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Ira Friedman

Senior Vice President, Financial Advisor at Morgan Stanley
New York City Metropolitan Area
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Profile Image for Ira Friedman

Ira Friedman

Senior Vice President, Financial Advisor at Morgan Stanley
New York City Metropolitan Area
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Ira Friedman is a seasoned financial advisor with expertise in managing multi-asset strategies and providing customized wealth advisory services to individual and corporate clients on a global basis. He is currently serving as a Senior Vice President and International Client Advisor at Morgan Stanley's IMFS Group located in the heart of Manhattan's Rockefeller Center.

Friedman completed his bachelor's degree in Policy Analysis & Management from Cornell University. With his strong analytical skills and extensive knowledge of wealth structuring and estate planning strategies for domestic and cross-border clients, he helps them identify appropriate third-party trustee and fiduciary agent service partners through Morgan Stanley's open architecture fiduciary services platform.

Friedman's holistic approach towards balancing clients' financial needs coupled with his ability to lead traditional and non-traditional financing arrangements is unique to his skill set. His representative client list includes single and multi-family offices, personal holding companies, family investment vehicles, multi-national corporations, corporate executives, privately held business owners, professional athletes, and financial industry and asset management professionals.

In addition to managing multi-asset strategies and providing customized wealth management solutions, Friedman focuses on coordinating wealth advisory services with third-party tax and legal counsel, serving as a reputable liaison to his clients. He is committed to providing the experience of working with a boutique family office while leveraging the platform and capabilities of Morgan Stanley.

This public profile is provided courtesy of Clay. All information found here is in the public domain.