Daniel Tocco

Associate Desk Manager - Client Relationship

Role: Associate Desk Manager - Client Relationship at Morgan Stanley
Location: New York, NY, US
LinkedIn followers: 500 followers

About Daniel Tocco

Associate Director & Portfolio Manager at the nationally recognized CAFE Portfolio Management program at the Gabelli School of Business at Roger Williams University. Here, students and myself managed 4 real-dollar portfolios in order to replicate the process portfolio managers and equity analysts go through within the finance industry. Using an active management approach, students are able to make decisions in real-time just as they would on the trading floor of the NYSE. Here, students are pushed to their limits as we compete with schools across the nation for the highest performing portfolio.

Experience

Associate Desk Manager - Client Relationship
Morgan Stanley
Dec 2025 — Present

Education

Roger Williams University Mario J. Gabelli School of Business
Finance, Investments and Securities
2018 — 2022
Roger Williams University Mario J. Gabelli School of Business
Bachelor of Arts - BA, Finance

Contact information

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Work email
d••••••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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