James Cotto

Managing Director


Morgan Stanley, Cotto Wealth Management Group

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.


    11:15 AM - 11:45 AM

    Thursday June 29, 2023

    Cash Management Considerations - From conceiving the IPO to completing a Business Combination

    • Operating accounts
    • Asset management investment optionality
    • Tax payments and Reporting
    • DeSpac initiatives
    • Completing the Business combination
    2:45 PM - 3:05 PM

    Thursday February 7, 2019

    Working with Special Purpose Acquisition Companies

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