David Birnbaum, CFP®, QPFC
Financial Advisor,
Alternative Investments Director,
Global Sports and Entertainment Associate
Direct:
(212) 692-2837(212) 692-2837
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
David Birnbaum, CFP®, QPFC is a Financial Advisor, Alternative Investments Director, Global Sports and Entertainment Associate with The BlueStone Wealth Management Group at Morgan Stanley. David has over 20 years of experience in finance that spans cash management & lending solutions, wealth management and insurance. David originally joined Morgan Stanley in 2010 as a Lending Advisor with the Private Bank, focused on managing the robust liquidity needs for many of Morgan Stanley’s largest High Net Worth families, business owners, C-level executive and non-profit organizations. David transitioned to the BlueStone Group at Morgan Stanley in 2019 to provide bespoke wealth planning solutions to HNW clients focused on business succession planning, estate planning strategies and wealth transfer.
David holds an MBA from Long Island University and a B.S. from the University at Albany. He lives in Long Island with his wife, Jaclyn and three children.
NMLS#: 1886427
David holds an MBA from Long Island University and a B.S. from the University at Albany. He lives in Long Island with his wife, Jaclyn and three children.
NMLS#: 1886427
Securities Agent: MO, OR, WV, WA, PA, NV, MI, WI, IN, SC, PR, NY, NH, NE, NC, UT, RI, OH, ME, ID, DC, TX, MA, FL, CO, CA, AZ, MN, MD, IL, HI, CT, VA, SD, NJ, GA, VT, TN, NM, ND, DE, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1886427
NMLS#: 1886427
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Alternative Investments
Morgan Stanley Investment Management is a leading provider of alternative investment strategies with extensive resources that spans across multi-asset solutions.
Our team is dedicated to serving the unique needs of our clients by delivering exceptional portfolios and custom alternative investment programs.
Adding Alternatives to a Portfolio May Reduce Volatility and Potentially Increase Returns
View the below informative graphic about alternatives exposure in a portfolio below.
Alternative Investments
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—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Private Markets
Many of today's companies stay private longer, with more of their valuation being created before they become publicly traded. Morgan Stanley Private Markets connects a broad network of potential private investors in an accessible ecosystem, allowing eligible clients to buy and sell securities of private companies.
Structured Investments
Customized investment strategies —such as yield enhancement strategies and risk mitigation strategies —that serve as powerful allocation tools in modern portfolios.
Morgan Stanley Portfolio Solutions
Portfolios that harness Morgan Stanley's industry-leading advice, resources and risk management—calibrated to your specific goals.
Global Sports & Entertainment
Morgan Stanley Global Sports & Entertainment (GSE) Brochure
Morgan Stanley Global Sports & Entertainment is a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with their own characteristics, earnings profile and career span.
Morgan Stanley’s Money in the Making™ Financial Education Program
Discover how Morgan Stanley's Money in the Making™ financial-education program empowers young stars in sports and entertainment to reach new heights.
Monetize Your Music Catalog? 5 Things to Consider
Recording artists are tapping their catalogs for cash as the market for investible music rights grows. What should musicians know about the benefits and drawbacks?
Equity Endorsement? What to Know.
Star athletes and entertainers have been inking endorsement deals that include equity compensation. Here's what to consider when determining whether this approach makes sense for you.
MORGAN STANLEY AT WORK/ESOP
There’s no better investment your company can make than in the people that power it. That’s why Morgan Stanley at Work delivers workplace financial solutions that can help employees build financial well-being—and help you attract and retain top talent. Through firm resources, the Bluestone Wealth Management Group at Morgan Stanley can provide world-class financial solutions for businesses of all sizes.
Equity Solutions
Equity compensation is more than shares. It’s a commitment to mutual success and a powerful way to help employees feel connected to your business. We help your business get the most of your equity compensation benefits with technology that is customizable, scalable and repeatable.
Learn More Here
Retirement Solutions
For your employees, retirement is more than a date in the future—it’s a milestone that takes time, hard work and the right tools to achieve. Our team provides a comprehensive suite of solutions and investment experience to help you with your investment responsibilities and help your employees achieve their goals.
Learn More Here
Deferred Compensation
Through a Nonqualified Deferred Compensation (NQDC) plan, your executives can save for the future while having the ability to take advantage of Morgan Stanley Wealth Management services.
Learn More Here
Executive Services
Empower your leaders to manage their equity compensation and complex financial needs with a dedicated Executive Services Relationship Manager.
Learn More Here
Saving and Giving
Your employees are putting in the work to tackle their existing student loan debt and save for future education. Help them reach their goals—and show you’re committed to their success—with our leading education financing benefits.
Learn More Here
ESOP 1042 Monetization Loans Through Morgan Stanley Wealth Management
Business owners have different methods of selling a business – most commonly to competitors or, given today’s cash rich environment, to a private equity fund. Selling the business to an Employee Stock Ownership Plan (ESOP) may be a strategic alternative and may provide its own advantages, Read the full paper below.
Learn More Here"Life is Big"
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 692-2837(212) 692-2837
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact David Birnbaum today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
