Morgan Stanley's new wealth boss Jed Finn shares his playbook from playing matchmaker with E-Trade clients to getting advisors to teach each other how to use AI [Business Insider]
Morgan Stanley (MS)
Last morgan stanley earnings: 4/16 07:15 am
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Source: Business Insider
Bank vet Jed Finn took over the $5.5 trillion wealth unit in January from runner-up Andy Saperstein. Finn, whose mandate is to hit $10 trillion in assets, told BI how he is attacking on all fronts. Morgan Stanley's new wealth chief Jed Finn doesn't wear cufflinks or even a watch "I like to be unencumbered," the fast-talking ex-McKinsey partner told Business Insider in an interview at the bank's Times Square headquarters. Much of the job is familiar to 45-year-old Finn, who joined the bank in 2011 and was the unit's chief operating officer. In January he inherited a thriving business with $5.5 trillion in assets from his boss Andy Saperstein, who was promoted to oversee wealth management and asset management after James Gorman's retirement. Finn has his hands full. If bare wrists help him move ever so slightly faster, it's worth it. The bank is about $3 trillion away from its target of $10 trillion in client assets combined with wealth and asset management. Reaching this goa
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MS
Earnings
- 4/16/24 - Beat
MS
Sec Filings
- 5/15/24 - Form 424B2
- 5/15/24 - Form 424B2
- 5/15/24 - Form 424B2
- MS's page on the SEC website