A former practicing trusts and estates attorney, Nicholas Altieri brings an invaluable perspective to the team’s clients. Nick works closely with clients and their legal advisors to review their estate planning and integrate wealth transfer structures with investment portfolios. Nick also advises on pre-IPO and pre-M&A planning, stock option analysis and philanthropy, all with a focus on tax risk, preservation of assets and beneficiary considerations.
Nick graduated from St. John’s University with a B.S. in accounting, and continued on to earn a J.D. from St. John’s University School of Law. After graduating in 1999, he joined the Trusts & Estates Department of KMZ Rosenman. In 2004, Nick moved to Morgan Stanley, where he became responsible for the Tax, Trust and Estate Planning effort within Private Wealth Management’s Wealth Strategies Group. He joined John Lechner and Terry McMahon in 2015.
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WV, WY; General Securities Principal; General Securities Representative; Investment Advisor Representative