Jim Hofheimer

Institutional Consultant

Role: Corporate Retirement Director, Vice President Wealth Management at Morgan Stanley
Location: Chicago, IL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jim Hofheimer

Establishing a relationship of trust with each and every client is what I have been doing…

Experience

Corporate Retirement Director, Vice President Wealth Management
Morgan Stanley
Jul 2023 — Present · Chicago, IL, US

Education

Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
1998 — 2000

Skills

Securities
Investments
Asset Allocation
Mutual Funds
Retirement
Investment Advisory
Fixed Income
Trading
High Net Worth Individuals
Brokerage
Etfs
Asset Management
Capital Markets
Series 7
Equities
Pensions
Options
Portfolio Management
Series 63
Retirement Planning
Derivatives
Alternative Investments
Hedge Funds

Contact information

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Work email
•••••@morganstanley.com
Personal email
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Direct dial
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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About Jim Hofheimer

Experience

Corporate Retirement Director, Vice President Wealth Management

Education

Northwestern University - Kellogg School of Management

Skills

Find verified contacts for anyone on LinkedIn