Dan Hintz, CEPA®

I can help you manage both your equity compensation and complex financial needs so you can focus on moving your company forward.

Equity compensation can be a key part of your total financial picture. But there are several terms particular to this benefit that can be unfamiliar even to experienced investors. To get the most from your company equity, it helps to gain an understanding of these key concepts.

As more private companies explore implementing Restricted Stock Units (RSUs) as an equity incentive for employees, learn about the potential benefits and nuances of RSUs that may help you design an equity compensation strategy that fits your business needs.

Executives who receive equity compensation often face a dilemma. While the link between company performance and share price may drive their personal wealth, many executives often find their investment portfolios overly concentrated in a single stock.

Companies are staying private longer, warranting the need for liquidity solutions. Through our Private Market Secondary Transaction Desk, qualified investors can gain access to buy and sell a distinct array of private market opportunities stemming from Morgan Stanley's unique ecosystem encompassing Companies, Wealth Management Clients, and Institutional Investors.

From data-driven analysis to personalized plans to reach long-term goals – and everything in between – We can help your leaders maximize their equity awards.

Morgan Stanley's Investment Banking and Capital Markets division offers a comprehensive suite of services, including strategic advisory, capital raising, and risk management solutions, tailored to meet the complex needs of corporations and institutions.

Managing your finances is about more than managing your investments. We can support you in many aspects of your financial life – including budgeting, cash management, retirement planning and other financial goals.

We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.

Whether you're a global corporation or a growing start-up, we understand your needs and offer tailored solutions and technology to help meet them.

Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income.

When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.

In 2007, Dan and Nancy Hintz began Million Meal Movement with a two-fold vision: feeding the hungry and teaching the importance of volunteerism. As Million Meal Movement has grown, they have carried out this vision by empowering volunteers of all ages to make a tangible impact together.

Since its inception, volunteers have packed tens of millions of meals for families across Indiana. To date, more than 36 million meals have been packed to feed families across the state.

The organization collaborates with schools, businesses, churches, and civic groups to host meal-pack events throughout Indiana. Over the years, such partnerships have become a cornerstone of their community outreach and impact. Their signature event, the Million Meal Marathon, will celebrate its 15th annual occurrence February 2026, at Gainbridge Fieldhouse in downtown Indianapolis.

In 2011 Dan founded AgileIndy, a nonprofit user group based in Indianapolis, Indiana, dedicated to promoting and supporting agile values, principles, and practices in software development. The organization hosts virtual and in-person confrences to foster collaboration, education, and knowledge sharing among agile practitioners.

AgileIndy organizes an annual one-day conference in central Indiana. The event features keynote addresses, breakout sessions on agile and related topics, opportunities to network with peers, a sponsor hall, and panel discussions with industry leaders, including a CTO/CIO panel.

The American Corporate Partners (ACP) Veteran Mentoring Program is designed to assist veterans in their transition from military to civilian careers by providing one-on-one mentorship with experienced professionals from various industries. Each year, Dan partners with a veteran to develop skills, explore career paths, and build valuable connections.

Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

Clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.

Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.

Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.

For help filing your taxes this year, we have published the 2025 tax tables for your reference.

Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.