Morgan Stanley

Morgan Stanley

New York City, New Yorkmorganstanley.com

Overview

Morgan Stanley is a global financial services firm that provides a wide range of investment banking, securities, wealth management and investment management services.

Year Founded

1935

AUM

$1.66T

Portfolio Companies

404

Investments

CompanyDateStageLead
ACKOJun 2026IPOLead
CommureMay 2026Growth EquityCo-investor
KalshiMay 2026Series FCo-investor
VersanaApr 2026Early FundingCo-investor
HawkEye 360Apr 2026IPOLead

Key People

Karma Tshering

Managing Partner

Ashwin Krishnan

Managing Director Portfolio Manager

Cathy Corrigan McDermott

Managing Director, Portfolio Manager

CFP® Alton Theodore Davis

Managing Director, Wealth Management Financial Advisor, Senior Portfolio Manager

Matthew King

Managing Director Portfolio Manager

Michael Darley

Managing Director,Portfolio Manager, Family Wealth Director, Financial Advisor

Alowi Alimirah

Executive Director - Portfolio Manager

Carl Thompson

Executive Director, Municipal Portfolio Manager

CFP® Michael Romance

Executive Director, Senior Portfolio Manager, Financial Advisor

CFP® Noah Ennis

Financial Advisor, Executive Director, Senior Portfolio Manager The McGee And Ennis Group

Daniel McElaney

Executive Director Bank Loan Portfolio Manager

Ed Greenaway

Executive Director And Portfolio Manager

Mark Rosenthal

Executive Director Senior Portfolio Manager Financial Advisor

Mead Briggs

Executive Director Senior Portfolio Manager, Financial Advisor

Rasika Mundada

Executive Director

Steven Rosbash

Financial Advisor, Executive Director, Alternative Investments Director, Portfolio Manager

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersNew York City, New York
Year Founded1935
AUM$1.66T

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