Marc Richman
Managing Director
Morgan Stanley Private Wealth
Management
Marc Richman is a Managing Director and Private Wealth Advisor for Morgan Stanley Private Wealth Management, where he leads a team that provides investment and wealth planning services to ultra-high net worth clients. Marc joined Morgan Stanley in 2012 from Deutsche Bank Private Wealth Management, where he was also a Managing Director. He began his investment career over 40 years ago at Kidder Peabody. Over the course of his career, Marc has been recognized as a Barron’s Top 1,200 Financial Advisor (2009-11 and 2013-19), a Financial Times Top 400 Financial Advisor (2014) and a Forbes Best in State Wealth Advisor (2019,2020). Marc earned an M.B.A. from Columbia Business School (1980) and an A.B. from Clark University (1978). He is a board member of the Independent Mission Schools, the St. Martin dePorres School and the Children’s Scholarship Fund of Philadelphia.
SESSIONS
Main Stage
Closing Keynote Interview | Charlie Collat – Speaker
Charlie Collat, Executive Vice President, Mayer Electric Supply Company; President, Bay Pine Holdings