We make your money work so you can make the world work.
Cybersecurity and the Affluent Family
A review of best practices to protect your family and your business from cyberattack.
We make your money work so you can make the world work.
Our clients work with us because we understand them. Most of us have been leaders in other related fields before coming together as The Vector Group. Between us in our former roles, we’ve structured over $9 billion in complex financing for public entities, we’ve created proprietary trading products such as one of the country’s first stripped bond programs, and we’ve made three different successful exits from closely held companies. Our clients know that we’ve been in their shoes and that everything we do is tailored to meet their needs.
Our Focus and Strengths
For information on Impact Investing, please visit our Sustainable and Responsible Investing page.
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.
Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
1Unaudited. As of December 31, 2016, Morgan Stanley Quarterly Financial Supplement 4Q 2016
David Sherrill’s Wall Street career started in 1984 at a predecessor firm to Morgan Stanley – Smith, Barney, Harris, Upham and Co., Inc. His work in the investment banking world included structuring over $6 billion in complex financing for public entities in the airline and resource recovery industries. Specific projects included portfolio protection strategies for institutional investors during the infancy of this field.
In 1988, Mr. Sherrill joined Shearson Lehman Brothers (another predecessor firm) to start a financial advisory business. Today his clientele includes individuals, family trusts, charitable institutions, corporate entities and foundations. As one of the founding members of The Vector Group at Morgan Stanley, his focus includes financial planning, portfolio management, equity investing, risk assessment and alternative investments.
Mr. Sherrill is a CFA® Charterholder and has the designation of Chartered Market Technician (CMT®). With these advanced credentials, he analyzes investment opportunities for portfolio construction including strategic and tactical moves.
His education includes a B.S. in mathematics from the University of California, Berkeley. His passions include his family, music, history, backgammon and wine. He is very active in philanthropic pursuits including those aiding children in need, journalism and the arts. He has served on several eleemosynary boards including the New York Society for the Prevention of Cruelty to Children, the New England Historic Genealogic Society and the California Jazz Conservancy.
Mr. Sherrill has been a guest speaker on “Bloomberg Rewind” and named to The Financial Times’ “Top 400 Financial Advisors” in 2013.
Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Its limitations include but are not limited to: the lack of fundamental analysis of a security's financial condition, lack of analysis of macro economic trend forecasts, the bias of the technician's view and the possibility that past participants were not entirely rational in their past purchases or sales of the security being analyzed. Investors using technical analysis should consider these limitations prior to making an investment decision.
Source: The Financial Times “Top 400 Financial Advisors,” April, 2013. Criteria are based, in part, upon data gathered from and verified by Morgan Stanley as well as qualitative and quantitative criteria, including but not limited to, assets under management, asset growth, compliance records, and experience. Morgan Stanley Financial Advisors were nominated by Morgan Stanley. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating.
The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Kamesh Nagarajan is an Executive Director and Senior Portfolio Management Director at Morgan Stanley with over 19 years of experience. He focuses on helping corporate executives with their overall wealth planning, including integrating corporate benefits and concentrated stock planning, and in advising physicians and entrepreneurs on holistic wealth management issues. He is also an International Client Advisor (ICA), working with Indian citizens and/or residents who want their wealth management portfolio based in the United States.
Mr. Nagarajan holds a Bachelor of Arts degree in Economics from Vassar College and a Juris Doctor with honors from Syracuse University College of Law. He is a national speaker on various financial topics and has written many finance articles for various publications. In addition, he has appeared on CNBC, Fox Business News, CBS and Forbes.com as an expert on various financial topics. At Morgan Stanley, Mr. Nagarajan is a member of The Morgan Stanley President’s Club (2015, 2016, 2017) for top advisors at the firm. Mr. Nagarajan was also a panelist at the 2013 Barron’s Top Advisor Diversity Summit.
Mr. Nagarajan resides in Manhattan with his wife, Ami, and their eight-year-old twins, Anya and Prem.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
For the past 35 years, Michael Belsky has aimed to limit volatility for his clients in the financial services industry. He has extensive experience in fixed income with a focus on bond asset allocation models and credit strategies.
