Morgan Stanley Private Wealth Management
Financial Services • 
United States • 21-50 Employees
Company overview
| Headquarters | United States |
| Website | |
| NAICS | 52 |
| Employees | 21-50 |
| Socials |
Key Contacts at Morgan Stanley Private Wealth Management
Jake Dunn
Managing Director, Private Wealth Advisor
Kate Palmer
Executive Director, Private Wealth Advisor
Philip Reagan
Managing Director, Private Wealth Advisor / Senior Institutional Consultant
Brian Saltzman
Executive Director, Private Wealth Advisor, Family Wealth Director, Alternative Investments Directo
Hosea Lee
Executive Director
Andrew O'
Executive Director, Private Wealth Advisor
Fjolla Isufaj
Executive Director
Alexander Mayer
Managing Director
Brock Renner
Managing Director, Portfolio Management Director, Private Wealth Advisor
Joshua Malkin
Managing Director, Private Wealth Advisor With The Malkin Group
Morgan Stanley Private Wealth Management Email Formats
Morgan Stanley Private Wealth Management uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@morganstanley.com), used 74.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@morganstanley.com | 74.5% |
{last name} | doe@morganstanley.com | 10.9% |
{first name}.{last name} | john.doe@morganstanley.com | 9.1% |
{first initial}{last name} | jdoe@morganstanley.com | 3.6% |
{last name}{first initial} | doej@morganstanley.com | 1.8% |
About Morgan Stanley Private Wealth Management
With exceptional wealth comes exceptional complexity. Morgan Stanley Private Wealth Management combines the vast resources of a trusted global financial services firm with the individualized services of an investment boutique for a hands-on tailored approach to help families, foundations and individuals manage the multiple facets —and legacy—of their wealth. Visit our website to learn more about our commitment, capabilities, approach, and values we deliver to the clients we serve. © 2025 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC. CRC# 4458540 05/2025
Morgan Stanley Private Wealth Management revenue & valuation
| Annual revenue | $6,098,478 |
| Revenue per employee | $133,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Morgan Stanley Private Wealth Management has 41 employees across 5 departments.
Departments
Number of employees
Funding Data
Morgan Stanley Private Wealth Management has never raised funding before.
Israel
India
Belgium
Slovenia
Frequently asked questions
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