GREGORY CHASKIN
Morgan Stanley
As a Certified Exit Planning Advisor (CEPA®), Gregory Chaskin is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Gregory Chaskin - CEPA, CDFA, Family Wealth Director, CPA (non-practicing), Portfolio Management Director - Morgan Stanley - Manhasset, New York, city=Manhasset, display_country=United States, hs_object_source_label=IMPORT, url_slug=gregory-chaskin, lname=Chaskin, designations=[CDFA, CEPA, CPA (non-practicing), Family Wealth Director, Portfolio Management Director], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202021/Gregory-Chaskin-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-April-2021.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394732, cohortium_profile_title=Gregory Chaskin | Financial Advisor at Morgan Stanley | CEPA Connect Member, state=New York, hs_was_imported=true, id=2835749676, designations__text_=CEPA, CDFA, Family Wealth Director, CPA (non-practicing), Portfolio Management Director, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Gregory Chaskin, email=gregory.chaskin@morganstanley.com, cohortium_meta_description=Connect with Gregory Chaskin, a specialized Financial Advisor working with Morgan Stanley based in New York. Credentials include: CEPA, CDFA, Family Wealth Director, CPA (non-practicing), Portfolio Management Director., associated_contact_record_id=6774301, website=https://www.morganstanley.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202021/2817_Chaskin_CEPA-Certificate-2021-APR-MC.pdf, is_editable=editable, url_slug_2=gregory-chaskin, impersonate_user_url=https://exit-planning-institute.org/member-detail/gregory-chaskin?impersonation=true, full_name=Gregory Chaskin, hs_lastmodifieddate=1764932330392, phone=(212) 551-7213, company_name=Morgan Stanley, name=Gregory, hs_object_id=2835749676, associated_resources=0, hs_object_source=IMPORT, postal_code=11030, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Financial Advisor
- Website:
https://www.morganstanley.com/ - Phone: (212) 551-7213
- City: Manhasset
- State: New York
- Postal Code: 11030
- Country: United States
- Designations: CEPA, CDFA, Family Wealth Director, CPA (non-practicing), Portfolio Management Director
- Markets Served:
- Company Name: Morgan Stanley
