David Sherman
Executive Director, Senior Portfolio Management Director, Futures Specialist - Financial Advisor at Morgan Stanley
- Role
- Executive Director, Wealth Management at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About David Sherman
In today’s volatile market it’s essential to have an experienced financial professional who can provide timely insight and unbiased guidance. As a Financial Advisor and Portfolio Management Director at Morgan Stanley, my goal is to provide clients with the highest level of personalized asset management to help address their unique objectives. If you would like to learn more about my services, please feel free to contact me at d••••••••@morganstanley.com or visit my website: Areas of Focus: Portfolio Management Commodities/Futures Financial Planning
Experience
Executive Director, Wealth Management
Aug 1999 — Present · New York, NY, US
Portfolio Management Director and Financial Advisor at Morgan Stanley providing a high level of personal services including comprehensive investment strategies and customized portfolio management.Skills: Series 3, 7, 63, 65, Portfolio Management, Investment Strategies, Risk Management, Strategic Financial Planning, Futures Trading, Securities, Financial Markets, Finance, Alternative Investments, Hedge Funds, Equities, Fixed Income, Wealth Management, Asset Management, Stock Options, Investment Management, Wealth Management Services, High Net Worth Individuals, Financial Services, Insurance©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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are 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-Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates-NMLS#: 13•••97
Education
Pace University, Lubin Graduate School of Business
MBA
The Ohio State University
BS
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.