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Kerner Smith, CPWA®

Private Wealth Advisor at Morgan Stanley Private Wealth Management

Kerner Smith, CPWA® is a Private Wealth Advisor at Morgan Stanley with a diverse background in finance and capital markets.12 He is a partner of the Altera Wealth Management Group, a boutique wealth management practice within Morgan Stanley's Private Wealth Management division.2

Key aspects of Kerner Smith's career and expertise include:

  1. Education: He holds a B.S. in Applied Economics, Management & Marketing from Cornell University and completed the CPWA® certification program through Yale School of Management.12

  2. Experience: Prior to joining Morgan Stanley in 2017, Kerner was a co-founder and Chief Revenue Officer of DISCERN, a B2B SaaS/FinTech company.12 He also spent ten years at KeyBanc Capital Markets, where he was promoted to Managing Director at age 33.2

  3. Specialization: Kerner focuses on providing modern advice to founders, startups, and fund principals. His areas of expertise include pre-IPO founders and executives, mid/late-stage growth companies, and PE/VC principals.12

  4. Approach: As a former founder himself, Kerner brings an entrepreneurial mindset to wealth management, emphasizing optimization and client-first mentality.2

  5. Location: After spending 20 years in New York City, Kerner moved to Los Angeles in 2020 to establish Altera's California presence.2

Kerner Smith's unique combination of Wall Street experience and startup background allows him to offer distinctive insights and solutions to his clients in the high-net-worth and entrepreneurial sectors.2

Highlights

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Related Questions

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Kerner Smith, CPWA®
Kerner Smith, CPWA®, photo 1
Kerner Smith, CPWA®, photo 2
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Location

Los Angeles, California, United States