Jay Gelbart-Morgan Stanley

Understanding the unique needs of high-net-worth clients like you

Private Wealth Management is dedicated solely to the complex, multigenerational needs of ultra high net worth families, foundations and family offices.

I focus on working with professionals, business owners, and executives to help grow and preserve their net worth. My approach to wealth management involves an integrated and customized meeting process, bringing my taxation, financial advising, and financial modeling backgrounds together...