Jeff Gerson Managing Director, Family Wealth Director, Sports and Entertainment Director, Senior Portfolio Management Director Gerson, Guarino & Meisel Group at Morgan Stanley

One Penn Plaza
New York, NY 10119 212.643.5757

With decades of advisory and investment experience, the team partners—Jeffrey S. Gerson, managing director, family wealth director, director of sports and entertainment and senior portfolio management director (30 years of investment experience); Christopher Guarino, senior vice president and senior portfolio management director (25 years of investment experience); Gregory Meisel, senior vice president, sports and entertainment director, senior portfolio management director and family wealth advisor (19 years of investment experience); Shawn P. Landau, CFP®, senior vice president and family wealth director (17 years of investment experience); and Michael Gammarati, CFP®, vice president and senior portfolio manager (12 years of investment experience)—help their clients achieve their most meaningful financial goals. Through an uncompromising commitment to delivering intellectual strength, quality advice and personalized attention, the Gerson, Guarino & Meisel Group provides an intensely personal experience to high net worth individuals and their families, corporations and charitable institutions.

At a Glance

Primary Custodian for Investor Assets

Morgan Stanley Smith Barney LLC

Compensation Method

Asset-based and transactional fees

Financial Services Experience

30 years

Minimum Net Worth Requirement

3 million

Association Member Portfolio Management Institute
Assets Under Management $1.2 billion (team, as of 9/30/15)
Minimum Fee for Service None
Largest Client Net Worth $100+ million (team, as of 12/31/15)
professional services provided
  • Comprehensive wealth planning and portfolio management

back to top