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
- 2015 -now Managing Director, Head of Family Office Resources @ Morgan Stanley Private Wealth Management
- 2013 -2014 Chief Advisory Officer @ GenSpring Family Offices
- 2006 -2012 Chief Wealth Advisory Officer @ GenSpring Family Offices
- 2001 -2006 President - Atlanta Local Family Office @ GenSpring Family Offices
- 2000 -2001 Vice President @
- 1995 -2000 Partner - Trusts and Estates Team @
- 1994 -1995 Senior Tax Manager - Family Wealth Planning Group @
- 1991 -1994 Associate - Trusts and Estates Team @
- 1990 -1991 Market Officer - Fixed Income Department @ The First Boston Corporation
- 1988 -1990 Associate - Asset Backed Securities Group @ The First Boston Corporation
- 1984 -1985 Financial Analyst - Valuations Group @
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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