William Wolcott
Executive Director @ Morgan Stanley | Private Wealth Management
- Role
- Executive Director at Morgan Stanley
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Executive Director
Jun 2016 — Present · San Francisco, CA, US
2022 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see https://advisor.morganstanley.com/team-581. The designation and/or awards are not indicative of the Financial Advisor\'s past or future performance. No fee is paid in exchange for any award.
Education
Hobart and William Smith Colleges
Environmental Studies, B.A.
1986 — 1990
Cate School
History
1982 — 1986
Skills
- Investment Banking
- Pricing
- Sales
- Ipo's
- Investments
- Capital Markets
- Series 7
- Research
- Finance
- Follow-on Financings
- Asset Managment
- Equities
- Underwriting
- Ipo
- Wealth Management
- Alternative Investments
- Private Equity
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