Jacob Julian Guzman

Mr. Jacob J.
Guzman is a Senior Vice President & Corporate Client Group Director at Morgan Stanley Smith Barney LLC.
He is also a Alternative Investments Director, Insurance Planning Director, Senior Portfolio Manager, Financial Advisor & Family Wealth Director.
He co-leads the CES Group, working with select individuals, families and corporations primarily executives in healthcare, technology, real estate and asset management.
He has a particular interest in liquidity planning for corporate executives and exit strategies relating to M&A and IPO events.
He is also one of a limited number of Morgan Stanley Alternative Investment Directors.
He earned a B.A.
from the University of Virginia.
He also holds an M.B.A.
from Johns Hopkins University with a focus on Healthcare Management.