James F. Oliveira, CFA
Vice President, Private Wealth Management,
Private Wealth Advisor
Direct:
(212) 761-8243(212) 761-8243
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
James advises a select circle of highly accomplished entrepreneurs, C-suite executives, and their families on how to navigate the complexities of managing significant wealth. Partnering with clients through life’s pivotal moments, James guides them through pre-liquidity planning, large scale transaction management, and tax-efficient capital allocation to meet their long-term objectives. He works to bring clarity to their financial picture, giving them the peace of mind to focus on their life’s priorities.
James takes a holistic approach, incorporating expertise spanning trust, estate and legacy planning, to risk management and hedging strategies for concentrated positions. Having spent his entire career at Morgan Stanley, he utilizes the full scope of the firm to implement the sophisticated solutions his clients need in a bespoke manner. Prior to becoming a Private Wealth Advisor, James led his team’s portfolio management efforts. This experience shaped his conviction in thematic investing and his philosophy of opportunistically capturing long-term trends through disciplined public and private strategies.
James joined Morgan Stanley in 2013, working in the firm’s securities based lending division. He earned a Bachelor of Science in Business Administration with a concentration in Finance from Ramapo College of New Jersey and holds the Chartered Financial Analyst (CFA) designation. James is a member of the CFA Institute and the CFA Society of New York.
He brings the same endurance to his personal life as he does to his professional work. An avid athlete, he has completed nine marathons, several half-Ironman triathlons, and most notably a full Ironman triathlon in Alaska. He resides in Hoboken, New Jersey, with his wife, Alisa, a teacher for special needs children. James is conversant in Spanish and Portuguese and frequently travels to Portugal to visit family.
James takes a holistic approach, incorporating expertise spanning trust, estate and legacy planning, to risk management and hedging strategies for concentrated positions. Having spent his entire career at Morgan Stanley, he utilizes the full scope of the firm to implement the sophisticated solutions his clients need in a bespoke manner. Prior to becoming a Private Wealth Advisor, James led his team’s portfolio management efforts. This experience shaped his conviction in thematic investing and his philosophy of opportunistically capturing long-term trends through disciplined public and private strategies.
James joined Morgan Stanley in 2013, working in the firm’s securities based lending division. He earned a Bachelor of Science in Business Administration with a concentration in Finance from Ramapo College of New Jersey and holds the Chartered Financial Analyst (CFA) designation. James is a member of the CFA Institute and the CFA Society of New York.
He brings the same endurance to his personal life as he does to his professional work. An avid athlete, he has completed nine marathons, several half-Ironman triathlons, and most notably a full Ironman triathlon in Alaska. He resides in Hoboken, New Jersey, with his wife, Alisa, a teacher for special needs children. James is conversant in Spanish and Portuguese and frequently travels to Portugal to visit family.
Securities Agent: PA, FL, WA, VA, MN, AZ, NM, MA, IL, CT, CA, AK, OR, MS, ME, RI, MT, IN, GA, WY, UT, TX, SC, NJ, DE, NY, NE, MO, MI, MD, KY, KS, WV, VT, PR, NH, NC, HI, TN, OH, NV, LA, DC, CO, SD; General Securities Representative; Investment Advisor Representative
NMLS#: 2633647
NMLS#: 2633647
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1585 Broadway, 21st
Fl
New York, NY 10036
US
Direct:
(212) 761-8243(212) 761-8243
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Ready to start a conversation? Contact James F. Oliveira today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)