A former Morgan Stanley wealth manager on the true definition of wealth—and how to obtain it.
In November 2015, I booked a suite in a midtown Manhattan hotel and spent the night pacing, rehearsing my presentation in an empty room. The next morning I would host the first breakfast workshop for my new wealth advisory firm. I had left a prominent position as a director of wealth management at Morgan Stanley to build a company based on a radically different idea of wealth.
