Michael Appleton

Private Wealth Advisor & Executive Director, 525 Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Michael Appleton

Michael Appleton

Private Wealth Advisor & Executive Director, 525 Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)

Biography

Mike has 19 years of experience in investment consulting, having joined Morgan Stanley in 1997. Mike’s primary responsibility is manager selection for long only and alternative investments and portfolio implementation. Mike also leads our foundation & endowment client coverage, where we have over $700 million in client assets. Mike received a B.A. in Economics from Saint Mary’s College of California and is a Certified Investment Management Analyst (CIMA®). Mike lives in Moraga with his wife, Andrea, and three children.

Overview
Career Highlights

Morgan Stanley Smith Barney LLC (Invt Mgmt)

RelSci Relationships

1181

Number of Boards

1

Number of Awards

1

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

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

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

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Managing Director & Head of Media Research at Morgan Stanley

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

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Executive Director at Morgan Stanley Smith Barney LLC (Invt Mgmt)

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Managing Director & Head of Field Talent Management at Morgan Stanley

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

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

Relationship likelihood: Strong

Managing Director, Global Capital Markets at Morgan Stanley

Relationship likelihood: Strong

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Michael Appleton
Private Wealth Advisor & Executive Director, 525 Group at Morgan Stanley Smith Barney LLC (Invt Mgmt)
Education
B.A. in Economics

Saint Mary's College is a Catholic liberal arts college, rooted in the life and work of Saint John Baptist de La Salle, founder of the Christian Brothers and the patron saint of teachers.

Career History
Private Wealth Advisor & Executive Director, 525 Group
1997 - ?

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.

Boards & Committees
Member, Board of Regents
Prior

Saint Mary's College is a Catholic liberal arts college, rooted in the life and work of Saint John Baptist de La Salle, founder of the Christian Brothers and the patron saint of teachers.

Awards & Honors
Certified Investment Management Analyst
Other Affiliations
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