Harold Trischman

Harold Trischman

Formal First Name

Harold Trischman, Managing Director, Senior Portfolio Management Director, and Family Wealth Director at Morgan Stanley Private Wealth Management, provides comprehensive wealth management services to clients for over 35 years. His experience in capital markets also helps him maximize investment opportunities in all types of economic scenarios. He focuses on the spectrum of complex wealth issues through the development of highly customized investment strategies in the areas of estate planning strategies, philanthropy, alternative investments, control and restricted securities, hedging and monetization, and investment banking. In addition to his financial career, Harold is also passionate in helping his community. He is committed to various philanthropic initiatives, serving on the boards of different community and philanthropic organizations.

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