Grant Cozzi

Background

About Grant Cozzi

Currently serving as Head Intern at Morgan Stanley, contributing to the preparation of detailed quarterly investment reports for high-net-worth individuals and business-owner clients. Expertise spans portfolio analysis, client presentation, and data cleaning to deliver actionable financial insights. Strong focus on leveraging strategic thinking and analytical skills to support wealth management decisions with precision and clarity. With prior experience as a Financial Advisor at Principal Financial Group and as an Equity Research Analyst with the Forest Systems Student Managed Investment Fund, competencies include financial modeling, equity research, and investment strategy development. Passionate about solving complex financial challenges, driving growth, and empowering informed investment decisions for organizational success.