Bryan McNamara

Senior Vice President, Alternative Investments Director, Financial Advisor with The Commonwealth Group at Morgan Stanley

Role
Senior Vice President, Alternative Investments Director at Morgan Stanley
Location
Detroit, MI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bryan McNamara

Office 73••••••43 / E: b••••••••@morganstanley.comOur mission is to guide our clients to their financial finish line by avoiding the five most common investment mistakes.We offer a true cutting edge, real time financial planning and investment strategies for successful, hardworking individuals, business owners, and executivesWhat we offer?Bespoke Financial Planning & financial advice, w/ a focus on Alternative Investments, including private equity, private real estate, and hedge funds, wealth management, stock option planning, retirement income planning, traditional investments, 1031 real estate exchanges & Captive InsuranceNMLS#: to https://fa.morganstanley.com/commonwealthgroup/or email me at B••••••••@morganstanley.com

Experience

  1. Senior Vice President, Alternative Investments Director

    Morgan Stanley

    Sep 2015 — Present

    2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.

Education

  • University of Michigan

    BA Communication

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Bryan McNamara — Senior Vice President, Alternative Investments Director at Morgan Stanley in Detroit, MI, US | Unifers