William Gambardella
Head of Global Client and Impact Solutions @Morgan Stanley
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WORK HISTORY
Head of Global Client and Impact Solutions @Morgan Stanley
New York, NY, US
Leveraged expertise in offshore investment management to optimize and lead international wealth management (IWM) business following acquisition of Credit Suisse Private Bank, establishing Morgan Stanley as market leader for offshore wealth management services. Serve as trusted advisor, analyzing global and domestic market conditions and providing customized insights and risk mitigation strategies to maximize client-specific investment opportunities. Grew offshore portfolio suite from zero to $2B during tenure by engaging with clients as trusted advisor articulating end-to-end value proposition and portfolio details. Drove $450M increase in assets under management (AUM) in under 1 year by developing cross-listed investment portfolio aligned with local tax regulations and benefits for clients from Mexico, IWM’s largest jurisdiction.
EDUCATION
St. John's University
Master of Business Administration - MBA
Hofstra University
Bachelors Business Administration (BBA)
SKILLS
ABOUT WILLIAM GAMBARDELLA
As an entrepreneurial and influential portfolio management executive, I am a trusted advisor who enables domestic and global clients to meet their financial goals by providing unique investment solutions. Recognized as an industry thought leader in offshore and US-based investment opportunities, I develop and motivate high-performing advisory practices and operationalize strategic business units that drive impact for both organizations and clients. A few notable career accomplishments of which I am incredibly proud include: Initiating and managing 30% year-over-year growth of Morgan Stanley’s international wealth management (IWM) business, delivering 23% of total new company assets in 2021. Expanding oversight to include environmental, social, and governmental (ESG) portfolios in 2019; raised $800M+ in assets through the design and launch of risk-based allocation portfolios using ESG third-party asset managers. Realizing $3B growth in assets under management for Credit Suisse Private Bank by expanding its investment advisory service to include family offices as well as traditional institutional investors.I am excited to expand my professional network and determine what the future holds. If you would like to connect, please contact me at w••••••••@gmail.com.AREAS OF EXPERTISE Team Empowerment & DevelopmentWealth Planning & ManagementClient Retention & EngagementCustom Portfolio DevelopmentFinancial Analysis & AdvisoryNew Business DevelopmentStrategic Vision & DirectionPortfolio ManagementImpact/ESG InvestingResearch & AnalysisThought LeadershipRevenue Growth
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