My practice at Morgan Stanley Smith Barney connects forward-thinking technology and biotech entrepreneurs, venture capitalists, philanthropic investors, and nonprofit institutional investors with the resources and strategies to help them build and protect their wealth.
Clients face complex financial decisions – whether taking a company public, selling a business or other substantial asset, diversifying risk from illiquid investment holdings, creating philanthropic legacies, or bearing responsibilities for investing foundation assets.
Leveraging my past experiences as an investment banker, venture capitalist, and venture philanthropy portfolio manager, I create custom strategies to help my clientele meet the core investment and wealth planning objectives dictated by their unique life and organizational circumstances.
Please see my website sidebar for educational resources and Morgan Stanley Smith Barney capabilities relating to investment management, equity compensation, business owner services, strategic philanthropy, and foundation/endowment management.
Diversification does not guarantee a profit or protect against a loss.
- Asset Management
- Stock Option Plans
- Estate Planning
- Philanthropic Services
- Endowments and Foundations
- Business Succession Planning
- BA - Economics, 1998
University of California at Berkeley - Minor in Business Administration, 1998
Haas School of Business - Series 7 & 66 Licensed
- Life, Accident & Health Insurance Licensed
- Present: Morgan Stanley Smith Barney
Financial Advisor
Waltham, MA - New Profit Inc.
Venture Philanthropy Fund - KIPP Academy
Lynn Charter School - Advent International
Private Equity - Cowen & Co.
Investment Banking
Do you have a concentrated position in one company's stock? If yes, call or email us to learn about things you can do to diversify and decrease risk.
Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, call or send an email.
Consulting Group's Financial Services and Fiduciary Asset Management programs provide prudent fiduciary management to institutions, both small and large. To learn more, call or send an email.
Juleby A. Hirsch is licensed in the following state(s):
AZ, CA, CO, MA, NY, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.
