The Abacus Group - Morgan Stanley Team - NEW YORK, NY
Morgan Stanley
The Abacus Group
at Morgan Stanley
399 PARK AVE 12TH FL
NEW YORK, NY 10022
tel: (212) 893-6322
toll-free: (800) 223-0270
fax: (646) 291-1110
Back L-R: Diana Lohrer, Tara Walsh, Brian Horowitz, Eva Chan 
Front L-R: Shawn Rubin, David Hamond
Shawn A. Rubin
Shawn A. Rubin
Managing Director, Wealth Management
Financial Advisor
tel: (212) 893-6322
toll free: (800) 223-0270
fax: (212) 893-6301
Professional Details
  • BA - Economics, 1992 Rutgers University
  • Series 3, 7, 63 & 65
  • Licensed Life & Long Term Care Insurance
  • Licensed Fixed & Variable Annuities
  • Barron’s Top 1,000 Financial Advisors – 2010, 2011, 2012, 2013
Shawn A. Rubin is licensed in the following state(s): AK, AL, AR, CA, CO, CT, DE, FL, HI, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, OK, PA, RI, TN, TX, VA, VT, WA, WI

Tara Walsh
Relationship Manager
tel: (212) 893-6436
fax: (646) 291-1110
Professional Details
  • BBA in Business Management, Finance and Economics, Adelphi University
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam

David M. Hamond, CLTC
Consulting Group Analyst
tel: (212) 893-6427
fax: (646) 291-1110
Professional Details
  • MSPPM-Public Policy & Management, 2003 Carnegie Mellon University
  • BS-Education, 1999 SUNY Geneseo
  • Series 3, 7, 63 & 65
  • Licensed Life, Accident and Health Insurance
  • Certified in Long-Term Care (CLTC) Professional Designation
  • Licensed Fixed & Variable Annuities
  • Carnegie Mellon Admission Council (CMAC)

Brian Horowitz
Consulting Group Analyst
tel: (212) 893-6511
fax: (646) 291-1110
Professional Details
  • BBA - Finance, Investment, and Banking - 2007 University of Wisconsin - Madison
  • Series 7 General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • CFA Level III Candidate

Diana Lohrer
Client Service Associate
tel: (212) 893-6548
fax: (646) 291-1110
Professional Details
  • BS - Marketing and Mathematics, Providence College

Eva Chan
Client Service Associate
tel: 212-893-6566
fax: 646-291-1110
Professional Details
  • B.S. Business Management, Finance and Marketing
    Fordham University

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