Harry Perkins

Harry Perkins Email and Phone Number

Financial Advisor at Morgan Stanley @ Morgan Stanley
New York City
Harry Perkins's Location
New York City Metropolitan Area, United States, United States
Harry Perkins's Contact Details

Harry Perkins personal email

n/a
About Harry Perkins

Harry is a Financial Advisor and member of the Kenilworth Group at Morgan Stanley, which oversees $2 billion in client assets under management as of 1/1/2024. The Kenilworth Group was recognized as a Forbes Best-in-State team in 2023 and 2024.Harry works with successful individuals and family offices to help develop and implement tailored strategies for each client. Harry works closely with clients and their dedicated advisors to help prepare for life’s challenges, such as balancing education and retirement planning strategies, planning for liquidity events, and implementing tax-management strategies.Harry has 8 years of experience working with high-net-worth individuals and family offices to help provide investment management strategies, operational support and other tailored services. He believes that establishing a family’s values and mission are the core elements of seeking to build a successful legacy.Prior to Morgan Stanley, Harry was an Analyst at Bridgewater Associates where he worked in the Family Office of the firm’s Founder and Chairman, Ray Dalio. He also held roles at Marsh & Mclennan and The Riverside Company. Harry earned a B.A. in Economics from Wake Forest University and holds the Series 7 and 66 licenses. He lives in New York City with his wife, Isabelle, and their daughter.Disclaimers:Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.2023-2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/

Harry Perkins's Current Company Details
Morgan Stanley

Morgan Stanley

View
Financial Advisor at Morgan Stanley
New York City
Employees:
501
Company phone:
(212)761-4000
Harry Perkins Work Experience Details
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Oct 2020 - Present
    New York, Ny, Us
    Financial Advisor I The Kenilworth Group at Morgan StanleyNMLS #2264051"© 2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. 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 investment 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. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/harry.perkins. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."
  • Marsh & Mclennan Companies
    Associate
    Marsh & Mclennan Companies Jul 2019 - Sep 2020
    New York, Ny, Us
    Associate to the Global CIO of Marsh & McLennan
  • Bridgewater Associates
    Analyst
    Bridgewater Associates 2016 - Jul 2019
    Westport, Connecticut, Us
    The Dalio Family Office (DFO) is the family office of Ray Dalio, the founder of Bridgewater Associates, LP and a global philanthropist.
  • The Riverside Company
    Summer Analyst
    The Riverside Company May 2015 - Jul 2015
    New York City, New York, Us
    The Riverside Company is a global investment firm focused on being one of the leading private capital options for investors, business owners and employees at the smaller end of the middle market by seeking to fuel transformative growth and creating lasting value.
  • Morgan Stanley
    Summer Analyst
    Morgan Stanley Jun 2014 - Aug 2014
    New York, Ny, Us

Harry Perkins Skills

Economics Equities Valuation Investments Bloomberg Terminal Financial Analysis Microsoft Office Entrepreneurship Leadership

Harry Perkins Education Details

  • Wake Forest University
    Wake Forest University
    Politics & International Affairs
  • Kent School
    Kent School
    High School Diploma

Frequently Asked Questions about Harry Perkins

What company does Harry Perkins work for?

Harry Perkins works for Morgan Stanley

What is Harry Perkins's role at the current company?

Harry Perkins's current role is Financial Advisor at Morgan Stanley.

What is Harry Perkins's email address?

Harry Perkins's email address is ha****@****mmc.com

What schools did Harry Perkins attend?

Harry Perkins attended Wake Forest University, Kent School.

What are some of Harry Perkins's interests?

Harry Perkins has interest in Politics, Education, Environment, Economic Empowerment.

What skills is Harry Perkins known for?

Harry Perkins has skills like Economics, Equities, Valuation, Investments, Bloomberg Terminal, Financial Analysis, Microsoft Office, Entrepreneurship, Leadership.

Who are Harry Perkins's colleagues?

Harry Perkins's colleagues are Ajay S, Nivedita V, Yulius Lesmana, Kusuma N, Clyde Pelton, Ilya Galinskiy, Umair H..

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