Best Investors Account Sign in

William James Connolly

Morgan Stanley

Boston, MA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-20
  • TX RA
    APPROVED_RES
    Since 2022-10-20

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 07/2014 09/2017
Tuck School Of Business At Dartmouth Hanover NH 09/2017 06/2019
Goldman Sachs Boston MA 07/2019 08/2020
Ubs Financial Services Inc. Boston MA 08/2020 09/2022
Morgan Stanley Smith Barney Llc Boston MA 09/2022 Present
Morgan Stanley Private Bank, N.A. New York NY 09/2022 Present
  • 07/2014 → 09/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
  • 09/2017 → 06/2019
    Tuck School Of Business At Dartmouth
    Hanover, NH
  • 07/2019 → 08/2020
    Goldman Sachs
    Boston, MA
  • 08/2020 → 09/2022
    Ubs Financial Services Inc.
    Boston, MA
  • 09/2022 → Present
    Morgan Stanley Smith Barney Llc
    Boston, MA
  • 09/2022 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-26
  • S66 Uniform Combined State Law Examination
    2014-09-26
Designations
Other Names
  • William Connolly
  • Will Connolly

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor