New York, USA
FinTech, FoodTech, Consumer, All
Executive Director, Morgan Stanley
Daniel Ehrlich - Daniel is an Executive Director at Morgan Stanley in New York where he brings 10+ years of global expertise in private banking, wealth management, financial planning, and investments to the Private Wealth Advisory and Family Office space. He is a top-performer and trusted client partner�earning elite recognitions such as President�s Club, Top Next Generation Advisors (Ranked #25 in 2020), Top 40 Under 40 (Ranked #39 in 2019), Best in State (Raked #84 in 2021).
Prior to Morgan Stanley, Daniel held Private Wealth Management roles at Credit Suisse Securities, Goldman Sachs, and Lloyds Bank TSB as well as sales, business strategy, and financial consulting positions with Coca Cola Company and Deloitte & Touche.
Daniel is a native of Montevideo, Uruguay. He received his MBA from NYU Stern School of Business and is SEC & FINRA Registered�Series 66 & 7.