Michael Dauber

MBA Candidate, Pepperdine Graziadio | Wealth Management Intern—Morgan Stanley

Role: Wealth Management Intern at Morgan Stanley
Location: Santa Clarita, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Michael Dauber

Hi, I’m Michael! I graduated from Pepperdine Graziadio Business School with an MBA…

Experience

Wealth Management Intern
Morgan Stanley
May 2025 — Present · Pasadena, CA, US
Conducted investment research on ETFs, equities, mutual funds, and fixed income instruments to evaluate client portfolios, supporting strategic asset allocation under real-time market conditions-Collaborated with Senior Portfolio Management Director to execute HNW account reviews, create client-facing materials, and fulfill service requests using CRM and proprietary platforms-Contributed to the recruitment of new high-net-worth clients (~$900K AUM) through proactive outreach and personalized investment conversations, contributing directly to client acquisition growth at the branch level

Contact information

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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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