Marc Karetsky is a Managing Director, Portfolio Manager, and Private Wealth Advisor within the Private Wealth Management division at Morgan Stanley. Drawing on over 30 years of experience in the investment advisory business, Marc and his team work with wealthy individuals and their families, charitable organizations and corporations. He creates strategies to seek to build, manage, preserve and transition wealth. Marc has been recognized as a Barron's Top 1200 Advisors 2021, Forbes Magazine’s Best-In-State Wealth Advisors 2018, 2019, 2020 and 2021 and a 2018, 2019 and 2020 Top 400 Financial Adviser by the Financial Times. 2018-2021 Forbes Best-In- State Wealth AdvisorsSource: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. 2021 Barron's Top 1,200 Financial Advisors: State-by-StateSource: barrons.com (Awarded Mar 2021) Data compiled by Barron's based on time period from Sept 2019- Sept 2020. 2018,2019,2020 Financial Times 400 Top Financial AdvisorsSource: ft.com. Data compiled by the Financial Times based the following time periods:Advisor to choose appropriate years/periods from list below:Awarded 2020; data 6/30/16 - 6/30/19Awarded 2019; data 6/30/15 - 6/30/18Awarded 2018; data 6/30/15 - 6/30/17Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.htmlAt Morgan Stanley, Marc sits on the Private Wealth Advisory Council. He is a past Vice Chairman of the Men’s Division of the Albert Einstein College of Medicine and serves on the Executive Committee and board of trustees of Temple Israel of the City of New York. Marc is an active member of the Yale University and Lehigh University Parents Associations and is a long-term member of the New York Stock Exchange Hearing Review Board.
Listed skills include Financial Services, Email, Wealth Management, and Services.
