06/29/2026
Today marks my 25th anniversary with Morgan Stanley. Looking at the crystal globes commemorating 10, 15, 20, and now 25 years, I'm reminded that a career isn't defined by milestones alone, it's defined by the relationships, lessons, and people who make the journey worthwhile.
When I joined on June 29, 2001, I never could have imagined where this path would lead. Over the past quarter century, I've had the privilege of helping individuals, families, entrepreneurs, executives, athletes, entertainers, and nonprofit organizations navigate some of life's most important financial decisions.
I've seen booming markets, financial crises, unprecedented volatility, and extraordinary innovation. Through it all, one thing has remained constant, this business isn't really about money. It's about people, trust, and being there when clients need you most.
I'm especially proud of helping build Bespoke360 Wealth Management into a team that today advises more than $1 billion in client assets, with our success rooted in collaboration, integrity, and an unwavering commitment to putting clients first.
I'm grateful for the partners who have shaped my career, including Aaron Eshman, Fred Stern, and Jon Ratner. Aaron and Jon are no longer with us, but their impact and lessons remain part of the foundation I continue to build on.
Today, I'm fortunate to partner with Manolopoulos, whose friendship and leadership have helped take our business to new heights. One of the greatest blessings of my career has also been working alongside my daughter, Lieberman, CFP®. Watching her grow into an outstanding Financial Advisor has been one of the most rewarding experiences of my professional life.
To our clients, mentors, colleagues, assistants, and Morgan Stanley leaders: thank you. As our profession continues to evolve, from AI and digital innovation to private markets and multigenerational planning, I'm as energized as ever by helping clients solve complex challenges, mentoring the next generation, and learning every day.
Twenty-five years later, I'm just as excited about the future as I was when I first walked through Morgan Stanley's doors on June 29, 2001. Here's to the next chapter.
