GARY WULF
MORGAN STANLEY
Houston, Texas
Contact
How to contact
713-658-4729
Professional Profile
Call Me When
When you are a deal team that wants to provide private tailored wealth strategies, tax-efficient exit planning, and family office / investment advisory for sellers, both pre and post transaction.
Professions
Wealth Manager
Functional Expertise
Board of Directors (for profit)
Board of Directors (not for profit)
Cash management
Change Management
Charitable giving
Estate planning
Investments
Private equity
Private placements
Risk management
Strategic planning
Exit/Transition Planning
Professional Certification
Certified Divorce Financial Analyst (CDFA) / Certified Investment Mangement Analyst (CIMA) / Portfolio Management Director
Client Industries
Business Services
Computer/Electronics
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Houston Individual
Member since
New Member
Why I'm a Member of XPX
Because we believe in providing a collaborative, service-based mindset to our local business and philanthropic community here in Houston.
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