Jack C.
Private Wealth Analyst, The 9990 Group at Morgan Stanley
- Role
- Pwm Analyst at Morgan Stanley
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Jack C.
As an Analyst for the Group at Morgan Stanley, I oversee and manage our consolidated reporting software, Addepar, for all ultra-high net worth clients and family offices. I focus on creating bespoke reporting packages for complex investment portfolios. Through my previous experience at Mirador, I\'ve operated Addepar for dozens of RIAs and family offices all over the world, which has allowed me to explore the full suite of the software\'s capabilities. I graduated Syracuse University\'s Whitman School of Management in 2021 with a dual degree in Finance and Business Management.
Experience
Pwm Analyst
May 2023 — Present · Salt Lake City, UT, US
Education
Syracuse University
Bachelor of Science - BS, Finance, Business Management
2017 — 2021
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