James Schlueter work email
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James Schlueter personal email
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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.
Morgan Stanley Private Wealth Management
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Managing Director - Private Wealth AdvisorMorgan Stanley Private Wealth Management Jun 1984 - Present©2023 Morgan Stanley Private Wealth Management, a division of 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 trading strategy.MSSB Private Wealth 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 Private Wealth 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://pwm.morganstanley.com/theappletonschluetergroup/. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 1274666
James Schlueter Education Details
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University Of OregonFinance -
University Of California, Santa CruzEconomics
Frequently Asked Questions about James Schlueter
What company does James Schlueter work for?
James Schlueter works for Morgan Stanley Private Wealth Management
What is James Schlueter's role at the current company?
James Schlueter's current role is Managing Director - Private Wealth Advisor - Morgan Stanley Private Wealth Management.
What is James Schlueter's email address?
James Schlueter's email address is ja****@****pwm.com
What schools did James Schlueter attend?
James Schlueter attended University Of Oregon, University Of California, Santa Cruz.
What are some of James Schlueter's interests?
James Schlueter has interest in Chung, Www, Morganstanleypwa, Appleton, Http, Com/harris, Schlueter.
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