Eric J. Werner, Financial Advisor at Morgan Stanley

Morgan Stanley Capital Partners has been recognized by Inc. as a Top 50 Private Equity Firm for Entrepreneurs and Family-Owned Businesses. The investors on this list have demonstrated they have entrepreneur’s backs, a quality especially important during a global pandemic. Learn more.

For them it’s the biggest milestone, the biggest accomplishment, the sale of a business, or an important event for their family. For them, it’s the first and only time. We have seen this literally thousands of times, in thousands of iterations, says Head of Field Management Vince Lumia.

Generally there’s a pretty big gap between how parents approach the money conversation and how teenagers are ready to absorb the money conversation, says Daniel DiBiasio, Managing Director, Wealth Management. Learn how to bridge the gap.

"Four million privately held businesses stand to change hands over the next two decades. Three quarters of those owners do not have an exit plan. Find out how Morgan Stanley can support small businesses from Liz Dennis, Head of Strategic Client Management.

The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See US Policy Pulse: Preparing for Biden’s First 100 Days, to learn more. DM me for a copy.