David C. Lew
International Client Advisor
Private Wealth Advisor
David Lew provides highly customized investment advice to ultra high net worth families, and a select group of small financial institutions, around the world. His primary geographic coverage is in the U.S., Canada and the Caribbean. David focuses on developing complex investment solutions across asset classes to address the specific needs and goals of his clients.
Prior to joining Morgan Stanley in 2002, David worked as a senior investment advisor at Barclays Bank, where he focused on the needs of sophisticated individual investors based in Latin America, the Caribbean and Canada. He was also instrumental in developing the FX, derivatives and structured notes platform for the Barclays Private Bank. David started his banking career at Citibank, where he worked for 14 years across a number of investment product groups, including precious metals trading, FX trading, and OTC derivatives structuring and sales. While at the Citibank Private Bank, David became a senior investment counselor for clients from Mexico, Brazil, EMEA, Canada and Asia/Pacific.
David graduated with a B.A. in biology, with minors in mathematics and economics, from New York University and went on to earn an MBA in finance from Fordham University. He is a member of the Economics Club of New York and serves as trustee and treasurer of the U.S. Asia Institute. David speaks conversational Cantonese.
Securities Agent: CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures