David S Isaacson, CIMA®
Executive Director, Institutional Consulting Director, Family Wealth Director, Senior Portfolio Manager, International Client Advisor, Alternative Investments Director
David Isaacson has provided customized investment advice for over 30 years and has worked with Morgan Stanley and its predecessor firms since 1994. David is an Executive Director and Institutional Consulting Director with Graystone Consulting, a business of Morgan Stanley. Graystone Consulting offers the unique combination of an institutional consulting boutique with the global resources of one of the world’s preeminent financial organizations. David concentrates his talents on our integrated approach to planning, which includes family issues, wealth transfer, asset protection and location strategies, and business succession planning. David focuses on helping clients analyse their objectives, tactical asset allocation policies, selecting investment managers and strategic planning. His clients include high net worth individuals, family offices, corporations, corporate retirement plans, foundations, endowments, and pension funds. David is one of approximately 5% of Morgan Stanley advisors designated as a Family Wealth Director which means David has extensive knowledge and experience in estate planning strategy, investments, risk and liquidity management. David also holds the title of International Client Advisor and offers a highly focused set of capabilities to help address the investing and wealth management needs of successful clients who reside outside the United States. He continues to service existing International Client Advisor relationships and partners with International Client Advisors on new relationships. Clients include entrepreneurs, family offices, businesses and prominent individuals from the Americas, Europe, Asia and the Middle East. David has completed the Certified Investment Management Analyst® (CIMA)® Program conducted by the Investment Management Consultants Association at Wharton. A CIMA® certification reflects experience, education, examination and ethical standards. David has earned the designation of Senior Portfolio Manager and provides the opportunity for clients to experience a level of personalized portfolio management typically reserved for major institutions. David is also an Alternative Investment Director and an Insurance Planning Director. David received his Master of Business Administration from the Crummer Graduate School of Business at Rollins College, where he graduated with honors and his B.A.A. from Ryerson University in Toronto, where he also graduated with honors. David and his lovely wife, Judi, of 31 years live in the Winter Park area with their two rescue dogs and a rescue cat. Their daughter, Nicole, is an EDP Graduate at the University of Denver and is a DJ in LA. David currently serves on the board of directors of the Canine Companions for Independence.
NMLS#: 1274518
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