Senior Vice President, Wealth Advisor, 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.