David Berdon

David Berdon is a seasoned financial professional currently serving as a Managing Director, Private Wealth Advisor, Portfolio Manager, and Workplace Advisor specializing in equity compensation at Morgan Stanley. He has held this position since September 2017, working within the Sage Wealth Management team in New York City.12

Professional Background

• Previous Roles: Before joining Morgan Stanley, Berdon spent over a decade at Goldman Sachs, where he held several key positions, including Managing Director and Global Head of GSAM Relationship Management. His responsibilities included maximizing returns on significant broker spend and managing substantial assets under management (AUM) across various investment teams.12
• Expertise: Berdon specializes in helping clients manage their equity awards and integrate these into their broader financial strategies. His extensive background in wealth management and investment advisory equips him to provide tailored financial solutions for high-net-worth individuals and families.34

Education

Berdon is an alumnus of the Wharton School at the University of Pennsylvania, where he gained a strong foundation in finance and investment management.1

Licenses and Certifications

He holds multiple financial licenses, including Series 7, 25, 87, 66, and 3, which enable him to provide a wide range of financial services.1

Notable Achievements

During his tenure at Goldman Sachs, Berdon was instrumental in generating significant growth in AUM and enhancing client engagement through innovative investment tools. His leadership resulted in high satisfaction rates among financial advisors he supported.12

David Berdon's professional journey reflects a commitment to excellence in wealth management, making him a prominent figure in the financial advisory landscape.