Brian Horowitz

Brian Horowitz, CFA, is the Director of Business Strategy at Morgan Stanley Wealth Management.1 He has been with Morgan Stanley for over 12 years, starting in May 2012.1 In his current role, Horowitz leads a team of 6 analysts managing approximately $2 billion in assets.1 His responsibilities include:

1. Creating detailed asset allocation proposals
2. Discussing proposals with clients
3. Implementing agreed-upon strategies
4. Assessing alternative investment strategies
5. Maintaining monthly and weekly "Net Worth Statements" for clients worth over $100 million
6. Researching and implementing FX, forwards, and futures transactions for hedging and speculation1

Prior to his current position, Horowitz held several roles within Morgan Stanley, including:

• Manager, Portfolio Management Group (March 2011 - May 2012)
• Product Specialist - Smith Barney Advisor (August 2007 - March 2011)
• Product Specialist - Retirement Planning (August 2008 - August 2009)1

Horowitz holds a Bachelor of Business Administration in Finance and Banking from the University of Wisconsin-Madison, which he completed from 2003 to 2007.1