James Cotto is a Managing Director – Wealth Management, Wealth Advisor at The Cotto Wealth Management Group at Morgan Stanley Global Headquarters in Purchase, New York. He built his practice by providing entrepreneurs and other clients with the guidance they need to pursue financial independence for themselves and financial sustainability for the philanthropic organizations most important to them. James’ growing, diverse team of next gen Latinos and women collaboratively work together to serve clients of unique segments such as high-net-worth individuals, families, business owners, professional athletes and entertainers, special purpose acquisition companies, endowments, foundations, and more.
Thursday June 29, 2023
Quality Over Quantity: Why Choosing the Right Deal Always Beats Choosing Any Deal
- Value of choosing the right deal based on fundamentals, trends, and growth potential
- Examples of successful and failed SPAC mergers
- Tips for identifying high-quality SPAC targets
Thursday February 7, 2019