Excelsior Wealth Management at Morgan Stanley Private Wealth Management group, leverages the vast resources of a global financial services firm with a focus on individualized services to help address the planning, governance, liability management and investing needs of ultra-high net worth families, their businesses and their philanthropic enterprises. Our goal is to address issues and challenges that extend beyond ordinary investing and wealth management and seek to preserve and grow clients’ financial, family and social capital to help plan for today and for generations to come.Drawing on the vast talent and global resources of Morgan Stanley, Excelsior Wealth Management can provide clients with access to the extensive capabilities available to individual investors. Our team shapes financial strategies that combine a high levels of analysis while leveraging the value of Morgan Stanley’s insight with an objective understanding of client goals, family dynamics and other complexities.Jesse Friedman joined Excelsior Wealth Management in 2001, after graduating from Brandeis University with a double major in economics and political science and a minor in international business. He is the primary contact for clients and their other advisors, including attorneys, accountants and family office directors. He is also responsible for managing the financial planning process for existing clients and developing customized strategies for new ones. Jesse obtained his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2011, allowing him to provide intimate planning and strategic advice to clients. Additionally, Jesse manages the other team members in a concerted effort to help ensure that client needs are addressed efficiently and assists in providing access to the firm’s extensive research.