Samantha O Eskenazi

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → Present
  Morgan Stanley
  New York, NY
• 11/2020 → 03/2021
  Unemployed
  New York, NY
• 08/2020 → 11/2020
  Stangercarlson
  New York, NY
• 03/2020 → 08/2020
  Unemployed
  New York, NY
• 08/2019 → 03/2020
  Soni Resources Group
  New York, NY
• 05/2019 → 08/2019
  Unemployed
  New York, NY
• 08/2018 → 05/2019
  Tulane University
  New Orleans, LA
• 05/2018 → 08/2018
  Douglas Elliman Real Estate
  New York, NY
• 08/2017 → 05/2018
  Tulane University
  New Orleans, LA
• 07/2017 → 08/2017
  Suvretta Capital Limited
  New York, NY
• 05/2017 → 07/2017
  Unemployed
  New York, NY
• 08/2016 → 05/2017
  Tulane University
  New Orleans, LA
• 06/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*529585 - Spin Spun; Investment related: No; Deerfield, Illinois; food/events; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 7; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2021-05-21

Other Names

• Samantha O Lorch