OUR MISSION STATEMENT
We work to free you from the stress and worry of managing wealth, so you are free to enjoy its rewards.
We work to free you from the stress and worry of managing wealth, so you are free to enjoy its rewards.
A team led by experienced Morgan Stanley designated financial professionals and a Family Wealth Director, we believe that our clients are entitled to a customized working relationship with both our team and the firm. In fact, we strive to provide our most valued clients with both the scope and influence of differentiating resources that Morgan Stanley has to offer.
Through the combination of personal attention and the team’s financial markets experience, we help create financial opportunities for our clients and their families. We are committed to providing our clients with a grander experience, in regards to their financial needs, by utilizing a vast scope of knowledge that is both simple and rewarding. We work diligently to figure out our client’s needs and then work to create strategies designed to provide them with the highest probability of reaching those goals, with the least amount of risk.
The Founders Group is a highly experienced, tightly knit team, with diverse talents and backgrounds. All of us have spent virtually our entire careers with the firm, gaining broad perspectives and extensive networks within the industry, which we continue to call upon for the benefit of our clients.
At the Founders Group, we work with a select group of clients who expect a higher level of quality service. In response to these expectations, we provide carefully considered advice from years of experience, highly attentive service, as well as access to opportunities and events which may not be available to them otherwise. We strive to meet and exceed our clients’ expectations and continue to work hard at building lasting, multigenerational relationships with them by providing the highest level of service, along with a mutually respectful and productive relationship
John Coyle leads a team which helps families with significant wealth organize, prioritize and simplify their financial affairs, so that they are able to enjoy their wealth and lead meaningful lives. Drawing on over 25 years of professional investment experience, John contributes his extensive knowledge in a number of areas that are important to ultra high net worth families. These areas include estate planning, traditional and alternative investments, risk and liquidity management and philanthropy.
Having invested in alternative asset classes for clients since the 1990s, John has extensive experience investing in all types of alternative investments. He is frequently called upon to speak to industry groups about investing in alternatives. He is extremely comfortable discussing alternative asset classes with clients and educating them on this topic. John believes that almost every client should have a healthy allocation to non-traditional and non-correlated asset classes, in order to improve the risk-reward composition of their portfolios.
John has availed himself of numerous opportunities to expand the range of capabilities and expertise he can offer his clients. He attained the Family Wealth Director title within Morgan Stanley, a distinction that fewer than 400 of the firm’s 17,000+ advisors have attained. This achievement allows the team to provide an extensive range of services that are reserved for a select few high net worth families. John has also earned the Certified Investment Management Analyst (a.k.a. CIMA) designation, from the Wharton School of Business at the University of Pennsylvania.
John lives in Cold Spring Harbor and is actively involved in the swimming, biking and running communities. He is a former competitive Ironman distance triathlete and has completed triathlons consisting of a 2.4-mile swim, 112-mile bicycle race, followed by a full 26.2-mile marathon. John is also an executive committee member for Swim Across America organization, which has raised over $50 million for cancer research, to date. He personally raises funds for this organization by swimming across the Long Island Sound each summer.
tel: (516) 227-2994
fax: (516) 209-3465
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
As a lead partner of The Founders Group, John Peirano focuses on helping high net worth families and individuals create highly customized wealth management plans to address their specific concerns. These plans encompass not only investment needs for theses families and individuals, but also their lending and estate planning needs. John has spent his entire career with Morgan Stanley and has been advising clients since 1999. Having completed the firm’s Leadership Development Program, John has held progressively responsible management positions at Morgan Stanley, including a previous position as the Branch Manager of its Jericho office. In this role, John was responsible for the oversight of 40 Financial Advisors and 20 staff members. John’s experience in branch management provides him with an exceptional understanding of the firm’s resources and how they can help the Group’s clients.
John rose quickly through the Morgan Stanley ranks and was named a Senior Vice President in 2010. An ardent believer in professional development and education, John is a CERTIFIED FINANCIAL PLANNER. This designation is considered the recognized standard of excellence for competent and ethical personal financial planning. John routinely speaks on financial matters to audiences of hundreds of financial advisors and investors.
John graduated with a Bachelor of Arts in Economics from the College of The Holy Cross and continued on to earn his Masters of Business Administration from Northeastern University. A former college baseball player, John both coaches youth baseball and plays competitively. He is also an active member of Mensa and the Delbarton School alumni association. John and his wife, Christine, enjoy skiing and are very involved in the activities of their two children.
tel: (516) 227-2938
fax: (631) 693-3684
BM/Supervisor; Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Preston began his career at Morgan Stanley in 2002 as a Financial Advisor and Consulting Group Analyst. He has also held positions as a Senior Analyst within Morgan Stanley’s Institutional Consulting Group and as a Senior Investor Service Associate with two investment management firms.
