Ira Millman

Ira Millman is the founder of The Millman Group at Morgan Stanley, a 9-person wealth management team that advises ultra-affluent individuals and families on more than $2 billion in assets, as of March 2021. His areas of concentration include overseeing the team's asset allocation models, portfolio construction, and manager evaluation of both traditional and alternative investments. Over his 35+ year career, Ira has built a team that strives for excellence by inspiring a level of confidence that helps enable clients to spend less time worrying about day-to-day finances and more time doing what matters most to them and their family.

Prior to joining Morgan Stanley in 2015, Ira was a Managing Director and Private Wealth Advisor at UBS from 2001 to 2015 and a Senior Vice President at Smith Barney from 1981 to 2001. Throughout his career, Ira has been consistently recognized for his industry achievements, having been named to Barron's list of America's Top 1,200 Advisors (2009-2014, 2021), The Financial Times? list of Top 400 Financial Advisors (2017-2020), and Forbes Magazine's list of America's Best-in-State Wealth Advisors (2018-2021).

Ira is a Cum Laude graduate of Queens College. He became a Certified Financial Planner? (CFP®) in 1993, following which he was also designated a Certified Investment Management Analyst (CIMA®) by the Wharton School of Business and a Certified Private Wealth Advisor (CPWA®) by the University of Chicago, Booth Business School.

Ira maintains an active role in his community. He is a member of the Morgan Stanley Portfolio Management Institute, Investment Management Consulting Association, Financial Planning Association, and the Certified Board of Standards and Practices for Certified Financial Planners. He also sits on the National Investment Committee of the National Multiple Sclerosis (MS) Society, is a National Ambassador for the Weizmann Institute of Science, and serves on the board of Dorot, an organization that serves the elderly and shut-in population of New York City. Ira currently resides in Connecticut with his wife Mila and has two grown children and a granddaughter. Read Less