Sorush Shawn Abboud, CFA®
Managing Director, Wealth Management,
Financial Advisor,
Family Wealth Director,
Global Sports and Entertainment Director,
Alternative Investments Director,
NFLPA Registered Institutional Player Financial Advisor
Direct:
(512) 370-0403(512) 370-0403
Toll-Free:
(800) 234-1940(800) 234-1940
My Mission Statement
Institutional experience. Unique transparency. Differentiated results. A turnkey, full service approach to managing capital for the ultra-high net worth.
My Story
Mr. Sorush Shawn Abboud started his career on Wall Street as an intern at Paine Webber in 1999. Since that time, Mr. Abboud has spent a majority of the last 25+ years primarily as an institutional investor before joining Morgan Stanley in 2015.
Mr. Abboud earned his stripes as a fixed income research analyst and trader for Goldman Sachs’ distressed credit and special situations unit in New York City. He then became senior analyst at the hedge fund Och Ziff Capital prior to its IPO in 2007. In 2009, Mr. Abboud left Och-Ziff to join Fulcrum Capital as a Managing Principal to start the firm’s asset management practice, Fulcrum Credit Partners. Mr. Abboud was a Managing Principal at Fulcrum for over 5 years, running the firm’s practice in Dubai, UAE for 3 years where he was chiefly responsible for managing a team of credit traders focused on trading risk in Asia, the Middle East, North Africa and Eastern Europe. After the firm's first fund created significant value for its investors, Mr. Abboud sold his stake in Fulcrum, retired from the firm and moved back to Austin, Texas with his wife to start a family.
After taking time off away from the business as part of his non-compete agreement, Mr. Abboud returned to Wall Street in order to manage private client capital for high net worth families, entrepreneurs, and professional athletes in a family office setting at Morgan Stanley.
Mr. Abboud received his BBA from the University of Texas McCombs School of Business, his MBA from NYU’s Stern School of Business, holds the Chartered Financial Analyst (CFA) Designation and is a National Football League Player Association (NFLPA) Registered Institutional Player Financial Advisor.
Mr. Abboud earned his stripes as a fixed income research analyst and trader for Goldman Sachs’ distressed credit and special situations unit in New York City. He then became senior analyst at the hedge fund Och Ziff Capital prior to its IPO in 2007. In 2009, Mr. Abboud left Och-Ziff to join Fulcrum Capital as a Managing Principal to start the firm’s asset management practice, Fulcrum Credit Partners. Mr. Abboud was a Managing Principal at Fulcrum for over 5 years, running the firm’s practice in Dubai, UAE for 3 years where he was chiefly responsible for managing a team of credit traders focused on trading risk in Asia, the Middle East, North Africa and Eastern Europe. After the firm's first fund created significant value for its investors, Mr. Abboud sold his stake in Fulcrum, retired from the firm and moved back to Austin, Texas with his wife to start a family.
After taking time off away from the business as part of his non-compete agreement, Mr. Abboud returned to Wall Street in order to manage private client capital for high net worth families, entrepreneurs, and professional athletes in a family office setting at Morgan Stanley.
Mr. Abboud received his BBA from the University of Texas McCombs School of Business, his MBA from NYU’s Stern School of Business, holds the Chartered Financial Analyst (CFA) Designation and is a National Football League Player Association (NFLPA) Registered Institutional Player Financial Advisor.
Securities Agent: CA, IA, GA, CT, AZ, WY, UT, TX, MO, OH, NM, NH, MS, MA, KY, KS, WI, MN, ME, MD, DE, DC, VA, TN, CO, WV, NJ, LA, PA, OR, NY, NE, MI, AR, SC, OK, NV, HI, FL, WA, NC, MT, IN, IL, AL, PR; General Securities Representative; Investment Advisor Representative
NMLS#: 1828658
CA Insurance License #: 0K66236
NMLS#: 1828658
CA Insurance License #: 0K66236
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education
- The University of Texas at Austin, Bachelors in Business Administration (BBA)
- New York University, Masters in Business Administration (MBA)
- CFA Institute, Chartered Financial Analyst (CFA)
- NFL Players Association (NFLPA) Registered Institutional Player Financial Advisor
Experience
• 2002 - 2003: APS Financial, Inc.
- Research Analyst - High Yield & Distressed Fixed Income Division
• 2003 - 2005: Goldman, Sachs & Co.
- Research Analyst - Investment Grade Fixed Income Division
• 2005 - 2006: Goldman, Sachs & Co.
- Research Associate - High Yield & Distressed Proprietary Investing Group
• 2006 - 2008: Och-Ziff Capital Management Group, LLC
- Senior Research Analyst - Capital Structure Arbitrage Group
• 2009 - 2010: APS Financial, Inc.
- Executive Director - Head of Distressed Fixed Income Division
• 2010 - 2015: Fulcrum Capital Holdings, LLC
- Managing Principal - General Partner
• 2015 - Present: Morgan Stanley
- Wealth Management - Managing Director I Portfolio Manager I Alternative Investments Director I Insurance Planning Director I Lending Specialist
- Global Sports & Entertainment - Global Sports & Entertainment Director I NFLPA Registered Institutional Player Financial Advisor
- Family Office Resources - Family Wealth Director
- Research Analyst - High Yield & Distressed Fixed Income Division
• 2003 - 2005: Goldman, Sachs & Co.
- Research Analyst - Investment Grade Fixed Income Division
• 2005 - 2006: Goldman, Sachs & Co.
- Research Associate - High Yield & Distressed Proprietary Investing Group
• 2006 - 2008: Och-Ziff Capital Management Group, LLC
- Senior Research Analyst - Capital Structure Arbitrage Group
• 2009 - 2010: APS Financial, Inc.
- Executive Director - Head of Distressed Fixed Income Division
• 2010 - 2015: Fulcrum Capital Holdings, LLC
- Managing Principal - General Partner
• 2015 - Present: Morgan Stanley
- Wealth Management - Managing Director I Portfolio Manager I Alternative Investments Director I Insurance Planning Director I Lending Specialist
- Global Sports & Entertainment - Global Sports & Entertainment Director I NFLPA Registered Institutional Player Financial Advisor
- Family Office Resources - Family Wealth Director
Client Service Team
Peter O'Malley - Private Wealth Management - Analyst
Phone:
(512) 370-0426(512) 370-0426
Email:Peter.O'Malley@MorganStanleyPWM.com
Morgan Lenamon - Private Wealth Management - Analyst
Phone:
(512) 469-3436(512) 469-3436
Email:Morgan.Lenamon@MorganStanleyPWM.com
Jennifer Pitzer - Wealth Management - Client Service Associate
Phone:
(512) 370-0414(512) 370-0414
Email:Jennifer.Pitzer@MorganStanley.com
Lindsay Pinckney
Phone:
(512) 370-0421(512) 370-0421
Email:Lindsay.Pinckney@morganstanley.com
Location
301 Congress Avenue
Suite 1400
Austin, TX 78701
US
Direct:
(512) 370-0403(512) 370-0403
Toll-Free:
(800) 234-1940(800) 234-1940
14850 North Scottsdale Road
6th Floor
Scottsdale, AZ 85254
US
Direct:
(480) 922-7851(480) 922-7851
800 E 96th Street
Indianapolis, IN 46240
US
Direct:
(512) 370-0414(512) 370-0414
Wealth Management
From My Desk
Rational Investing in an Age of Uncertainty
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
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
Ready to start a conversation? Contact Sorush Shawn Abboud today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
