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Executive Director and Senior Portfolio Management Director at Morgan StanleyFeatured in Barron%u2019s, Forbes, & CIO ViewsRanked in Forbes 11 consecutive times Exclusive InterviewQ: Could you share a bit about your background and journey in the financial industry, particularly at Morgan Stanley?I started off in the financial industry as a Financial Advisor at the height of the Financial Crisis which helped shape my thinking around principal preservation strategies. I started focusing more on financial planning, tax-efficient investment planning, and estate planning strategies from the very beginning of my career for my clients instead of just being one dimensional and focusing on investments. Being 22 years old in a very competitive business I wanted to figure out a way to differentiate myself from the very beginning. Then I started building my team, a group of individuals who had similar aspirations as me, and who would be willing to do anything for their clients. After almost a decade at Merrill I moved the team over to Morgan Stanley. While at Morgan Stanley, we have had exponential growth. One of the main reasons why our team has had so much success is because we always put our clients first, and service is a paramount part of our practice. Thanks to our clients, their kind referrals, and dedication of the team, we grew from 400mm to 2bn in assets under management as of June 2024 in just 3 and a half years. As we continue to grow in assets, we make sure to execute on the highest possible level of service which we provide to each of our clients, which is the main reason we continue to succeed.36 MOST MAGAZINE - ISSUE 45