David Lung

David Lung is a Managing Director, Financial Advisor, International Client Advisor, and Senior Portfolio Management Director at Morgan Stanley. They possess extensive experience working with global ultra-high-net-worth families and focus on cross-border planning, investment management, credit, insurance, trust, and estate planning, advising in both English and Mandarin. David previously held positions as a Wealth Advisor at Wells Fargo Private Bank from 2008 to 2019 and as a Managing Director at Raymond James from 2019 to 2022. They earned a Master of Business Administration in Finance and Financial Management Services from Zicklin School of Business.