Thomas Soffe

Thomas Soffe is the Assistant Vice President and Director of Business Strategy in Private Wealth Management at Morgan Stanley. They have previously held positions as a Credit Analyst at Pro Unlimited- Novell and completed multiple roles within JPMorgan Chase, including Commercial Banking Analyst Intern and Commercial Banking Credit Analyst. Soffe has also served as a Private Wealth Senior Business Manager and Private Wealth Analyst at Bank of America Merrill Lynch, where they performed extensive financial analyses and contributed to significant client acquisition efforts. They earned a Bachelor of Science in Business Management-Finance and an MBA from Brigham Young University.