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    James Schlueter

    Managing Director - Private Wealth Advisor - Morgan Stanley Private Wealth Management

    James Schlueter is an accomplished investment professional with over 34 years of experience at Morgan Stanley, holding various leadership positions globally.

    Throughout his tenure, Jim has excelled in roles such as Head of Strategic Lead Management, Co-Head of U.S. Private Wealth Management, and San Francisco PWM Regional Manager, showcasing his versatility and expertise.

    With a strong international background, Jim has served as Co-Director of Equity Research in Hong Kong and managed PWM businesses in Tokyo and Hong Kong.

    Leading a team of five individuals with a collective 100+ years of experience, James caters to high net worth individuals, family offices, corporations, and foundations, managing approximately $3 billion in client assets as of December 2018.

    Jim's team focuses on creating personalized portfolios and financial plans tailored to each client's specific needs, ensuring a bespoke wealth management approach.

    Educationally, James Schlueter pursued an MBA in Finance from the University of Oregon and a BA in Economics from the University of California, Santa Cruz.

    Currently, he holds the position of Managing Director - Private Wealth Advisor at Morgan Stanley Private Wealth Management.

    James Schlueter
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    Location

    San Francisco Bay Area