Glen Macdonald
Senior Vice President, Wealth Management,
Financial Advisor,
Institutional Consultant
Direct:
(212) 613-6813(212) 613-6813
My Mission Statement
To offer families and foundations tailored solutions and stewardship to grow and preserve their wealth
My Story and Services
Glen is a Senior Vice President and Institutional Consultant at Morgan Stanley with seventeen years of experience in wealth and investment advisory, and an eighteen-year management career in the management consulting industry.
He was previously a Managing Director at Head of Impact Investing at Bronfman, Rothschild, LLC, and a Senior Vice President - Institutional Client Advisor at U.S. Trust. Earlier in his career Glen was a Partner at PwC’s Telecom & Media management consulting unit where he advised corporate and venture clients on business and growth strategies, profitability improvement and financial stewardship.
In 2004, Glen co-founded and has subsequently served as Chairman of the Wealth & Giving Forum. The Forum promotes values-aligned and strategic capital allocation among families and private foundations. Glen previously served on the Board of the Crane Institute of Sustainability / Intentional Endowments Network and the Board of Year Up – New York and on the Borough of Manhattan Community Foundation’s Board where he was the Finance Committee Chair.
Glen was a recipient of a Ford Foundation Fellowship in Economics and Security at the Harvard Center for International Affairs. He has also conducted research on economic development and integration as a Fulbright Scholar in Mexico, and a as a Chateaubriand Fellow in France. He is fluent in French and Spanish.
He received his B.A. with highest honors in political science and economics and his M.A. in international relations, both from University of North Carolina – Chapel Hill.
Outside of the office, Glen enjoys playing tennis, skiing, and touring the wine regions of France and Italy.
He was previously a Managing Director at Head of Impact Investing at Bronfman, Rothschild, LLC, and a Senior Vice President - Institutional Client Advisor at U.S. Trust. Earlier in his career Glen was a Partner at PwC’s Telecom & Media management consulting unit where he advised corporate and venture clients on business and growth strategies, profitability improvement and financial stewardship.
In 2004, Glen co-founded and has subsequently served as Chairman of the Wealth & Giving Forum. The Forum promotes values-aligned and strategic capital allocation among families and private foundations. Glen previously served on the Board of the Crane Institute of Sustainability / Intentional Endowments Network and the Board of Year Up – New York and on the Borough of Manhattan Community Foundation’s Board where he was the Finance Committee Chair.
Glen was a recipient of a Ford Foundation Fellowship in Economics and Security at the Harvard Center for International Affairs. He has also conducted research on economic development and integration as a Fulbright Scholar in Mexico, and a as a Chateaubriand Fellow in France. He is fluent in French and Spanish.
He received his B.A. with highest honors in political science and economics and his M.A. in international relations, both from University of North Carolina – Chapel Hill.
Outside of the office, Glen enjoys playing tennis, skiing, and touring the wine regions of France and Italy.
Services Include
- Wealth ManagementFootnote1
- Professional Portfolio ManagementFootnote2
- Alternative InvestmentsFootnote3
- Estate Planning StrategiesFootnote4
- Executive Financial ServicesFootnote5
- Corporate Investment SolutionsFootnote6
- Sustainable InvestingFootnote7
- Philanthropic ManagementFootnote8
- Endowments and FoundationsFootnote9
Securities Agent: PR, CA, VT, TX, FL, SC, OH, NJ, NC, MA, UT, OR, MI, LA, AZ, AR, WA, OK, NY, NH, IL, NM, NE, ID, DC, NV, MS, MN, ME, WY, TN, PA, MO, IN, GA, CO, VA, RI, MT, DE, WI, KS, IA, WV, MD, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 811564
NMLS#: 811564
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Experience
I work with even the most complex financial portfolios. I’m also well versed in both family and business dynamics—important elements in many financial issues.
In addition, I have a deep understanding of market trends and the global economic landscape. I can give you objective, understandable advice, so you can invest with confidence.
In addition, I have a deep understanding of market trends and the global economic landscape. I can give you objective, understandable advice, so you can invest with confidence.
Step 1: Get to Know Each Other
In our first few conversations, I am going to take the time to discover what is important to you and your family, and understand your financial situation.
Step 2: Assess Your Finances
Together, we will then analyze your current financial positions, gather key data points and documents to develop a holistic view of your current financial standing.
