David Berdon — SPARQNOW

At-a-Glance

Managing Director, Private Wealth Management at Morgan Stanley and Chief Investment Officer at Sage Wealth Management.
Served as CEO and Board member of Morgan Stanley's $6 billion publicly traded CGCM fund family.
Named to the Forbes Best-In-State Wealth Advisors list for 2022.
Earned an MBA from the Wharton School at the University of Pennsylvania.
Spent 12 years at Goldman Sachs & Co. as a co-portfolio manager for $35 billion in institutional equities.

Biography

David Berdon is a Managing Director in Private Wealth Management at Morgan Stanley and serves as the Chief Investment Officer at Sage Wealth Management. At Sage, he works with individuals, families, and businesses to build and preserve wealth, providing investment experience and a deep understanding of tax, estate, and financial planning strategies. His mission is to reduce complexity for clients by coordinating across their legal, tax, and other financial providers.