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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
December 01, 2004 at 02:00 AM
Morgan Stanley
1345 Avenue of the Americas
New York, New York 10015
212-649-8551
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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Copyright © 2024 ALM Global, LLC. All Rights Reserved.
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