Catherine Guidera
Morgan Stanley
New York, New York
Contact
How to contact
catherine.guidera@morganstanley.com
Professional Profile
Call Me When
you want to speak with a financial advisor with over 35 years of experience serving multi-generational families and family-owned business owners
Professions
Wealth Manager
Functional Expertise
ESOPs
Estate planning
Private equity
Retirement
Exit/Transition Planning
Professional Certification
CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Media and Entertainment
Wholesale/Distribution
Chapter information
Membership
New York Individual
Member since
Member for 2 years
Why I'm a Member of XPX
I would like to meet other local professtionals for idea sharing and to help service my client base.
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