David Bokman Email & Phone Number
Managing Director, Head of Family Office Resources
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David Bokman Location
- West Palm Beach, FL, US
David Bokman Work
- Managing Director, Head of Family Office Resources @ Morgan Stanley Private Wealth Management (February 2015 - Present)
- Chief Advisory Officer @ GenSpring Family Offices (January 2013 - December 2014)
- Chief Wealth Advisory Officer @ GenSpring Family Offices (October 2006 - December 2012)
- President - Atlanta Local Family Office @ GenSpring Family Offices (October 2001 - October 2006)
- Vice President @ (February 2000 - October 2001)
- Partner - Trusts and Estates Team @ (June 1995 - February 2000)
- Senior Tax Manager - Family Wealth Planning Group @ (January 1994 - June 1995)
- Associate - Trusts and Estates Team @ (January 1991 - January 1994)
- Market Officer - Fixed Income Department @ The First Boston Corporation (January 1990 - January 1991)
- Associate - Asset Backed Securities Group @ The First Boston Corporation (September 1988 - January 1990)
- Financial Analyst - Valuations Group @ (September 1984 - August 1985)
David Bokman Education
- Yale Law School
JD
1985-1988 - Yale University
BA (Economics)
1980-1984
David Bokman Skills
- Management
- Wealth Management
- Investment Advisory
- Strategic Leadership
- Team Leadership
- Coaching & Mentoring
- Strategic Vision
- Client Services
- Ultra High Net Worth Clients
- Family Office
- Multi-Family Office
- Public Speaking
- Estate Planning
- Tax Advisory
- Team Building
- New Business Development
- Client Relations
- Leadership Mentoring
- Philanthropy
- Family Governance & Education
- Recruiting
- Training & Development
- Strategic Planning
- Compensation Structures
- Fiduciary Services
- Asset Allocation
- Writing
- Mergers & Acquisitions
- Asset Management
- Due Diligence
- Alternative Investments
- Private Equity
- Portfolio Management
- Risk Management
- Banking
- Wealth
- Financial Services
- Business Development
- Series 7
- Corporate Governance
- Tax
- Finance
- Financial Planning
- Strategy
- Leadership
- Investments
- Ultra High Net Worth
- Accounting
- Training and Development
- Industriel Design
- Family Governance And Education
- Multi Family Office
- Change Management
- Coaching and Mentoring
- Family Governance
- Mergers and Acquisitions
David Bokman Summary
- David Bokman, based in West Palm Beach, FL, US, is currently a Managing Director, Head of Family Office Resources at Morgan Stanley Private Wealth Management. David Bokman brings experience from previous roles at GenSpring Family Offices and Goldman Sachs & Co.. David Bokman holds a 1985 - 1988 JD @ Yale Law School. With a robust skill set that includes Management, Wealth Management, Investment Advisory, Strategic Leadership, Team Leadership and more. David Bokman has 1 emails and 3 mobile phone numbers on RocketReach.
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