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Jim Schlueter

Managing Director - Private Wealth Advisor - Morgan Stanley Private Wealth Management

Jim Schlueter is an experienced investment professional with a rich background spanning over 30 years at Morgan Stanley. He has held various leadership roles within the firm, including Head of Strategic Lead Management, Co-head of U.S. Private Wealth Management, San Francisco PWM Regional Manager, Co-Director of Equity Research in Hong Kong, Operations Officer for Morgan Stanley Investment Banking Division in Non-Japan Asia, and head of the Tokyo and Hong Kong PWM businesses. Jim currently serves as a Managing Director and Private Wealth Advisor at Morgan Stanley, where his team manages around $3.4 billion in assets for high net worth clients, family offices, endowments, and foundations. He brings a wealth of international experience and expertise to the table, leveraging his strategic insights to benefit clients.

Jim Schlueter
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Location

San Francisco Bay Area

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