David Jack, CEPA®, is a Senior Vice President and Financial Advisor at Morgan Stanley, where they serve as the managing partner of The Legato Group, focusing on advanced planning techniques for business owners. Prior to their current role, David held several senior vice president positions in wealth management at UBS Financial Services and other financial institutions. With experience as an entrepreneur, having owned three private businesses, they understand the complexities faced by business owners during ownership transitions. David is also the president and founder of the New Jersey Chapter of the Exit Planning Institute®, dedicated to supporting middle market owners in navigating their business transitions.
This person is not in the org chart
This person is not in any teams
This person is not in any offices