James Small Email & Phone Number
Senior Vice President, Private Wealth Advisor
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Small Location
- Philadelphia, PA, US
James Small Work
- 2020 -now Senior Vice President, Private Wealth Advisor @ Morgan Stanley Private Wealth Management
- 2009 -2020 Senior Vice President- Investents @
- 1990 -1995 Branch Manager @
James Small Education
- Bowdoin College
History
James Small Skills
- Process Improvement
- Investments
- Financial Analysis
- Business Development
- Strategy
- Wealth Management
- Portfolio Management
- Commercial Lending
- Risk Management
- Tenant Representation
- Credit
- Credit Analysis
- Relationship Management
- Mortgage Banking
- General Insurance
James Small Summary
- James Small, based in Philadelphia, PA, US, is currently a Senior Vice President, Private Wealth Advisor at Morgan Stanley Private Wealth Management. James Small brings experience from previous roles at UBS Financial Services Inc. and Morgan Stanley. James Small holds a History @ Bowdoin College. With a robust skill set that includes Process Improvement, Investments, Financial Analysis, Business Development, Strategy and more. James Small has 2 mobile phone numbers on RocketReach.
Looking for a different James Small?
Find contact details for 700 million professionals.
Others Named James Small
James Small
Founder, president
Seattle, WA, US
James Small
VP of Sales
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co