![Jed Finn](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jed Finn is a Head of Wealth Management at Morgan Stanley Smith Barney LLC and a Chief Executive Officer & Director at E*TRADE Securities LLC.
He is on the Board of Directors at Morgan Stanley Smith Barney LLC.
Mr. Finn is responsible for all Wealth Management channels, including Morgan Stanley Financial Advisors, E*TRADE and Morgan Stanley at Work.
He is a member of the Morgan Stanley Operating Committee.
He assumed his current role in January 2024.
Previously, he served as Chief Operating Officer of Morgan Stanley Wealth Management, driving overall strategy and business performance, and was also Head of Corporate and Institutional Solutions, which includes Morgan Stanley at Work, a business focused on delivering Equity, Retirement, Deferred Compensation, Executive Services and Saving and Giving solutions to corporations and their employees.
Prior to joining the firm, Mr. Finn was a partner in the Financial Services practice at McKinsey & Company.
He holds a BA from McGill University and an MBA from MIT Sloan.
He serves on the board of Partnership with Children, a non-profit organization focused on assisting at-risk children in New York.
Aktiva positioner av Jed Finn
| Företag | Position | Start |
|---|---|---|
E*TRADE Securities LLC
 E*TRADE Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Verkställande Direktör | 2020-10-01 |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Verkställande Direktör | 2024-01-01 |
Tidigare kända positioner av Jed Finn
| Företag | Position | Slut |
|---|---|---|
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance ETCM currently offers discretionary investment management products under which clients can invest in diversified portfolios containing one or more of the following types of securities: registered open-end investment companies (mutual funds), US ETFs, individual stocks using manager model portfolios, individual bonds through professional third-party portfolio managers. The firm’s security analysis methods include quantitative (mathematical), fundamental (financial), technical (price and market), and cyclical (trend and time series) analyses. | Verkställande Direktör | 2021-01-01 |
Jed Finns utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
88
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
E*TRADE Securities LLC
E*TRADE Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
E*TRADE Capital Management LLC
E*TRADE Capital Management LLC Investment ManagersFinance ETCM currently offers discretionary investment management products under which clients can invest in diversified portfolios containing one or more of the following types of securities: registered open-end investment companies (mutual funds), US ETFs, individual stocks using manager model portfolios, individual bonds through professional third-party portfolio managers. The firm’s security analysis methods include quantitative (mathematical), fundamental (financial), technical (price and market), and cyclical (trend and time series) analyses. | Finance |
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MIT Sloan School of Management
 MIT Sloan School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Finance |
