Richard S. Zinman leads one of the largest and most comprehensive wealth management teams 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. Richard began his career on Wall Street in 1983 with Dean Witter Reynolds.
Richard holds a Bachelor of Arts degree in political science from Duke University. He is active in many organizations, including the Council of Conservators of the New York Public Library where he co-chairs the Committee on Education. He is also 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. At Duke University, Richard is a member of the Financial Economics Steering Committee. 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