From the December 2004 issue of Investment Advisor • Subscribe!

Mark Axelowitz

Morgan Stanley

1345 Avenue of the Americas

New York, New York 10015


Year practice began: 1987, as trainee at SmithBarney. Also practiced at PaineWebber, Lehman Brothers, and Merrill Lynch before joining Morgan Stanley in 1999

Assets under management: About $500 million

Practice team: Three advisors, one associate, one support person

Number of clients: About 70 "relationships," which may include multiple family members

New client minimums: $5 million; $2 million if referred by current clients

Asset management techniques: Managed accounts, commodity trading advisor programs, and hedge funds in a strict asset allocation framework

Financial planning software: Customized Frontier Analytics package

Compensation: Mostly fees, some commissions

Clientele: Entrepreneurs and their families

College: Hofstra University

Professional designation: CIMA

Outside interests: Volunteer work and charitable giving

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