We make your money work so you can make the world work.
Overcoming Emotional Impediments to Wealth Planning
Consider how wealth planning involves more than just your investment strategy.
We make your money work so you can make the world work.
Our clients work with us because we understand them. Most of us have been leaders in other related fields before coming together as The Vector Group. Between us in our former roles, we’ve structured over $9 billion in complex financing for public entities, we’ve created proprietary trading products such as one of the country’s first stripped bond programs, and we’ve made three different successful exits from closely held companies. Our clients know that we’ve been in their shoes and that everything we do is tailored to meet their needs.
Our Focus and Strengths
For information on Impact Investing, please visit our Sustainable and Responsible Investing page.
We have strategically built a deep bench of complementary advisory skills. Our professional investment credentials demonstrate a deep level of knowledge as well as the ability to coordinate efforts among other professionals.
The Vector Group is a multi-generational team of financial professionals who understand how to serve our multi-generational client families. We know from experience that different generations have different approaches to investing: some clients through shorter-term desires, others by lasting impact from investment. Our long history of working with wealthy clients allows us to easily engage with and advise families about their plans for transitioning generational wealth.
We pride ourselves on our ability to create strategies to help meet immediate needs while also investing for the long term. It’s our job to adjust your changing needs of our clients as they progress through different stages in their financial lives.
Vectors require both a magnitude and a direction. The investment solutions we create for clients reflect the broadest scope and clearest path to their goals.
Our clients count on us to go above and beyond their expectations to accommodate their needs. The depth of our team means that our service is specific to our client’s issues.
It’s our job to simplify our clients’ lives with sophisticated, highly personalized solutions. We deliver results to them by providing the best available service with the most direct access to investment solutions.
We have a commitment to open architecture and transparency. We invite you to be part of the investing and financial planning process.
David Sherrill’s Wall Street career started in 1984 at a predecessor firm to Morgan Stanley – Smith, Barney, Harris, Upham and Co., Inc. His work in the investment banking world included structuring over $6 billion in complex financing for public entities in the airline and resource recovery industries. Specific projects included portfolio protection strategies for institutional investors during the infancy of this field.
In 1988, Mr. Sherrill joined Shearson Lehman Brothers (another predecessor firm) to start a financial advisory business. Today his clientele includes individuals, family trusts, charitable institutions, corporate entities and foundations. As one of the founding members of The Vector Group at Morgan Stanley, his focus includes financial planning, portfolio management, equity investing, risk assessment and alternative investments.
Mr. Sherrill is a CFA® Charterholder and has the designation of Chartered Market Technician (CMT®). With these advanced credentials, he analyzes investment opportunities for portfolio construction including strategic and tactical moves.
His education includes a B.S. in mathematics from the University of California, Berkeley. His passions include his family, music, history, backgammon and wine. He is very active in philanthropic pursuits including those aiding children in need, journalism and the arts. He has served on several eleemosynary boards including the New York Society for the Prevention of Cruelty to Children, the New England Historic Genealogic Society and the California Jazz Conservancy.
Mr. Sherrill has been a guest speaker on “Bloomberg Rewind” and named to The Financial Times’ “Top 400 Financial Advisors” in 2013.
Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Its limitations include but are not limited to: the lack of fundamental analysis of a security's financial condition, lack of analysis of macro economic trend forecasts, the bias of the technician's view and the possibility that past participants were not entirely rational in their past purchases or sales of the security being analyzed. Investors using technical analysis should consider these limitations prior to making an investment decision.
Source: The Financial Times “Top 400 Financial Advisors,” April, 2013. Criteria are based, in part, upon data gathered from and verified by Morgan Stanley as well as qualitative and quantitative criteria, including but not limited to, assets under management, asset growth, compliance records, and experience. Morgan Stanley Financial Advisors were nominated by Morgan Stanley. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating.
The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Kamesh Nagarajan is an Executive Director and Senior Portfolio Management Director at Morgan Stanley with over 19 years of experience. He focuses on helping corporate executives with their overall wealth planning, including integrating corporate benefits and concentrated stock planning, and in advising physicians and entrepreneurs on holistic wealth management issues. He is also an International Client Advisor (ICA), working with Indian citizens and/or residents who want their wealth management portfolio based in the United States.
Mr. Nagarajan holds a Bachelor of Arts degree in Economics from Vassar College and a Juris Doctor with honors from Syracuse University College of Law. He is a national speaker on various financial topics and has written many finance articles for various publications. In addition, he has appeared on CNBC, Fox Business News, CBS and Forbes.com as an expert on various financial topics. At Morgan Stanley, Mr. Nagarajan is a member of The Morgan Stanley President’s Club (2015, 2016, 2017) for top advisors at the firm. Mr. Nagarajan was also a panelist at the 2013 Barron’s Top Advisor Diversity Summit.
