Jason Goldstrich

Jason Goldstrich is a Portfolio Management Director at Morgan Stanley Private Wealth Management. As a Private Wealth Advisor of the Bermont Carlin Group, he manages assets for ultra-high net worth individuals and families, endowments, as well as for-profit and not-for-profit institutions guiding them towards the realization of their financial objectives. As a member of Morgan Stanley’s boutique Private Wealth Management division, Jason’s team offers access to extensive resources in addition to investment management that alongside his team provide a bespoke client experience. Jason has also been recognized by Forbes Best in State Advisors from its inception in 2022 as well as Forbes Next Gen Advisors from 2021. Bermont Carlin Wealth Management has been named to Barron’s Top 100 Private Wealth Teams in the country each year since its inaugural listing in 2019, and to Forbes America’s Top Wealth Management Teams and Best-In-State Wealth Management Teams each year since established in 2022 and 2023 respectively. Prior to joining the Group, Jason worked at Wells Fargo and Deutsche Bank in Investment Banking.
 
A Miami native, Jason graduated from the University of Florida with a bachelor’s degree in Finance and from the University of Southern California’s Business School with an MBA.
 
Jason is active in his community serving on the Orange Bowl Committee, a member of Morgan Stanley’s Regional Council amongst other endeavors. He lives in Coral Gables with his wife Katie Henriques and their two young children. In his spare time, he enjoys playing chess, and pickleball.  Read Less