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Charles Stephenson
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- Unique combination of senior-level investment experience sitting on all sides of the table as a family office head, non-profit portfolio manager, institutional private wealth advisor, fund manager, attorney and entrepreneur. Deep and diverse global investment management expertise including multi-strategy portfolio construction and management, fund manager selection, institutional and family office operations, philanthropy/foundations, direct private investment, due diligence, legal matters and documentation, fundraising, governance, negotiation, investment research, tax planning, accounting, estate planning, risk management and comprehensive client service. Extensive exposure to all asset classes and alternative investment strategies including equities, fixed income, private equity (LBO, growth, VC, real estate, private credit) and hedge funds (equity, structured credit, distressed, event-driven, global macro). Holistic experience serving ultra-high net worth and institutional clients. Effective working with teams and independently in challenging and complex environments. Comfortable in both startup and established environments.
- Private Wealth Management at Morgan Stanley
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FAQ About Charles Stephenson
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Charles Stephenson is located at Washington Dc, Washington Dc, United States
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Charles Stephenson is a Unique combination of senior-level investment experience sitting on all sides of the table as a family office head, non-profit portfolio manager, institutional private wealth advisor, fund manager, attorney and entrepreneur. Deep and diverse global investment management expertise including multi-strategy portfolio construction and management, fund manager selection, institutional and family office operations, philanthropy/foundations, direct private investment, due diligence, legal matters and documentation, fundraising, governance, negotiation, investment research, tax planning, accounting, estate planning, risk management and comprehensive client service. Extensive exposure to all asset classes and alternative investment strategies including equities, fixed income, private equity (LBO, growth, VC, real estate, private credit) and hedge funds (equity, structured credit, distressed, event-driven, global macro). Holistic experience serving ultra-high net worth and institutional clients. Effective working with teams and independently in challenging and complex environments. Comfortable in both startup and established environments. Morgan Stanley Private Wealth Management
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Charles Stephenson currently works in the Morgan Stanley Private Wealth Management
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Charles Stephenson specializes in Unique combination of senior-level investment experience sitting on all sides of the table as a family office head, non-profit portfolio manager, institutional private wealth advisor, fund manager, attorney and entrepreneur. Deep and diverse global investment management expertise including multi-strategy portfolio construction and management, fund manager selection, institutional and family office operations, philanthropy/foundations, direct private investment, due diligence, legal matters and documentation, fundraising, governance, negotiation, investment research, tax planning, accounting, estate planning, risk management and comprehensive client service. Extensive exposure to all asset classes and alternative investment strategies including equities, fixed income, private equity (LBO, growth, VC, real estate, private credit) and hedge funds (equity, structured credit, distressed, event-driven, global macro). Holistic experience serving ultra-high net worth and institutional clients. Effective working with teams and independently in challenging and complex environments. Comfortable in both startup and established environments.
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Charles Stephenson speaks the following languages: No languages available.
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Charles Stephenson has prior experience in the following industries: The Morris And Gwendolyn Cafritz Foundation , Bitsr , Freedom Capital Partners , Albright Capital Management , International Equity Partners
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Charles Stephenson has the following professional experience: Morgan Stanley Private Wealth Management , The Morris And Gwendolyn Cafritz Foundation , Bitsr , Freedom Capital Partners , Albright Capital Management , International Equity Partners .
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You can view Charles Stephenson’s LinkedIn profile at LinkedIn URL.
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Charles Stephenson’s work email addresses are [email protected] .
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Charles Stephenson works at Morgan Stanley Private Wealth Management