Preston is a CERTIFIED FINANCIAL PLANNER (CFP®), a designation that is considered the recognized standard of excellence for competent and ethical personal financial planning. He has also earned the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania.
Preston attended Pace University in New York, where he earned his BBA in Economics. He also earned his certificate of Financial Planning from New York University. Preston is a member of the Investment Management Consultants Association (IMCA), which provides financial advisors with advanced resources and education. On a personal note, Preston strives to better his community through his involvement with the Riverhead Rotary Club, as Treasurer of the Riverhead Rotary Charities and his position as Chair of the Temple Isaiah Caring Committee. Preston is also a nationally ranked chess player and member of the Long Island Chess Club.
tel: (631) 548-4017
fax: (631) 727-8172
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Mary Jo White is a Senior Vice President, Financial Advisor and partner of The Founders Group at Morgan Stanley. A seasoned wealth management professional with more than 20 years of experience in financial services, Mary Jo provides highly customized life stage financial planning strategies for individuals, families and small business owners. She provides thorough planning and personalized strategies, with a focus on wealth management, for women executives and entrepreneurs. Mary Jo is committed to delivering both outstanding service and advice to her clients, with passion and integrity.
Since the mid-1990s, a time when there were very few female advisors in the industry, Mary Jo’s concentration has been on women’s financial issues. Recognizing that women were often overlooked as potential clients and excluded from financial discussions, she set out to make a change within the industry. Through both financial workshops and events, Mary Jo began to dedicate much of her efforts to educating and empowering women in regards to their finances. She prides herself on serving as a catalyst for many of her clients, helping them make important connections which will often lead to new business opportunities, as well as achieving their goals.
Mary Jo’s passion for helping women is equaled only by her dedication to her family and community. She is the Co-Founder of the Women’s Initiative for the Western Long Island Complex and is active in many charitable giving and fundraising activities. To date, she is responsible for raising over $100,000 for the Leukemia & Lymphoma Society. In respect to her dedication and leadership, she ran as the organization’s ‘Woman of the Year’ in 2012. She is also a member of Morgan Stanley’s Women’s Organization - LIFT, an internal group comprised of select managers, advisors and business partners. The Council is comprised of professional women within Morgan Stanley, who are dedicated to supporting their peers in both achieving business success and developing meaningful client connections through coaching, peer mentoring and recruiting activities.
A graduate of the University of Arizona, where she had the opportunity to take several courses through the University of London, Mary Jo began her career as a Financial Advisor in 1994. She was presented with the opportunity to work as a Vice President in the Mergers & Acquisition group at Bluestone Capital before joining Smith Barney as a Financial Advisor in 2001. She currently resides in Lloyd Harbor with her loving husband Robert Pecoraro and two children, Shane & Ava. When Mary Jo is not working as an advisor or charitable fundraising, you can find her spending quality time with family and friends. In her leisure time, Mary Jo enjoys writing, cooking and entertaining.
tel: (516) 227-2824
fax: (631) 994-7410
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
Tom joined Morgan Stanley in 2000 and brings with him 24 years of experience in the Financial Services industry, to the team. As a Vice President and Financial Advisor, Tom strives to help clients achieve their financial goals by providing them with a vast array of resources, in a way that is most appropriate for their investment needs. He is dedicated to working with his clients to both preserve and grow their wealth.
Tom has obtained his CERTIFIED FINANCIAL PLANNER designation, which is considered the recognized standard of excellence for competent and ethical personal financial planning. He earned his Bachelor of Science from the University of Scranton.
Tom currently resides in Huntington, Long Island with his loving wife Deanna and three sons, Tommy, Brady & Connor. He takes pride in his community involvement, which includes acting as Board member of Syosset Baseball Association, as well as assisting in administrating the Syosset Soccer Club. Tom is also active as Board President of St. Edward the Confessor School. He is actively involved with the American Arthritis Foundation, Children's Cancer Society, American Cancer Society and the Greater Long Island Running Club. In his free time, Tom also enjoys running, reading and coaching both soccer and baseball for his three sons.
tel: (516) 227-2943
fax: (631) 693-3813
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Mayank Jain focuses on portfolio management, investment research, quantitative analysis and financial planning at Morgan Stanley. This includes managing portfolios, researching individual securities and portfolio managers, using our proprietary analytical tools to help protect client portfolios against various economic risks, such as financial crisis or rising interest rates. Prior to joining the Group, Mayank helped develop algorithmic trading strategies, which are used by hedge funds and institutional asset management firms.
