Managing Director, Financial Advisor
CurrentDavid has more than 25 years of financial investment experience with ultra/high-net-worth families, hedge funds and middle market institutions. His primary focus is portfolio management with an emphasis on risk management and wealth preservation strategies. David leverages his business insight to assist clients with all aspects of their investment cycle. Prior to joining Morgan Stanley more than 15 years ago, David was a Vice President within Alex. Brown & Sons’ Private Wealth Management division which later became Deutsche Bank AG. David holds a degree from Villanova University and has attended select developmental business courses at The Wharton School of Business. David is the President of Divine Providence Association, a non-profit organization for handicapped children. He has also served on the committee for The Philadelphia Zoo’s Zoobilee, Franklin Institute, Friends of the Red Cross and The Oblates of St. Frances DeSales.Please note: Contact me by email via. david.schaeffer@morganstanley.com or by phone (800) 652-1766.©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. NMLS#: 1253033
