Wendy D Masse

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

• 06/2007 → 06/2018
  Neuberger Berman, Llc
  Philadelphia, PA
• 06/2018 → Present
  Morgan Stanley
  West Conshohocken, PA
• 07/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-06-06 → 2018-06-15
  Neuberger Berman Bd Llc
  Berwyn, PA
  Philadelphia, PA
  Dallas, TX
  Newtown Square, PA
  New York, NY
• 2002-06-19 → 2007-05-15
  Rittenhouse Asset Management, Inc.
  Radnor, IL
• 2000-05-25 → 2002-12-31
  Nuveen Fund Advisors, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-02
• S63 Uniform Securities Agent State Law Examination
  1993-06-18

Other Names

• Wendy A Demarco
• Wendy Anne Demarco
• Wendy De Marco Masse
• Wendy Masse