About Gilles Barretieri
A Financial Advisor with the Wealth Management division of Morgan Stanley Gilles has been named to the Forbes list of "Americas Top Next Generation Wealth Advisors" in 2018 and 2019. In addition, he is a Senior Portfolio Manager, who has vast subject matter knowledge in delivering services to, among others, entertainers, entrepreneurs and board members of private and public companies.
Gilles began his career as an institutional trader at Merrill Lynch, Credit Suisse First Boston and UBS in London and Paris. He then spent the next 6 years engineering structured products for KBL and Goldman Sachs. He started his private wealth management career at Merrill Lynch in 2012 before being recruited to Morgan Stanley in 2019.
Gilles brings his institutional investment experience to his wealth management practice to deliver a proactive approach to asset management for his clients. He works extremely closely with his client’s CPAs, attorneys, and business managers, to make sure his plan fits best within the clients overall framework. His thought process is the more collaboration and communication with one another regarding the client’s situation, means the better the clients’ interests are served.
Gilles graduated with his Masters in Finance from Paris IX Dauphine University. He currently resides in Los Angeles.
2018, 2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: CT, FL, GA, HI, IL, IN, LA, MA, MD, MI, NC, NE, NJ, NM, NV, NY, OH, DC, OR, PA, SC, TX, VA, VT, WA, WI, AK, AR, AZ, CA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 988000