Morgan Stanley Private Wealth Management

Type of Investor:
Wealth Management
AuM Assets Held US$:
1660000000000
City:
New York
Country:
United States
Region:
Americas
+1 212 761 4000
About

Founded in 1935 as a partnership with a staff of just 13, Morgan Stanley is now a global financial services firm operating in more than 40 countries with over 80,000 employees. Through our integrated businesses Institutional Securities, Wealth Management and Investment Management

we offer our clients keen insights, forward thinking strategies, innovative products, and experience based advice to help them meet their goals.

Asset Allocation/Holding Type
  • Agriculture
  • Energy
  • Equities
  • Financial Services
  • IT & Technology
  • Mutual Funds
  • Oil & Gas
  • Real estate investments
  • Water & Power
Known Investment Strategies

Alternative Investments:
Private equity, real assets, private credit, hedge funds, and digital assets

Impact Investing:
Strategies that align with environmental, economic, and social goals.

Risk Management:
Advanced analytics and technology solutions to mitigate risk.

Family Office Resources:
Services in trust and estate planning, philanthropy, and wealth education

Key Executives & Board of Directors
Sharon Yeshaya Executive Vice President and Chief Financial Officer
Email: sharon.yeshaya@morganstanley.com
Direct: +1 917-454-8096
Country: United States
Region: Americas
LinkedIn
James Gorman Chairman and Cheif Executive Officer
Email: james.gorman@morganstanley.com
Direct: +1 212-762-1803
Country: United States
Region: Americas
LinkedIn
Daniel DiBiasio Managing Director and Head of Private Wealth Management
Email: daniel.dibiasio@morganstanley.com
Country: United States
Region: Americas
LinkedIn
Christopher Toomey​ Managing Director
Email: christopher.toomey@morganstanley.com
Direct: +1 212-503-2481
Country: United States
Region: Americas
LinkedIn
Andrew O'Daniel​ Managing Director/Private Wealth Advisor
Email: andrew.j.odaniel@morganstanley.com
Direct: +1 402-399-6327
Country: United States
Region: Americas
LinkedIn
Branch Offices
Morgan Stanley Address: EMEA Headquarters 20 Bank Street Canary Wharf London, E14 4AD United Kingdom
City: London
Country: United Kingdom
Region: Europe
Morgan Stanley Address: Level 46, International Commerce Centre 1 Austin Road West Kowloon, Hong Kong SAR
City: Hong Kong
Country: Hong Kong
Region: Asia Pacific
Morgan Stanley Address: 1 Chome-9-7 Otemachi Chiyoda City, Tokyo 100-0004 Tokyo Japan
City: Tokyo
Country: Japan
Region: Asia Pacific
HQ Address
1585 Broadway New York, NY 10036 United States
Year Founded
1977
Staff Number
80000
Countries of Interest
United States
Geographies of Interest
Americas

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