Verified recordFinancial Services

Greg Chaskin

Ed, Family Wealth Director, Senior Portfolio Management Director, Cepa, Cdfa, Qpfc - Fa at Morgan Stanley

Based in New York, United States

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Seniority

Other

Department

Other

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 Greg Chaskin

I bring over 25 years of diversified corporate finance, accounting and capital markets experience to my Financial Advisory practice. I joined Morgan Stanley in 2009 and have tailored my practice to help address the comprehensive needs of UHNW families/Family Offices, HNW individuals, small and middle market businesses, company founders, private equity and hedge fund founders/principals. I provide a personalized, flexible and trusting atmosphere for all of my clients. I deliver Estate/Financial planning strategies, investment management, family governance, risk management, liquidity solutions along with a multitude of other services with a national footprint. Communication, availability, transparency and technical acumen make up the foundation of my advisory practice. I focus on the following: • Asset Management and Portfolio Construction • Business Succession Planning and Strategy • Corporate Balance Sheet Management • Corporate Cash Management • Corporate Retirement Plans • Endowments and Foundations • Estate Planning Strategies • Executive Financial Services • Family Office Consulting • Fixed Income • Hedge Fund Founders and Principals • Mergers and Acquisitions • Private Equity • Professional Portfolio Management • Start-up Founders • Lending Solutions for Businesses and Individuals

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