James Cotto

Senior VP, Wealth Advisor

Speaker

Morgan Stanley

James Cotto is an Executive Director at Morgan Stanley Global Headquarters in Purchase, New York where he manages a wealth advisory practice. He prides himself on providing broad, integrated services with Morgan Stanley’s team of professionals with diverse skills and deep specialties, a concentration on high touch services, and experience in multigenerational planning. His typical client is a high net worth individual with an entrepreneurial spirit. These clients appreciate working with a wealth advisory practitioner who thinks and acts as opportunistically as they do.

    Topic

    2:45 PM - 3:05 PM

    Thursday February 7, 2019

    Working with Special Purpose Acquisition Companies

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