Richard S. Zinman leads the Magellan Group within Morgan Stanley Private Wealth Management. His primary responsibilities are to oversee the team’s asset allocation models, manager search and selection process, performance measurement, tax, trust and estate planning strategies, risk management, alternative investment knowledge and philanthropic advisory services.
Prior to joining Morgan Stanley, Richard was a managing director in Wealth Management with Credit Suisse, where in addition to his role as a relationship manager, he also served as head of both Campus Recruiting and Practice Management for Private Banking North America. Richard led efforts to develop the Private Bank’s investments in human capital, focusing on training Advisors in practice management, new business development, and deepening client relationships. He joined Credit Suisse in 2008 from Citi Smith Barney. Richard began his career on Wall Street in 1983 with Dean Witter Reynolds. Richard he been named amongst Barron’s Top 100 Financial Advisors in 2006-2008 and as Barron’s Top 100 Financial Advisors in NY in 2010-2011. Richard was most recently named amongst Barron’s Top 1,200 Financial Advisors for 2018, ranking #20 in New York State.
Richard holds a Bachelor of Arts degree in political science from Duke University. He is active in many organizations. He is co-chair of the board of Wave Hill New York Public Garden and Cultural Center and an executive committee board member of Caramoor Center for Music and the Arts, where he chairs the development committee. In addition, Richard serves on the Council of Conservators of the New York Public Library, where he co-chairs the Educational Committee, the Advisor Board of the Guggenheim Museum and the Advisory Board of Duke Performances the performing Arts Organization at Duke University. In his spare time, he enjoys cycling, collecting and drinking fine wines, and reading historical fiction. Richard lives in New York City and Bedford, New York. He and his wife have three adult daughters.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures