Jacob Julian Guzman
Gestionnaire de Portefeuille-Actions chez Morgan Stanley Smith Barney LLC (Investment Management)
Profil
Mr. Jacob J.
Guzman is a Senior Vice President & Corporate Client Group Director at Morgan Stanley Smith Barney LLC.
He is also a Alternative Investments Director, Insurance Planning Director, Senior Portfolio Manager, Financial Advisor & Family Wealth Director.
He co-leads the CES Group, working with select individuals, families and corporations primarily executives in healthcare, technology, real estate and asset management.
He has a particular interest in liquidity planning for corporate executives and exit strategies relating to M&A and IPO events.
He is also one of a limited number of Morgan Stanley Alternative Investment Directors.
He earned a B.A.
from the University of Virginia.
He also holds an M.B.A.
from Johns Hopkins University with a focus on Healthcare Management.
Postes actifs de Jacob Julian Guzman
| Sociétés | Poste | Début |
|---|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Gestionnaire de Portefeuille-Actions | 01/06/2009 |
Formation de Jacob Julian Guzman
| University of Virginia | Undergraduate Degree |
| The Johns Hopkins University | Undergraduate Degree |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Finance |
