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Alan Greenberg
Senior Investment Management Consultant, Senior Vice President, Financial Advisor at Morgan Stanley
Alan Greenberg is a prominent figure in The North Shore Group at Morgan Stanley, with a focus on personalized private and corporate wealth management services.
He has been a key member since 2004, overseeing assets exceeding $250,000,000 and benefitting from 58 years* of combined industry experience as of January 30, 2018.
The team, dedicated to delivering tailored financial solutions, emphasizes a global thematic approach when structuring client portfolios.
Alan and his team provide guidance to select families and businesses, leveraging the extensive resources of Morgan Stanley and its associated platforms to meet the unique needs of their clients.
Known for their proactive and client-centric approach, The North Shore Group regularly conducts seminars throughout the year, showcasing their commitment to client success.
In addition to his role at Morgan Stanley, Alan Greenberg previously held the position of Senior Vice President of Investments at Smith Barney.
He pursued his education by studying Business Administration and obtaining a Bachelor of Science degree from the State University of New York College at Oswego.
