Profile
Mr. David L.
Berdon is a Managing Director, Private Wealth Advisor, Portfolio Manager & Workplace Advisor at Morgan Stanley Investment Management, Inc. He has over 25 years of investing and financial markets experience.
Mr. Berdon was previously employed as a Vice President at Goldman Sachs Asset Management LP and Soliloquy Learning, Inc., a Consultant at Diamond Management & Technology Consultants, Inc., an Analyst at The Chase Manhattan Bank NA (France), a Founder at Berdon LLP, and a Chief Executive Officer & President at Consulting Group Advisory Services LLC.
He received his Bachelor of Arts in government and law from Lafayette College and a MBA from the Wharton School at the University of Pennsylvania.
David Berdon active positions
| Companies | Position | Start |
|---|---|---|
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Portfolio Manager-Equities | 2013-02-28 |
Former positions of David Berdon
| Companies | Position | End |
|---|---|---|
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance GSMALP offers a wide array of investment strategies that span asset classes, industries, and geographies. The firm's products and services across a full range of asset classes including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate. Clients access these solutions through GSAM's proprietary strategies, strategic partnerships, and open architecture programs. | Analyst-Equity | 2013-02-28 |
Soliloquy Learning, Inc.
Soliloquy Learning, Inc. Packaged SoftwareTechnology Services Develops reading software | Corporate Officer/Principal | 2001-02-27 |
Carbon Merger Subsidiary, Inc.
Carbon Merger Subsidiary, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | 1998-12-30 |
The Chase Manhattan Bank NA (France)
The Chase Manhattan Bank NA (France) Regional BanksFinance The Chase Manhattan Bank NA (France) is a company based in Paris, France. | Corporate Officer/Principal | 1993-12-31 |
Berdon LLP
Berdon LLP Other Consumer ServicesConsumer Services Provides tax, accounting and advisory services | Founder | - |
Training of David Berdon
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 | 9 |
|---|---|
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance GSMALP offers a wide array of investment strategies that span asset classes, industries, and geographies. The firm's products and services across a full range of asset classes including fixed income, money markets, public and private equity, commodities, hedge funds, and real estate. Clients access these solutions through GSAM's proprietary strategies, strategic partnerships, and open architecture programs. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Consulting Group Advisory Services LLC
Consulting Group Advisory Services LLC Investment ManagersFinance Profile Unavailable. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lafayette College
Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Carbon Merger Subsidiary, Inc.
Carbon Merger Subsidiary, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
The Chase Manhattan Bank NA (France)
The Chase Manhattan Bank NA (France) Regional BanksFinance The Chase Manhattan Bank NA (France) is a company based in Paris, France. | Finance |
Berdon LLP
Berdon LLP Other Consumer ServicesConsumer Services Provides tax, accounting and advisory services | Consumer Services |
Soliloquy Learning, Inc.
Soliloquy Learning, Inc. Packaged SoftwareTechnology Services Develops reading software | Technology Services |
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