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Jacob Julian Guzman
Portfolio Manager-Equities at Morgan Stanley Smith Barney LLC (Investment Management)
Profile
Mr. Jacob J.
Guzman is a Senior Vice President & Corporate Client Group Director at Morgan Stanley Smith Barney LLC.
He is also a Alternative Investments Director, Insurance Planning Director, Senior Portfolio Manager, Financial Advisor & Family Wealth Director.
He co-leads the CES Group, working with select individuals, families and corporations primarily executives in healthcare, technology, real estate and asset management.
He has a particular interest in liquidity planning for corporate executives and exit strategies relating to M&A and IPO events.
He is also one of a limited number of Morgan Stanley Alternative Investment Directors.
He earned a B.A.
from the University of Virginia.
He also holds an M.B.A.
from Johns Hopkins University with a focus on Healthcare Management.
Jacob Julian Guzman active positions
Companies | Position | Start |
---|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
![]() Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Portfolio Manager-Equities | 01/06/2009 |
Training of Jacob Julian Guzman
University of Virginia | Undergraduate Degree |
The Johns Hopkins University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Morgan Stanley Smith Barney LLC (Investment Management)
![]() Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Finance |
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