Top Content Curve
Financial Advisors
One Penn Plaza
43rd Floor
New York, NY 10119
43rd Floor
New York, NY 10119
tel: 212-643-5781
toll free: 800-223-4565
fax: 212-714-2546
toll free: 800-223-4565
fax: 212-714-2546
l - r: Charles T. Goldberg, Lane H. Katz
Group Details
Lane H. Katz, CFP®
Senior Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Senior Investment Management Consultant
Portfolio Manager / Financial Advisor
Senior Investment Management Consultant
tel: 212-643-5817
toll free: 800-223-4565
fax: 212-643-5793
Lane H. Katz, CFP® is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MS, NC, NJ, NM, NV, NY, OK, OR, PA, SC, TX, VA, VT, WA, WI, WY
Charles T. Goldberg, CRPC®
Vice President - Wealth Management
Senior Investment Management Specialist / Financial Advisor
Financial Planning Specialist
Senior Investment Management Specialist / Financial Advisor
Financial Planning Specialist
tel: 212-643-5781
toll free: 800-223-4565
fax: 212-714-2546
Charles T. Goldberg, CRPC® is licensed in the following state(s): CA, CT, FL, GA, MA, NJ, NY, PA, VA
Michael Mannasse
Financial Advisor Associate
tel: 212-643-5776
toll free: 800-223-4565
fax: 212-714-2546
Professional Details
- Gained Significant Industry Experience as Registered Client Service Associate for Fortress Group at Morgan Stanley Smith Barney*
- Interacted with Clients While Performing Administrative Duties
- Bachelor's Degree with Honors - Business Administration, 2006
Queen's College
Flushing, NY - 2004 - 2006: UBS
Summer Intern - Series 7 & 63 Licensed
Michael Mannasse is licensed in the following state(s): NY
Professional Details
- Series 7 & 63 Licensed
- Insurance Licensed
- Over 25 years industry experience and has been with Morgan Stanley Smith Barney* and predecessor firms for 18 years
Benjamin De Angelis
Client Service Associate
tel: 212-643-5899
fax: 212-714-2546
Professional Details
- Bachelor's Degree - Business Economics, 2008
Providence College
Providence, RI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Bottom Content Curve