1211 Group - Morgan Stanley Team

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Biographies

Stephen Ackerman
Executive Director
Financial Advisor

Steve’s experience dates back to 1958, when he began working on the New York Stock Exchange trading floor while attending college. The knowledge gained during those years formed the foundation for his career on Wall Street. Over the next 10 years, he transitioned himself from a registered representative to an investment advisor concentrating on fixed income for high-net-worth individuals, institutions and foundations. In 1975, Steve co-founded a municipal bond firm and later joined Bear Stearns in 1984, where he was instrumental in building a presence in municipals within the Private Client Services Group. During that time, Steve became a Senior Managing Director and formed a partnership with four colleagues that became the foundation for the 1211 Group. After Bear Stearns was taken over by JP Morgan in March of 2008, he and the team joined Morgan Stanley* as Senior Vice Presidents, Financial Advisors. Steve continues to concentrate on the fixed income market with a focus on high grade municipals. Portfolios are actively monitored to take advantage of discrepancies in the market, giving the opportunity to enhance total return. Yield curve analysis, economic conditions, market timing, and supply dictate his analysis. In return, these factors control yield, quality and maturity. In constructing portfolios, Steve works closely with each client and makes recommendations based on their needs, circumstances and objectives. He is the Treasurer for the Parkinson’s Disease Foundation, and dedicates much of his free time to volunteering for this important cause. Steve recently relocated to Armonk, NY with his wife, Marsha, of 44 years, in order to be closer to his two married daughters and four grandchildren. When not spending time with his grandchildren, he enjoys playing golf.

tel: (212) 903-7676
Stephen.Ackerman@morganstanley.com
Stephen Ackerman holds the following registrations:
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisorship: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI;
Series 01, 08, 40, 63, and 65.

Barry Ganz
Executive Director
Financial Advisor

Barry began his finance career in 1981 after successfully operating his own business for 20 years. He joined his current partner, Stephen Ackerman, at Emanuel & Company, where he specialized in municipal bonds. In 1984, he joined Bear Stearns, where he and his partners became the first at the firm to manage fixed income assets on a Portfolio Manager basis, managing portfolios for high-net-worth individuals, ERISA and Taft-Hartley accounts. Bear Stearns named him a Senior Managing Director in 1991, and the partnership Barry and Steve formed grew into a group of five senior partners, overseeing $3 billion in client assets. In March 2008, they joined Morgan Stanley* as Senior Vice Presidents, Financial Advisors. Barry’s experience in the fixed income markets has been a tremendous asset to the group’s high-net-worth clients. He also coordinates all equity and fixed income syndicate for the group, including IPO, Secondary, Preferred, and Municipal Bond offerings. Barry resides in Forest Hills, NY with his wife, Diane. Away from the office he enjoys playing golf and spending time with his six grandchildren.

tel: (212) 903-7671
Barry.Ganz@morganstanley.com
Barry Ganz holds the following registrations:
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisorship: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI;
Series 07, 63, 52 and 65.

Russell Ganz
Senior Vice President
Financial Advisor
Family Wealth Director

Russell manages and oversees portfolios for high-net-worth individuals, institutions and foundations. He concentrates on fixed income, with a specific focus on municipals, corporates and U.S. Government debt. He also advises clients on their equity portfolios, with an emphasis on overall asset allocation. Russell is one of the select few Financial Advisors at Morgan Stanley* who has earned the Family Wealth Director designation. Under his leadership, the 1211 Group has access to an extended suite of resources to address the challenges of substantial family wealth. Russell joined the partnership in 1997 at Bear Stearns, where he held the title of Managing Director. He entered the industry in 1996 as a fixed income trader for an independent broker-dealer. Prior to 1996, Russell was a practicing attorney specializing in securities and antitrust litigation. Russell holds a Bachelor of Arts degree from the University of Michigan and a JD from the University of Miami School of Law.

tel: (212) 903-7661
Russell.Ganz@morganstanley.com
Russell Ganz holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisorship: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; Transactional Futures/Commodities; Managed Futures;
Series 07, 03, 63 and 65.

Mark Seruya.png

Mark Seruya
Managing Director
Financial Advisor

Senior Portfolio Manager

International Client Advisor

Mark has spent more than 30 years in the financial industry working with high-net-worth individuals and institutional clients both domestically and abroad. He focuses on all aspects of fixed income, concentrating on municipal, emerging market, corporate, and U.S. government debt. He also advises clients on equity and alternative investment products, both through individual recommendations and the selection of third-party managers. Mark joined the partnership 25 years ago at Bear Stearns, where he became one of the youngest employees in the firm’s long history to hold the title of Senior Managing Director. Mark currently maintains dual residences in Brooklyn, NY and Deal, NJ.

tel: (212) 903-7699
Mark.Seruya@morganstanley.com
Mark Seruya holds the following registrations:
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisorship: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; Transactional Futures/Commodities; Managed Futures;
Series 07, 03, 63 and 65.

Galen Marsh
Financial Advisor Associate
tel: (212) 649-8506
galen.marsh@morganstanley.com

Pamela Daher
Senior Registered Client Service Associate
tel: (212) 903-7706
pamela.daher@morganstanley.com

Robin Russell
Senior Registered Client Service Associate
tel: (212) 903-7693
robin.russell@morganstanley.com

Victoria Bonura
Senior Registered Client Service Associate
tel: (212) 903-7684
victoria.bonura@morganstanley.com

Ryan Willsen
Client Service Associate
tel: (212) 903-7636
ryan.willsen@morganstanley.com

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