James Schlueter Email & Phone Number

Experienced investment professional with over 34 years of continuous tenure at Morgan Stanley serving in key leadership roles throughout the Firm and across regions.In addition to his current client coverage role, Jim previously served as Head of Strategic Lead Management, which oversaw the relationship between the Investment Banking Division and Morgan Stanley, co-head of U.S. Private Wealth Management, and San Francisco PWM Regional Manager. In addition, Jim has extensive prior international experience as Co-Director of Equity Research in Hong Kong, Operations Officer for Morgan Stanley Investment Banking Division in Non-Japan Asia, and head of the Tokyo and Hong Kong PWM businesses.His 5-person team, with over 100 years* of combined financial industry experience, works directly with high net worth individuals, family offices, corporations, and foundations. We help construct custom portfolios and financial plans tailored to each client’s unique circumstances.*Please see the team website, https://pwm.morganstanley.com/theappletonschluetergroup/ for details about the members, their functional titles and their individual years of experience.

• Managing Director - Private Wealth Advisor

  Morgan Stanley Private Wealth Management

  Jun 1984 - Present

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