Profile
David Reeder Thatcher worked as a Vice President & Senior Financial Advisor at Integrated Wealth Management, Inc. from 2014 to 2017.
He also worked as a Vice President & Financial Advisor at Morgan Stanley & Co. LLC in 2014 and as a Financial Advisor at Merrill Lynch & Co., Inc.
Former positions of David Reeder Thatcher
| Companies | Position | End |
|---|---|---|
Integrated Wealth Management, Inc.
 Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Portfolio Manager-Equities | 30/06/2017 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 30/03/2014 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Integrated Wealth Management, Inc.
Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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