David Polly
◆ Executive Director - Head of NY Prime Brokerage Relationship Management @ Morgan Stanley | Relationship Management | Client Service / Coverage
- Role
- Executive Director - Head of Prime Brokerage Relationship Management at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About David Polly
An accomplished and highly successful Senior Financial Services Executive with 25+ years’ experience leading high-performing Prime Brokerage and Institutional client coverage teams across hedge funds, family offices, and institutional segments. ⇨ Delivers strategic relationship management, client retention, and commercial growth for portfolios of the firm’s largest hedge fund clients across all asset classes.⇨ Demonstrates success building and mentoring global teams, developing enterprise-wide service frameworks, and driving cross-functional alignment across trading, operations, risk, and technology. My skillset includes: Client Relationship Management Executive Leadership Prime Brokerage Expertise Operational Strategy Risk Control Cross-Functional Collaboration Data & Revenue Analysis Thought LeadershipI am an energetic and passionate leader who optimizes coverage models, launches new services, and leads high-impact initiatives that enhance profitability, scalability, and risk control.I have been recognized for deep product expertise across equities, derivatives, FX, and securities finance, with a proven ability to translate com-plex financial structures into actionable growth opportunities. A thought leader and trusted advisor to senior hedge fund executives, I have a track record of revenue generation, process innovation, and executive committee influence.I can be contacted on:(91••••••21⌨ d•••••••@gmail.com
Experience
Executive Director - Head of Prime Brokerage Relationship Management
Apr 2024 — Present · New York, NY, US
Managing a team of 6 Executive Directors, with responsibility for Prime Brokerage clients (Hedge Funds), setting strategic direction, ensuring performance, and overseeing high-value client engagements.Sits on the Client Service Executive Committee; Directs commercial strategy across hedge fund accounts; Serves as senior escalation point for client issues; Oversees comprehensive client lifecycle management.
Education
St. Joseph's University New York
Bachelor's degree, Business Management
1992 — 1996
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