Morgan Stanley Profile: What is Morgan Stanley?

Morgan Stanley is one of the biggest financial institutions in the world.

It has a global footprint and diversified financial services. Today, the firm operates in over 40 countries, employing more than 80,000 individuals.

If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me (advice@adamfayed.com) or WhatsApp (+44-7393-450-837).

This page will focus on Morgan Stanley’s background, what they do, profitability, key execs, and contact details.

Who is Morgan Stanley?

Morgan Stanley History

Morgan Stanley, established in 1935 by Henry S. Morgan and Harold Stanley, has evolved into a leading global financial services firm.

Initially focused on investment banking, the company expanded its services over the decades to include wealth management, sales and trading, research, and investment management.

Significant milestones in its history include the 1997 merger with Dean Witter Discover & Co., enhancing its retail brokerage capabilities, and the 2008 transition to a bank holding company during the financial crisis, allowing for greater regulatory oversight and stability.

Morgan Stanley, established in 1935 by Henry S. Morgan and Harold Stanley

In recent years, Morgan Stanley has continued to grow through strategic acquisitions, such as the purchase of E*Trade in 2020 and Eaton Vance in 2021, further diversifying its service offerings and strengthening its position in the financial industry.

Morgan Stanley Services

Focusing primarily on managing and distributing the capital for its clients, Morgan Stanley also offers a comprehensive suite of services through its three main business segments:

Institutional Securities: Provides capital raising, financial advisory, and market-making services to corporations, governments, and financial institutions.
Wealth Management: Delivers financial planning, investment advisory, and brokerage services to individual investors and small- to medium-sized businesses.
Investment Management: Offers asset management products and services in equity, fixed income, alternative investments, and private equity to institutional and retail clients globally.

Morgan Stanley Financial Performance

In the third quarter of 2024, the firm continued its positive trajectory, with profits rising by 32% year-over-year to $3.2 billion, or $1.88 per share, surpassing Wall Street expectations.

This growth was driven by a 56% increase in investment banking revenue and a 21% rise in equity trading revenue.

Morgan Stanley Leadership

Ted Pick – Chief Executive Officer
Ted Pick became CEO in 2024 after previously serving as Co-President and Head of the Institutional Securities Group. He has held multiple leadership roles, including Global Head of Sales and Trading, where he revitalized the Fixed Income Division, and Head of Institutional Equities.
Jed Finn – Head of Wealth Management
Jed Finn assumed leadership of Morgan Stanley Wealth Management in January 2024. He oversees Wealth Management channels, including Morgan Stanley Financial Advisors, E*TRADE, and Morgan Stanley at Work.
Andy Saperstein – Co-President
Andy Saperstein became Co-President in 2024 and oversees Wealth and Investment Management, the U.S. Banks business, and global marketing initiatives. Previously, he served as Co-Head of Wealth Management and Co-COO of the Institutional Securities Group. He has led Morgan Stanley Wealth Management since 2019, focusing on expanding its service capabilities.
Daniel Simkowitz – Co-President
Dan Simkowitz, appointed Co-President in 2024, leads the Institutional Securities Group and serves on several key committees. He previously headed Morgan Stanley Investment Management, where he spearheaded acquisitions such as Eaton Vance and Mesa West, strengthening the firm’s private markets and alternatives platform.

Morgan Stanley Offices and Contact Information

Morgan Stanley operates worldwide. Below are their offices in the U.S.

New York (World Headquarters)

Address: 1585 Broadway, New York, NY 10036
Tel: +1 212 761 4000

Alpharetta

Address: 1 & 3 Edison Drive, Alpharetta, GA 30005

Atlanta

Division: U.S. Real Estate Investing
Address: 100 Terminus, 3280 Peachtree Rd, NE, 20th Floor, Atlanta, GA 30305

Baltimore

Address: 1300 Thames Street, Baltimore, MD 21231
Tel: +1 443 627 6000

Boston

Address: 1 Post Office Square, Boston, MA 02109
Tel: +1 617 482 8260

Boca Raton

Address: 5002 T-Rex Avenue, Suite 300, Boca Raton, FL 33431
Tel: +1 561 394 8600

Chicago

Address: 233 South Wacker Drive, Suite 9200, Chicago, IL 60606
Tel: +1 312 419 3600

Columbus

Address: 4343 Easton Commons, Columbus, OH 43219
Tel: +1 614 414 8432

Houston

Address: JP Morgan Chase Tower, 600 Travis Street, Suite 3700, Houston, TX 77002
Tel: +1 713 512 4400

Los Angeles

Address: 1999 Avenue of the Stars, Suite 2400, Los Angeles, CA 90067
Tel: +1 310 788 2000

Menlo Park

Address: 2725 Sand Hill Rd, Suite 200, Menlo Park, CA 94025
Tel: +1 650 234 5500

Miami

Address: 200 South Biscayne Boulevard, 51st Floor, Miami, FL 33131
Tel: +1 786 437 4950

Phoenix

Address: 111 East Rivulon Blvd, Gilbert, AZ 85295

Purchase

Address: 2000 Westchester Avenue, Purchase, NY 10577
Tel: +1 914 225 5510

San Francisco

Address: 555 California Street, San Francisco, CA 94104
Tel: +1 415 576 2000

South Jordan

Address: 680 West 10000 South, South Jordan, UT 84095
Tel: +1 801 617 7005

Washington, DC

Address: 401 9th Street NW, Suite 630, Washington, DC 20004
Tel: +1 202 862 9000

West Conshohocken

Address: One Tower Bridge, 100 Front Street, West Conshohocken, PA 19428
Tel: +1 610 940 5000

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