Brian Horowitz, CFA, is currently an Investment Consultant at Morgan Stanley Private Wealth Management, where they serve as First Vice President and Director of Business Strategy. Since 2012, they have led capital markets functions for the Abacus Group, focusing on client relationships, tax efficiency, and wealth transfer strategies while managing over $2.5 billion in assets. Prior to this, Brian held various roles at Morgan Stanley Smith Barney and began their career as a Broker's Assistant at Merrill Lynch. They hold a Bachelor of Business Administration in Finance and Banking from the University of Wisconsin-Madison, completed in 2007.
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