Step 3: Develop Your Plan
Using the information we learned about you, we will develop a personalized financial plan using proprietary tools and insights from Morgan Stanley.
Step 4: Implement Your Financial Plan
Once we create your financial plan, we will help you implement tactics that can allow us to ensure we remain on track towards achieving your goals, including providing you access to Morgan Stanley's Digital Tools and establishing ongoing check-ins.
Step 5: Develop Ongoing Service
Our relationship won't end one your financial plan is put in action. As your financial advisor, I will schedule regular meetings to monitor your progress and apply a strict due diligence process to evaluate investment performance.
My Clients
In servicing client, I adhere steadfastly to Morgan Stanley Graystone Consulting’s dedicated approach that is predicated on deep discovery of client’s goals, values, preferences and intended outcomes, both personal and financial. I also lever my seventeen years of experience in investment advisory and twenty plus years in industry, mostly in executive leadership in the management consulting field.
My goal is to deliver to my clients the full breath of Morgan Stanley’s unapparelled research, investment platform and wealth management solutions.
My goal is to deliver to my clients the full breath of Morgan Stanley’s unapparelled research, investment platform and wealth management solutions.
Entrepreneurs
I have decades of experience helping successful entrepreneurs navigate changes in their business environments through market cycles and prepare for post-exit stewardship of their wealth. My intent is to ensure they seize opportunities for their companies and personal wealth and mitigate market risks.
Business Executives
I help business executives manage their cash flow during career transitions, plan for retirement, diversify concentrated stock positions, and prepare for wealth transfer to their families.
Nonprofits
As an investment advisor to nonprofit institutions I draw upon my extensive experience working with philanthropic families, foundations, and endowments over the past 25 years. Having served of several nonprofit boards, I am well versed in mission-driven grant-making, mission-aligned investing, and best practices in nonprofit investment and financial governance.
Core Capabilities
Professional Portfolio Management
Managing an investment portfolio should be a consultative process that considers both your attitudes about investing with careful analysis of the financial markets. Together, we can create a customized strategy that applies investment principles to help your assets achieve steady appreciation over time and / or appropriately, generate an income stream to cover planned obligations and lifestyle spending.
Wealth Management
As your advisor, I will carefully listen to understand the aspirations you have for you and your family, as well as you professional and legacy goals. This understanding provides the foundation for a tailored set of solutions to grow, preserve and transfer your wealth.
Estate Planning Solutions
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset titling and beneficiary designation requirements, incorporating best practices to enhance results.
Alternative Investing
Morgan Stanley's leading alternatives platform offers 160+ 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.
Socially Responsible Investing
Our Investing with Impact platform combines a proprietary and seamless values alignment and impact reporting process with a broad array of impact funds across all private and public asset classes.
Philanthropy Experience
Over the years, Glen has presented his views on philanthropy and responsible investing at industry conferences, including those organized by Forbes, Impact Capitalism Summit and Opal Family Office Conferences
Wealth and Giving Forum
Glen co-founded in 2003 and served the Chief Executive of the Wealth & Giving Forum until 2019. The Forum’s mission promoted more effective philanthropy and responsible investing among wealthy families. Through invitation-only gatherings, topical programs, and publications, the Wealth & Giving Forum provided a thoughtful, private meeting ground for individuals of great means to reflect with their peers on how to allocate their wealth and to leave a lasting legacy.
University of North Carolina-Chapel Hill Class of 1938 Education Endowment Committee
Glen has served as a member of the University of North Carolina – Chapel Hill Class of 1938 Educational Endowment Committee since 1979 and chaired its executive committee from 1990 to 1995.
Year Up
Glen served on the Board of Year Up - New York from 2010 to 2015. Year Up is dedicated to supporting disaffected young urban adults and helping them secure a viable path to economic self-sufficiency.
International Endowments Network
He also served on the Board of the International Endowments Network from 2016 to 2023. The International Endowments Network is a non-profit, peer learning networking that aims at advancing endowments that are intentionally designed to enhance financial performance by making investments that advance an equitable, low carbon, and regenerative economy.
Borough of Manhattan Community Foundation
Glen served on Board of Borough of Manhattan Community College Foundation and served as Chair of the Foundation’s Finance Committee From 2016 to 2022.
Location
1 Penn Plaza 43rd
Fl
New York, NY 10119
US
Direct:
(212) 613-6813(212) 613-6813
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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Ready to start a conversation? Contact Glen Macdonald today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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)
