David Lew Email & Phone Number
Managing Director, Private Wealth Advisor
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David Lew Location
- New York, NY, US
David Lew Work
- 2002 -now Managing Director, Private Wealth Advisor @ Morgan Stanley Private Wealth Management
- 1999 -2002 Senior Investment Advisor @ Barclays Private Bank Americas
- 1985 -1999 Vice President @
David Lew Education
- Fordham University - Graduate School of Business Administration
MBA (Finance)
1988-1990 - New York University
BA (Biology, Minor Economics/Math)
1981-1985
David Lew Skills
- Bloomberg
- Options
- FX trading
- Wealth Management Services
- Equities
- Asset Management
- Private Banking
- Foreign Exchange
- Financial Services
- Investments
- Alternative Investments
- Corporate Finance
- Wealth Management
- Portfolio Management
- Financial Modeling
- Series 63
- Banking
- Fixed Income
- Bonds
- Valuation
- Capital Markets
- Derivatives
- Financial Risk
- Investment Advisory
- Asset Allocation
- Family Office
- Mutual Funds
- FX Options
- Risk Management
- Private Equity
- Investment Banking
- Trading
- Series 7
- Securities
- Hedge Funds
- Financial Markets
- Structured Products
David Lew Summary
- David Lew, based in New York, NY, US, is currently a Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management. David Lew brings experience from previous roles at Barclays Private Bank Americas and Citibank. David Lew holds a 1988 - 1990 MBA in Finance @ Fordham University - Graduate School of Business Administration. With a robust skill set that includes Bloomberg, Options, FX trading, Wealth Management Services, Equities and more. David Lew has 2 emails on RocketReach.
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