Scott Sklar

Background

About Scott Sklar

Excelsior Wealth Management at Morgan Stanley Private Wealth Management group, leverages the vast resources of a global financial services firm with a focus on individualized services to help address the planning, governance, liability management and investing needs of ultra-high net worth families, their businesses and their philanthropic enterprises. Our goal is to address issues and challenges that extend beyond ordinary investing and wealth management and seek to preserve and grow clients’ financial, family and social capital to help plan for today and for generations to come. Drawing on the vast talent and global resources of Morgan Stanley, Excelsior Wealth Management can provide clients with access to the extensive capabilities available to individual investors. Our team shapes financial strategies that combine a high levels of analysis while leveraging the value of Morgan Stanley’s insight with an objective understanding of client goals, family dynamics and other complexities. Scott Sklar is a Managing Director at the firm and focuses on providing exemplary service to institutional clients through capital markets coverage, proactive advice and consistent and direct communication. He works with funds and family offices that range in size from $50 million to $7 billion. In addition to his dedication to servicing his institutional customers, Scott also focuses on equity, fixed income and alternative investment for high net worth individuals and families. Scott’s primary role on the team is continuously identifying growth and potential business opportunities.