Eric DeMarcus is a Wealth Management Advisor at Morgan Stanley, specializing in guiding serial entrepreneurs from startup to IPO. They have over 20 years of experience in crafting custom concentrated stock portfolios, private equity investments, and IPO strategies, leveraging advanced tools for tax-efficient solutions. Prior to their current role, Eric served as a Private Wealth Advisor at Citi and held positions at Wells Fargo Private Bank and Merrill Lynch. They studied Venture Capital, Fintech, and Blockchain at Venture University in 2019. Based in the San Francisco Bay Area, Eric is passionate about empowering clients to achieve their financial vision.
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