Morgan Stanley Wealth Management has appointed David Bokman to the newly created role of head of ultra-high-net-worth (UHNW) resources.
Bokman will be responsible for further developing Morgan Stanley’s offerings to UNHW clients, as well as business development.
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In addition, he will also connect financial advisers who service very wealthy investors to other parts of the investment bank.
Based in New York, he will report jointly to Eric Benedict, the head of private wealth management, and Jed Finn, COO for investment products and services throughout Morgan Stanley Wealth Management.
Prior to joining Morgan Stanley, Bokman served as chief advisory officer of GenSpring Family Offices in Atlanta. He also served as a partner at the law firm King & Spalding and a senior tax manager at Arthur Andersen & Co.
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