David W.

David W. is currently an Executive Director in Institutional Relationship Management at Morgan Stanley, a position they have held since 2021 following the acquisition of Eaton Vance Management, where they served as Director of Institutional Business Development. Prior to their current role, David worked in various capacities including Managing Director of Consultant Relations at Mellon Capital Management and Director of Consultant Relations at Geode Capital Management. They began their career as a Portfolio Accountant at Putnam Investments and held positions in compliance and research at firms such as FINRA, NEPC, and Scudder Kemper Investments. David holds a Master of Science in Investment Management from Boston University and a Bachelor of Science in Finance from Babson College.