Business Briefs 4-25-2014

Jeffrey Gerson named to Barron’s top 1,200 financial advisors

Morgan Stanley announced Jeffrey Gerson, executive director, senior portfolio management director and wealth advisor in the firm’s Penn Plaza wealth management office, has been named to Barron’s list of America’s “Top 1,200 Advisors: 2014 State-by-State.”

The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the firm and quality of service provided to clients.

“I am extremely proud Jeffrey Gerson is representing Morgan Stanley Wealth Management on this list,” Frank Novello, branch manager of Morgan Stanley’s Penn Plaza office, said. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking services, annuities and insurance, retirement and trust services.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm’s employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries.

For more information about Morgan Stanley, please visit

GeldwertLocal doctor named team podiatrist for
New York Lizards Lacrosse Team

Dr. Josef Geldwert has been named team podiatrist for the New York Lizards Lacrosse Team.

Geldwert is an authority on podiatric surgery and sports medicine. He has written and lectured extensively on the surgical correction of bunions, the management of athletic injuries, the use of orthotic devices and children’s foot disorders.

Geldwert is a graduate of Yeshiva University, received his degree in podiatric medicine with honors from the New York College of Podiatric Medicine and completed his residency in reconstructive foot and ankle surgery.

After completing his training, Geldwert opened up his Manhattan practice and taught foot surgery at the New York College of Podiatric Medicine. He is presently a clinical instructor in the Department of Orthopedics at the Mount Sinai School of Medicine and is very active in the foot and ankle surgical residency program at Beth Israel Hospital.

He is board certified in foot and ankle surgery and is a fellow of the American College of Foot and Ankle Surgeons, American Society of Podiatric Surgeons and American Academy of Podiatric Sports Medicine.

Geldwert has extensive experience in sports medicine. He is the medical director of the New York City Triathlon and Hamptons Marathon. He has served as the co-chief of lower extremities for the New York City Marathon, as the podiatrist for numerous professional tennis tournaments and an expert analyst in sports medicine for Foot and Ankle Quarterly.

Geldwert has also been a member of the U.S. Olympic Track and Field Advisory Committee, a podiatrist for Women’s Cup Soccer and was the podiatric consultant to the N.Y. Power and N.Y. Liberty.

Dr. Geldwert has attending privileges at Mount Sinai Medical Center and Beth Israel Medical Center.

For more information, go to

Julia B. Fee Sotheby’s International Realty participate in real estate conference

HolmesWilliam Pitt and Julia B. Fee Sotheby’s International Realty announced the firm recently participated in the 2014 Sotheby’s International Realty Leadership Forum, which brought together nearly 300 network members worldwide.

This dynamic, three-day event, which was held March 31 to April 2 at The Breakers in Palm Beach, Fla., provided a unique opportunity for Sotheby’s International Realty brokers, owners and managers to network and share best practices.

Attendees from the firm included president and CEO Paul Breunich, Rye brokerage manager Pati Holmes, Larchmont brokerage manager Jim Whittemore, Scarsdale brokerage manager Jason Wilson, Darien brokerage manager Gigi Melillo, Fairfield-Southport brokerage manager Brad Kimmelman, Danbury brokerage manager Adele Unger, Litchfield Hills brokerage manager Carolyn Fugere and chief operating officer Vin Socci.

“The Leadership Forum provides a great value to our firm,” said Whittemore. “It offered the opportunity to network with some of the world’s most talented real estate professionals and learn more about the industry and the Sotheby’s International Realty brand’s vision for the future.”

William Pitt and Julia B. Fee Sotheby’s International Realty offers exclusive Sotheby’s International Realty marketing, advertising and referral services designed to attract well-qualified buyers to the firm’s property listings. In
addition, the firm and its clients benefit from an association with the Sotheby’s auction house, which promotes real estate referral opportunities with auction house clientele.

As a Sotheby’s International Realty affiliate, the firm also has the unique ability to refer its real estate clientele to the auction house for jewelry, art, unique furniture and collectible appraisal services.Whittemore

Property listings from William Pitt and Julia B. Fee Sotheby’s International Realty also are marketed on the global website, as well as on the firm’s local websites, and

“The Leadership Forum brings together our network members from all over the world with the common goal of sharing their unique experiences and market insights,” said Philip White, president and chief executive officer, Sotheby’s International Realty Affiliates LLC. “This year’s conference provided attendees with an overview of the brand’s strategic vision and priorities for the future. They heard about our exciting and innovative plans on the marketing front and how to leverage our unique relationship with the Sotheby’s Auction House.”

Coldwell Banker recognizes Acocella, Galvin and Morrow

The Coldwell Banker Residential Brokerage office in New Rochelle is pleased to announce that the following professionals have been recognized for their sales achievements: Beth Acocella, associate real estate broker; Brian Galvin, real estate salesperson and Miriam “Lori” Morrow, associate real estate broker.

Acocella, Galvin and Morrow have been recognized with the Coldwell Banker International Diamond Society award. This distinguished honor is awarded to the top 11 percent of approximately 85,000 sales associates worldwide in the Coldwell Banker system.

The sales associates were honored during a special celebration at the Mohegan Sun on April 3. Invited guests enjoyed food, music and dancing. Each year, Coldwell Banker Residential Brokerage recognizes the work of exceptional sales professionals through its distinguished awards program.

“Beth, Brian and Lori are among an elite group of local real estate professionals in New Rochelle,” said Cathleen Smith, president of Coldwell Banker Residential Brokerage in Connecticut and Westchester County. “I am pleased to recognize them and anticipate another year of milestone achievements from them again this year.”

Acocella, Galvin and Morrow are affiliated with the Coldwell Banker Residential Brokerage office in New Rochelle located at 1331A North Ave. They can be reached there at 914-633-5540.

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