Find a Worth® Leading Wealth Advisor™
Worth® Leading Wealth Advisors™
Bleakley, Schwartz, Cooney & Finney at Northwestern Mutual
Andy Schwartz
Partner
Fairfield, NJ 07004
Total Firm Assets: $2.3 billion
Largest Client Net Worth: Confidential
The Deatherage Group at Morgan Stanley
Mary M. Deatherage
Wealth Advisor
Little Falls, NJ 07424
Total Firm Assets: $1.4 billion
Largest Client Net Worth: $50 million
Total Firm Assets: $2.3 billion
Largest Client Net Worth: $250 million+
AIG
Katja Zigerlig
Vice President, Fine Art, Wine & Jewelry Insurance
New York, NY 10038
Largest Client Net Worth: High-level Forbes 400
Excelsior Wealth Management at Morgan Stanley
Craig Pastolove
Financial Advisor
New York, NY 10036
Total Firm Assets: $500 million
Largest Client Net Worth: $200 million
Further Lane Asset Management
Marc Lowlicht
President–Wealth Management Division
New York, NY 10022
Total Firm Assets: Available upon request
Largest Client Net Worth: $100 million+
Gerson, Guarino & Meisel Group at Morgan Stanley
Jeffrey S. Gerson
Financial Advisor
New York, NY 10119
Total Firm Assets: $1.5 billion
Largest Client Net Worth: $400 million (as of 12/31/11)
Largest Client Net Worth: $500 million
Total Firm Assets: $800 million
Largest Client Net Worth: Confidential (available on request)
Curator
12/26/12
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