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Gabriel Grossman, CFA
Executive Director, Morgan Stanley Private Wealth Management
Gabriel Grossman, CFA, is an Executive Director at Morgan Stanley Private Wealth Management.14 He specializes in advising ultra-high net worth international individuals and families on their investment and asset allocation needs.3
Professional Background
Gabriel holds the Chartered Financial Analyst (CFA) designation and serves in several key roles at Morgan Stanley:
- Executive Director
- Private Wealth Advisor
- International Client Advisor
- Family Wealth Director
- Senior Portfolio Management Director1
His primary office is located in Boston, Massachusetts.5
Education
Gabriel Grossman attended Syracuse University, specifically the Martin J. Whitman School of Management.4
Expertise and Responsibilities
As part of The Winter Street Group at Morgan Stanley Private Wealth Management, Gabriel focuses on:
- Providing comprehensive wealth management services to ultra-high-net-worth clients
- Offering specialized advice on international wealth management
- Developing investment strategies and asset allocation plans
- Addressing the complex financial needs of families and their businesses13
Gabriel's expertise in international wealth management allows him to navigate the unique challenges faced by global clients, including considerations related to U.S. tax implications for non-resident aliens and cross-border financial planning.2
