Profile
Mr. Joe Schlater is Senior Advisor at Miracle Mile Advisors LLC.
He has over 20 years of experience in asset and risk management, sales and marketing.
Prior to joining Miracle Mile in July 2009, Mr. Schlater worked with ultra high net worth individuals at Morgan Stanley in San Francisco, advising on asset allocation, risk management and the liquidation of concentrated positions.
Joe also managed relationships for corporate clients of Morgan Stanley in the areas of capital markets, equity sales and derivatives transactions.
Prior to this role, he provided investment advice to high net worth individuals and advised on the sale of restricted securities while at Hambrecht and Quist in San Francisco.
He has also served as a member of the Advisory Board for the University of San Francisco Business School for four years and is a Senior Advisor for the minority-owned broker-dealer Blaylock Robert Van.
Mr. Schlater is currently serving his sixth year as a member of the national board of directors for After School All-Stars, a non-profit organization devoted to the education and social welfare of inner city youths.
Mr. Schlater received a BS in Finance from the University of San Francisco.
Former positions of Joe Schlater
| Companies | Position | End |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31/08/2009 |
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | 30/11/1998 |
| University of San Francisco | Corporate Officer/Principal | - |
Training of Joe Schlater
| University of San Francisco | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Hambrecht & Quist Group, Inc.
Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Finance |
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