![Jacob Julian Guzman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Gestionnaire de Portefeuille-Actions | 01/06/2009 |
Formation de Jacob Julian Guzman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
67
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Johns Hopkins University
 The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Finance |
