Verified recordFinancial Services

Jonathan Burkan

Senior Vice President Wealth Management at Morgan Stanley

Based in New York, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

j•••••••@morganstanley.com

Phone

5 credits

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Background

About Jonathan Burkan

I have worked in the Wealth Management business for 20 years, and I have appeared on Fox Business News and been quoted in The Wall Street Journal and the Financial Times. I am a Senior Vice President at Morgan Stanley, and a senior member on The BLT Park Avenue Group at Morgan Stanley, based in Midtown, Manhattan. Our group is passionate about helping our clients manage their wealth and helping them work towards their financial goals. My family and I are strong believers in community development; as we have dedicated much of our free time working with organizations which help to advocate these core values. For the last 4 years I have served on the United States Holocaust Memorial Council (Board of Trustees) in Washington, DC. I am also a member of the Museum’s Audit Committee. I proudly served on the Board of the Harriet Tubman Charter School in the South Bronx. I received my MBA in Finance from Vanderbilt University and BA in Government from Skidmore College **Registered States**AZ,CA,CO,CT,DC,FL,HI,MA,MD,NC,NJ,NV,NY,PA,SC,TX,VA

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