Prior to joining Morgan Stanley in 2008, Mr. Belsky served as Associate Director with Bear, Stearns & Co. Inc. and Senior Vice President at PNC Bank, which he joined in 1999. Previously, he was a co-founder and senior partner at Atlantic Group Securities, where he worked from 1984 to 1999, and was responsible for the firm's government trading desk as well as the structuring, funding and placement of debt issues throughout the United States. Mr. Belsky helped structure proprietary trading products such as one of the country’s first stripped bond programs as well as put features for local banks’ municipal portfolios. Additionally, his responsibilities included management and development of bond portfolios for the firm’s clients.
As a founding member of The Vector Group, Mr. Belsky’s clients rely on his experience in the fixed income world to unearth value in debt securities. Mr. Belsky has developed a unique approach to bond portfolio structure that involves target-duration as well as yield-curve positioning and is often called to speak about management and income strategies.
Mr. Belsky received a B.S.B.A. from the University of Denver and actively mentors recent graduates on various business skills. He has a passion for children’s causes and has three adult children.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Daniel Sheldon joined Morgan Stanley in 2015 after graduating cum laude from Marist College receiving a Bachelor of Science degree in Business Administration with concentrations in Finance and International Business as well as a Bachelor of Arts degree in Economics. His primary responsibilities with The Vector Group at Morgan Stanley include trade execution, market research, and portfolio analysis.
During his tenure at Marist College, Mr. Sheldon played Division I baseball while also participating in the school’s Investment Practicum program, actively managing a portion of the institution’s endowment. He was elected as President and Lead Economist of the school’s Equity Fund as a junior and transitioned into the same roles of the college’s Fixed Income Fund the following year. Additionally, he was elected President of Marist College’s Investment Club, a title he held throughout his senior semesters.
Mr. Sheldon is registered with the Financial Industry Regulatory Authority (FINRA) holdings his Series 7 and Series 66 licenses.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Lindsey Paesano joined Morgan Stanley in 2011, having worked in the financial services industry since 2009 and now functions as The Vector Group’s Business Development Associate. Her responsibilities include developing strategies to further enhance client relationships and implementing new policies to help the team gain exposure and expand business capabilities. She participates in the team’s overall marketing strategies, and manages the team’s client communication efforts. Ms. Paesano is also responsible for maintaining the team’s website and social media presence.
Instrumental in the daily operations and management of The Vector Group, Ms. Paesano serves as the team’s “COO.” She is responsible for ensuring business operations are efficient and effective, developing and executing strategic business plans, relationship management, strengthening firm relationships, and newsletter implementation.
Prior to joining The Vector Group, Ms. Paesano helped run a nine member wealth management team at Morgan Stanley. She worked collaboratively with the team’s Financial Advisors to provide the highest quality of individualized service to key clients. Her responsibilities included managing trading platforms across a broad range of securities products, market research, portfolio analysis, and asset allocation.
Ms. Paesano holds a Bachelor of Science degree in Business Administration with a major in Marketing from The Smeal College of Business at The Pennsylvania State University—class of 2008. She is registered with FINRA and SEC with Series 7 and 66 registrations.
Gigi Cantada is the Group Director and Senior Registered Associate with The Vector Group at Morgan Stanley. Her primary focus is on providing first-class client service and strategic operational and administrative support to the group’s clients. She is the first point of contact for many client questions, and on a daily basis she opens and monitors new and managed accounts, handles administrative and operational matters, and executes buy and sell trade orders.
Gigi began as a compliance analyst with Sherwood Securities/NDB Group in 1995. After five years, she moved to the institutional trading desk of Knight Capital Markets, where she provided settlement and liaison support for large fund companies and institutional clients. Gigi began working with David Sherrill in 2005 and became a key member of The Vector Group when it was established in March, 2010.
Gigi is married and is the mother of four children and an English Bulldog named, Bubba. She lives in Hillsborough, NJ.
Richard Rooney began working in Morgan Stanley’s Private Wealth Management division in 2018 and is a Client Service Associate with The Vector Group at Morgan Stanley.
Prior to joining the team, Rich was working within the FinTech sector of the financial services industry.
Rich graduated with a B.A. in Business Administration with a concentration in Finance and Investments from The Koppelman School of Business at the City University of New York – Brooklyn College. He was a member of the Brooklyn College Trading Club and a participant in the Liebowitz Entrepreneurship Program.
Having a brother born with intellectual disabilities, Rich has always been inspired to contribute to the special needs community and is an active member of multiple non-profit organizations that provide aid to people born with various disabilities.
Rich currently resides in New York and enjoys spending his free time watching sports, attending social events, and spending time with his friends and family.
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