Dave Wachsman

Finance

Profile

David P.
Wachsman worked as a First VP, Financial Advisor & Portfolio Manager at Morgan Stanley Smith Barney LLC (Investment Management) from 2009 to 2023.
He completed his undergraduate degree from Massachusetts Institute of Technology in 1964.

Former positions of Dave Wachsman

Companies	Position	End
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	2023-08-01

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Training of Dave Wachsman

Massachusetts Institute of Technology

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Members of the board

Executives

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Linked companies

Private companies	1
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