Verified recordFinancial Services

Grant Laffey

Private Wealth Management at Morgan Stanley

Based in New York, United States

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Seniority

Staff

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

g•••••••@morganstanley.com

Phone

5 credits

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Background

About Grant Laffey

I’m a recent graduate of the University of Wisconsin–Madison with a degree in Consumer Behavior & Marketplace Studies. My background spans private wealth management, real estate, finance, marketing, and community engagement—united by a drive to build strong relationships and deliver meaningful results. At Morgan Stanley, I interned with the ZD Team in Private Wealth Management, where I supported client portfolio analysis, researched market trends, and assisted in preparing financial plans for high-net-worth individuals. I also contributed to streamlining internal processes and participated in client strategy sessions, gaining exposure to wealth advisory at the highest level. Previously at Steel Equities & The Marcus Organization, I collaborated with project managers to keep construction projects on track and worked cross-functionally on leasing and property enhancement initiatives. As Social Media Manager at Berkshire Hathaway HomeServices, I launched high-engagement TikTok campaigns (garnering 200K+ views), trained agents in social media branding, and helped lead community outreach efforts. On campus, I held leadership roles including Lead Actor in UW–Madison’s Humorology—raising $87K for Madison’s Respite Center—and served as Rush Chair for Phi Gamma Delta, organizing events and driving chapter growth. I’m passionate about financial strategy, real estate development, and community-driven leadership. Let’s connect and explore how we can work together!

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