Alan Vorwald

Executive Director & Private Wealth Advisor, Jacobs/Vorwald Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Alan Vorwald

Alan Vorwald

Executive Director & Private Wealth Advisor, Jacobs/Vorwald Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Overview
Career Highlights

Morgan Stanley Smith Barney LLC (Invt Mgmt)

RelSci Relationships

1223

Number of Awards

2

Interests

Basketball

Relationships
RelSci Relationships are individuals Alan Vorwald likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Co-Chief Operating Officer, Banking & Trading at Morgan Stanley

Relationship likelihood: Strong

Co-Chairman, Co-President & Co-Chief Executive Officer at Morgan Stanley Smith Barney LLC

Relationship likelihood: Strong

Managing Director of Wealth Management & Wealth Advisor, Front Street Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Managing Director & Head of Field Talent Management at Morgan Stanley

Relationship likelihood: Strong

Senior Vice President & Financial Advisor, Venable Cantey Pruitt & Sexton at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Managing Director & Head of Media Research at Morgan Stanley

Relationship likelihood: Strong

Managing Director, Global Capital Markets at Morgan Stanley

Relationship likelihood: Strong

Vice President & Financial Advisor at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Executive Director, Financial Advisor, Alternative Investments Director, Venable Cantey Pruitt & Sexton at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

Executive Director & Private Wealth Advisor at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Relationship likelihood: Strong

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Alan Vorwald
Executive Director & Private Wealth Advisor, Jacobs/Vorwald Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)
Education
MBA
Class of 1996

The Kellogg School of Management (The Kellogg School or Kellogg) is the business school of Northwestern University in Evanston, Illinois, with additional campuses in downtown Chicago, Illinois and Miami, Florida. Kellogg offers full-time, part-time, and executive programs, and partners with schools in China, France/Singapore, India, Hong Kong, Israel, Germany, Canada, and Thailand.Founded in 1908 in downtown Chicago as a part-time evening program, the school was chartered to educate business leaders with "good moral character.

BA

The University of Iowa is a flagship public research university located in Iowa City, Iowa. The university is organized into eleven colleges. The University of Iowa was founded on February 25, 1847.

Career History
Executive Director & Private Wealth Advisor, Jacobs/Vorwald Group
Current

Morgan Stanley Private Wealth Management provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations. As Morgan Stanley’s premier service for individuals and families with significant means, Private Wealth Management specializes in providing clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and endowments.

Director
Prior

Barclays Plc operates as a bank holding company that engages in the business of providing retail banking, credit cards, corporate and investment banking and wealth management services. The company operates through two divisions: Barclays UK and Barclays International. The Barclays UK division comprises the U.K. retail banking operations, U.K. consumer credit card business, U.K. wealth management business and corporate banking for smaller businesses. The Barclays International division comprises the corporate banking franchise, the investment bank, the U.S. and international cards business and international wealth management. Barclays was founded on July 20, 1896 and is headquartered in London, the United Kingdom.

Senior Vice President, Southern California
Prior
Awards & Honors
2011
Barron's Magazine - Top 1000 Financial Advisors
2010
Barron's Magazine - Top 1000 Financial Advisors
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