Glen MacDonald
Financial Advisor at Morgan Stanley, Wealth & Investment Advisory Professional
- Role
- Senior Vice President at Morgan Stanley
- Location
- Westfield, NJ, US
- LinkedIn followers
- 500 followers
About Glen MacDonald
Private and institutional investment advisor offering comprehensive wealth planning, full…
Experience
Senior Vice President
Mar 2021 — Present · New York, NY, US
Comprehensive wealth and investment management, and sustainable investing advisory with Graystone Consulting serving private families, business owners, foundations and endowments.©2023 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 and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of Morgan Stanley.
Skills
- Impact Investing
- High Net Worth Individuals
- Private Equity
- Foundations
- Investment Advisory
- Turn Around Management
- Wealth Management Services
- Series 7
- Marketing
- Business Strategy
- Asset Allocation
- Philanthropy
- Business Development
- Strategic Financial Planning
- Marketing Strategy
- Wealth Management
- Management Consulting
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