Alexander Chan, CFA

Director at Morgan Stanley

San Francisco, California, United States

About

https://advisor.morganstanley.com/the-sf-summit-group Morgan Stanley Smith Barney LLC

Experience

  • PWM Director of Investments at Morgan Stanley
    Apr 2023 - Present · 3 yrs 4 mos

  • Director, Investment Specialist at First Republic Private Wealth Management
    Mar 2022 - Apr 2023 · 1 yr 2 mos

  • Bank of the West (7 yrs 8 mos)
    • Senior Portfolio Manager
      Feb 2020 - Mar 2022 · 2 yrs 2 mos

    • Portfolio Manager
      Jul 2017 - Feb 2020 · 2 yrs 8 mos

    • Associate Portfolio Manager
      Aug 2014 - Jun 2017 · 2 yrs 11 mos