Mr. Nagarajan resides in Manhattan with his wife, Ami, and their eight-year-old twins, Anya and Prem.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
For the past 35 years, Michael Belsky has aimed to limit volatility for his clients in the financial services industry. He has extensive experience in fixed income with a focus on bond asset allocation models and credit strategies.
Prior to joining Morgan Stanley in 2008, Mr. Belsky served as Associate Director with Bear, Stearns & Co. Inc. and Senior Vice President at PNC Bank, which he joined in 1999. Previously, he was a co-founder and senior partner at Atlantic Group Securities, where he worked from 1984 to 1999, and was responsible for the firm's government trading desk as well as the structuring, funding and placement of debt issues throughout the United States. Mr. Belsky helped structure proprietary trading products such as one of the country’s first stripped bond programs as well as put features for local banks’ municipal portfolios. Additionally, his responsibilities included management and development of bond portfolios for the firm’s clients.
As a founding member of The Vector Group, Mr. Belsky’s clients rely on his experience in the fixed income world to unearth value in debt securities. Mr. Belsky has developed a unique approach to bond portfolio structure that involves target-duration as well as yield-curve positioning and is often called to speak about management and income strategies.
Mr. Belsky received a B.S.B.A. from the University of Denver and actively mentors recent graduates on various business skills. He has a passion for children’s causes and has three adult children.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Mr. Kirschner has been a Financial Advisor on Wall Street for over 35 years. When asked what has been the basis of his various successes, Mr. Kirschner replied, “Listening, it all starts with listening.” Before working in the financial services industry, Mr. Kirschner was a special needs teacher in the New York City school system and taught English as a second language. Mr. Kirschner’s career included the position of President of a large regional retail chain for trade-specific garments servicing the health care industry and utilized by hospitals and municipalities. Whether listening to his students, retail customers, employees or his varied wealthy client base, he has the ability to listen, develop a plan and then execute the plan.
Mr. Kirschner focuses on municipal and corporate bond investments and portfolio allocation. He brings to the team perspective and investment acumen amassed through his lengthy career. Currently he is engaged in philanthropic endeavors, sports activities and running after his 3 grandkids.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative
Daniel Sheldon joined Morgan Stanley in 2015 after graduating cum laude from Marist College receiving a Bachelor of Science degree in Business Administration with concentrations in Finance and International Business as well as a Bachelor of Arts degree in Economics. His primary responsibilities with The Vector Group at Morgan Stanley include trade execution, market research, and portfolio analysis.
During his tenure at Marist College, Mr. Sheldon played Division I baseball while also participating in the school’s Investment Practicum program, actively managing a portion of the institution’s endowment. He was elected as President and Lead Economist of the school’s Equity Fund as a junior and transitioned into the same roles of the college’s Fixed Income Fund the following year. Additionally, he was elected President of Marist College’s Investment Club, a title he held throughout his senior semesters.
Mr. Sheldon is registered with the Financial Industry Regulatory Authority (FINRA) holdings his Series 7 and Series 66 licenses.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Lindsey Paesano joined Morgan Stanley in 2011, having worked in the financial services industry since 2009 and now functions as The Vector Group’s Business Development Associate. Her responsibilities include developing strategies to further enhance client relationships and implementing new policies to help the team gain exposure and expand business capabilities. She participates in the team’s overall marketing strategies, and manages the team’s client communication efforts. Ms. Paesano is also responsible for maintaining the team’s website and social media presence.
Instrumental in the daily operations and management of The Vector Group, Ms. Paesano serves as the team’s “COO.” She is responsible for ensuring business operations are efficient and effective, developing and executing strategic business plans, relationship management, strengthening firm relationships, and newsletter implementation.
Prior to joining The Vector Group, Ms. Paesano helped run a nine member wealth management team at Morgan Stanley. She worked collaboratively with the team’s Financial Advisors to provide the highest quality of individualized service to key clients. Her responsibilities included managing trading platforms across a broad range of securities products, market research, portfolio analysis, and asset allocation.
Ms. Paesano holds a Bachelor of Science degree in Business Administration with a major in Marketing from The Smeal College of Business at The Pennsylvania State University—class of 2008. She is registered with FINRA and SEC with Series 7 and 66 registrations.
Gigi Cantada is the Group Director and Senior Registered Associate with The Vector Group at Morgan Stanley. Her primary focus is on providing first-class client service and strategic operational and administrative support to the group’s clients. She is the first point of contact for many client questions, and on a daily basis she opens and monitors new and managed accounts, handles administrative and operational matters, and executes buy and sell trade orders.
Gigi began as a compliance analyst with Sherwood Securities/NDB Group in 1995. After five years, she moved to the institutional trading desk of Knight Capital Markets, where she provided settlement and liaison support for large fund companies and institutional clients. Gigi began working with David Sherrill in 2005 and became a key member of The Vector Group when it was established in March, 2010.
Gigi is married and is the mother of four children and an English Bulldog named, Bubba. She lives in Hillsborough, NJ.
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.
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