Mayank graduated as 'Finance Scholar of the Year', with a double-major in Finance and Accounting. He was also the president of the Investment Club. He obtained a Masters of Science degree in Finance from Hofstra University’s Zarb School of Business, where he graduated with distinction. He was awarded the Investment Excellence and Trading Excellence awards for his academic achievements. Mayank is a CFA® Charterholder and a member of the CFA® Institute.
Mayank and his wife Helen live in Williston Park, New York. They both enjoy traveling, biking, exercising, reading, and watching cricket and soccer.
tel: (516) 227-5641
fax: (516) 227-8630
Cindy joined ‘The Kron Group’ at Morgan Stanley in 2003, as a Client Service Associate. In 2005, she obtained her Series 7 and 63 professional licenses. Furthering her education, Cindy obtained her Financial Planning Associate designation in 2006, as well as her Series 66 professional license in 2014. In her current role as a Portfolio Associate, Cindy facilitates various administrative and operational functions for the group, all while maintaining a strong commitment to providing the highest level of client service.
Cindy earned her B.S. in Business Management from Liberty University. She is a member of the Association Professional Investment Consultants (APIC) and serves as a licensed notary public. She currently resides in Riverhead with her husband John, three children and their new puppy. Cindy is an active member of her community. In her free time, you can find Cindy on a ball field, attending a school event or boating on the Great Peconic Bay with her family.
tel: (631) 548-4004
fax: (631) 727-8172
In 2004, Cristina started her career in finance as a Client Service Associate with Citi Smith Barney. Cristina has since obtained her Series 7, 63, 65, 9 and 10 professional licenses; series 7, 63 & 65 licenses are currently active and series 9 & 10 will remain active through November 2017.
Over the years, Cristina has honed the skills necessary to provide our clients with a superior level of client service. Cristina’s past work experience includes, Registered Client Service Associate at Citi Smith Barney, Branch Manager Assistant at Morgan Stanley Smith Barney and Assistant Vice President/Business Control Officer at Barclays PLC and most recently, Senior Registered Associate at Morgan Stanley.
In 2015, Cristina took an extended leave of absence from her career, in order to stay at home and care for her premature twin sons. She has since joined The Founders Group as a Registered Associate at Morgan Stanley in Garden City, NY.
Cristina graduated from the State University at Binghamton in Vestal New York with a B.A. in English Literature, in 2003. Cristina resides in Long Island, New York with her loving husband Michael and twin sons, Tyler and Nolan. Cristina spends her free time volunteering for the DRI (Diabetes Research Institute) Foundation and The March of Dimes, March for Babies. Cristina and her family continue to donate to a wide array of charities, as well as the Vietnam Veterans. Cristina is also an active member of the Long Island Women’s Soccer league, where she plays on the defensive line for the Babylon Strikers.
In her leisure time, Cristina enjoys spending time with family and friends, skiing, playing soccer, bicycling, touring the ‘East End’ wineries on Long Island and going to the beach.
Edward’s passion for the financial markets is what brought him to the financial services industry in 2012. Edward joined Morgan Stanley as an operations service associate in 2014, where he most recently joined the Founders Group as a registered associate in 2017. While working in Operations, he helped three separate Morgan Stanley branches run efficiently on a daily basis. Thanks to his attention to detail and analytical skills, he was able to provide excellent service to both clients and colleagues alike.
Edward was raised in south Georgia, where he spent most of his time playing sports and racing dirt bikes. A six-year military veteran, Edward comes from a family of career service members. Edward served in the Navy as an Aviation Ordnanceman and was attached to HS-7, an anti-submarine and combat search-and-rescue helicopter squadron. Edward completed three tours and was awarded a Navy/Marine Corp Achievement Medal while supervising two divisions at once. Edward graduated from Berkeley College with a Bachelor’s Degree in Business Administration in Marketing.
Edward lives in Levittown, New York, where he enjoys spending time with his wife Jennifer, and two daughters, Alyssa and Kylie. Edward is a die-hard Miami Dolphins fan and coaches girls’ volleyball. He is also an avid car enthusiast and founding member of Audi Sport Club NYC.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.
This unique program offers qualifying clients a compelling collection of special offers and discounts, Morgan Stanley insights, and philanthropic ideas.
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