James Coleman
Financial Advisor @Morgan Stanley
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WORK HISTORY
Financial Advisor @Morgan Stanley
New York, NY, US
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EDUCATION
University of Mississippi
Bachelor's Degree, Managerial Finance
ABOUT JAMES COLEMAN
James Coleman is a Financial Advisor with the Marathone Group at Morgan Stanley, an advisory group based in New York City, where he works with company executives, founders, venture capital investors, and multi-generational families to help them grow, preserve, and structure their wealth.James focuses on building long term, tax aware strategies that help align investment management, planning, and coordination across a client\'s full financial picture. His approach emphasizes clarity, discipline, and thoughtful decision making through period of growth, transition, and liquidity.James began his career in financial services in San Francisco, where he started at Merrill Lynch. In 2019, he joined Morgan Stanley to better service his clients with the depth of resources, platform capabilities, and institutional investment solutions the firm provides.In 2022, James joined The Marathone Group, where he works closely with clients navigating concentrated equity, private investments, liquidity events, and complex family planning needs, while serving as a central point of coordination among attorneys, accountants, and other professional advisors.James brings a detail oriented and analytical mindset to every client relationship, with a strong emphasis on risk management, tax efficiency, and long term outcomes.He earned his B.A. degree in Finance from the University of Mississippi. James is currently based in New York City and works with clients across the country.Outside of work, he enjoys rooting for the New York Yankees, New York Giants, and Ole Miss sports teams. He enjoys spending time with his family, traveling, skiing, and enjoying live music.
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