I advise ultra high net worth individuals, families/family offices and small-to-mid sized institutions across various areas of asset and wealth management, including investments (brokerage and discretionary management), cash management and lending solutions, risk management, and trust/estate planning strategies.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Listed skills include Investments, Wealth Management, Private Banking, Asset Allocation, and 18 others.
