisis, the Association for Black Women Attorneys and the Brooklyn, New York, Weeksville Heritage Center. Marilyn was the keynote speaker for the 2012 Wharton Whitney M. Young Conference. She also has her Series 7, 9, 10, and 66 licenses. The proud parent of three lovely children, Marilyn’s interests are golf, tennis, playing the piano and making a difference in the lives of others.
Jared Katzman is a Vice President and Private Wealth Advisor with The Apollo Group at Morgan Stanley Private Wealth Management. He joined The Apollo Group in 2009 and works directly with high net worth individuals, families, foundations, endowments, and corporations. His responsibilities primarily include portfolio management and business development as he works with his team in constructing comprehensive plans and investment processes for clients, along with the implementation of tax mitigating strategies.
In 2017, Jared was chosen as a Five Star Wealth Manager by New York Magazine. He is also a designated Portfolio Manager and an Alternative Investments Director at Morgan Stanley.
In 2018, Jared was named to Forbes Magazine’s List of America’s Top Next Generation Wealth Advisors. The Forbes listing is a select group of individuals who were born in 1980 or later, have a minimum of four years of industry experience and lead, or are viewed as potential leaders of, their teams.
Jared graduated from Lynn University where he received his MBA in Marketing and a BS in Business Management.
Securities Agent: CA, CO, CT, DC, DE, FL, HI, IL, LA, MA, MI, MS, NC, NJ, NV, NY, OR, PA, TN, VA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Fortune Macri is primarily responsible for portfolio management and business development. His asset management experience focuses on equity, fixed income and alternative investments and how they relate in the context of overall capital markets, portfolio analysis and strategic implementation.
Fortune has been named to New York Magazine’s Five Star Wealth Managers for 2016 and 2017. Fortune received his MBA in Finance from Fordham University’s Graduate School of Business Administration in 2008 and his BS in Business Administration and Economics from Fordham University’s Gabelli School of Business in 2007.
Securities Agent: CA, CO, CT, DC, DE, FL, IL, LA, MA, MI, MS, NC, NJ, NV, NY, PA, TN, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Alexander R. Suero is a Financial Advisor at Morgan Stanley. He focuses on helping clients build and preserve their wealth and financial security to support themselves, their family, and share with those less fortunate. Throughout his career, Alexander has garnered a number of professional accolades including the Certified Investment Management Analyst (CIMA®) designation bestowed by the Investment Management Consultants Association through the University of Pennsylvania’s Wharton School of Business. This is recognized in the industry as one of the highest standards in consulting expertise. Alexander is a graduate of Pennsylvania State University’s Smeal College of Business in University Park, PA. His professional associations include membership in the Investment Management Consultants Association (IMCA). Originally from Bryn Mawr, PA, he currently resides in New York with his wife Lauren and their daughter. He is an active member of the Leukemia & Lymphoma Society and the Penn State Alumni Association. In his spare time he enjoys being with family, playing squash and golf, and is a baseball enthusiast.
Securities Agent: CA, CT, DC, DE, FL, MA, MD, NC, NJ, NV, NY, PA, SC, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
Anthony is an Assistant Vice President and has been with The Apollo Group for over ten years. He is responsible for constructing customized portfolios for our clients, conducting due diligence on the various investment opportunities offered through Morgan Stanley, and developing the team’s short and long-term macroeconomic views.
He holds the Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts (NYSSA). Anthony obtained a Bachelor of Arts from Connecticut College, graduating Cum Laude with commencement honors for distinction in both of his major fields.
Brittany is a Registered Client Service Associate for The Apollo Group at Morgan Stanley Private Wealth Management. Brittany leads our teams’ operation management; this includes ongoing client service and all administrative functions on behalf of our clients.
Brittany received her MBA in Finance from Iona College Hagan School of Business in 2013 and BBA in Finance from Iona College in 2012.
Jack is the Consulting Group Analyst for The Apollo Group at Morgan Stanley Private Wealth Management. Jack focuses on financial planning, cash flow analysis, and performance reporting tailored to meet the needs of clients. He is also responsible for transactional business encompassing both retail and institutional trading.
Jack holds a Bachelor of Arts degree from Miami University in Oxford, Ohio.
Jillian is a Client Service Associate for The Apollo Group at Morgan Stanley Private Wealth Management. Jillian supports the team’s administrative functions and operation management, while providing ongoing customer service to clients.
Jillian graduated with Cum Laude honors from the University of Miami, where she received a Bachelor of Business Administration in both Finance and Marketing.
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.
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.
CRC 1594390 10/16