Gregg Bell

About Gregg Bell

Gregory Bell is a Managing Director, Financial Advisor, Alternatives Investments Director and Senior Institutional Consultant with the Sentinel Harbor Group at Morgan Stanley. Gregg began his career at Morgan Stanley in 1996 and leads The Sentinel Harbor Wealth Management Group at Morgan Stanley, a team of 13 experienced professionals* focused on serving the unique needs of institutional clients and high net worth families. He started his career as a member of a group that included three of the largest institutional investment consultants in the country before starting his own team in Gregg graduated with honors from Auburn University where he earned a Bachelor of Arts degree in Law and Business with a minor in Mass Communications. While at Morgan Stanley, he continued his studies at the Wharton School of Finance completing the Certified Investment Management Analyst and Executive Education program, as well as receiving his Senior Institutional Consultant designation at the Consulting Group University. Gregg believes that continuing education must be a cornerstone of a successful consulting practice, and he has built a team that shares this belief. He is a member of the President\'s Club 2024 at Morgan Stanley and is an active member of the Investment Manager Consultant Association (IMCA) and the Association of Professional Investment Consultants (APIC). Gregg actively consults to Non Profits, Trade Associations, defined benefit pension plans, Taft Hartley pension plans, 401K Plans, private foundations and the high net worth marketplace, advising trustees for hospitals, universities, and corporate benefit plans. Gregg holds the CIMA designation, along with the Series 7, 31, 63, and 65 licenses. g••••••••@morganstanley.com 41••••••00 NMLS#: 12•••11 CA Insurance License #: 0D60927 *For more information about team members and their functional titles please visit our website at: https://advisor.morganstanley.com/the-sentinel-harbor-wealth-management-group

Experience

1. Managing Director Senior Institutional Consultant Cima Financial Advisor

   Morgan Stanley

   Sep 1996 — Present · Baltimore, MD, US

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Education

• The Wharton School

  Certified Investment Management Analyst®

  2009 — 2010

• Auburn University

  Bachelor of Arts

  1986 — 1990