4 minute read
SERGIO NICOLOSI
Morgan Stanley Financial Advisor
Morgan Stanley Financial Advisor, Portfolio Manager Director, Sergio Nicolosi, has built one of the most impressive clients list in the world of New York finance, managing portfolios between $5,000,000 and $50,000,000. His deep experience, incisive understanding of the markets, and steadfast commitment to the investment objectives of some of the region’s most notable magnates has made him a much sought-after financial advisor. “What clients are looking for most is exceptional service from someone they can trust and returns that meet their financial needs,” Nicolosi says.
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Wealth Management
No one in the financial world starts at the top, and for Nicolosi, his relationship with money began when he was a child working in the restaurant of his Italian immigrant family. His parents taught him the value of earning a dollar, saving and how to maximize what had been accrued - all valuable lessons that would serve him well in his career. Upon graduating from The City University of New York in economics, Nicolosi soon entered wealth management and channeled his passion and energy into building a robust clientele and helping others learn to build, or build upon, their wealth. Beneath the affable personality and charm, Nicolosi truly exhibits a care and concern for his clients’ success and they, in turn, have maintained long fruitful relationships with him, often introducing their associates to his services. Nicolosi shares, “Clients come to us through various channels, but mostly referrals. Satisfied clients are exceptionally gracious about referring their friends to us because they have been able to see the results we can help deliver.”
The Depth of Real Financial Advice
BY BRIAN AKER
Risk Means Something Different to Everyone
Nicolosi is resolute that the full-service, high-touch service experience he and his team provide impacts the durability of his client relationships and often their success. “It’s a combination of caring as if it’s our own money and digging deep to discover the ultimate goals of our clients, then leveraging all of the resources of Morgan Stanley to help yield those results. We educate our clients, and explain the risks of investing, which puts them more at ease because risk means something different to each person. Even at the start of the pandemic, we proactively connected with our clients to explain what might happen to their investments and offered tailored advice for them.” The current financial climate is ripe with volatility, and Nicolosi explains, “Right now we are in uncharted territory with 40-year high inflation rates and 40-year low bond markets. There’s a lot of market distortion, but we can see where to go in seeking to buffer client portfolios and deliver inline risk adjusted returns.” He goes on to say that those dynamics are part of what he enjoys most about his job, stating, “I love that the market is not the same each day, and the challenge of solving a problem in any given environment while advising the client to create a strong working relationship in decision making.”
One of the biggest changes in the financial world during the last two decades has been the proliferation of self-service investing online platforms, which Nicolosi sees as no threat to clients who value advising services, as there are more investors in the market than ever before.
Meditating & Marathons
The intense challenges of financial services can be stressful, so Nicolosi has found ways to manage that by engaging in meditation and long-distance running, having run several marathons and halfmarathons. “Meditating for twenty minutes helps to calm me and to focus, while running is invigorating and makes me feel like nothing else. As a family we are big on athletics; my daughter is on a top lacrosse team on Long Island that I had the privilege of coaching for five years. That was one of my best experiences, because I had precious time with her during those years. It is an invaluable experience coaching and directing your own child to success with a team.”
As for what’s in Nicolosi’s future? “A goal of mine is to see all fifty states. There is so much to see here in this beautiful country that many of us don’t take advantage of or take the time to explore. I love traveling to Europe, especially Italy, and I want to see much more of the world.”P
advisor.morganstanley.com/sergio.nicolosi
The information contained in this piece is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC, or its affiliates. CRC#4712018 04/2022
