Sam Herzig

Alternative Investments Specialist | OCIO & Family Office | Global Investment Office

Role
Alternative Investments Specialist Ocio & Family Office Global Investment Office at Morgan Stanley
Location
Brooklyn, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sam Herzig

Established investment professional with experience leading corporate and business…

Experience

  1. Alternative Investments Specialist Ocio & Family Office Global Investment Office

    Morgan Stanley

    Jul 2025 — Present · NY, US

    Investment due diligence and asset allocation for private investments including buyout, growth equity, venture capital, private credit, real assets, secondary and co-investment strategies.

Education

  • Bowdoin College

    Bachelor of Arts - BA

  • The Wharton School

    Master of Business Administration - MBA

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Sam Herzig — Alternative Investments Specialist Ocio & Family Office Global Investment Office at Morgan Stanley in Brooklyn, NY, US | Unifers