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MEMBER PROFILE

 

Ann Kim

The ESOP Group at Morgan Stanley

 

Member profile details

Membership level
Chicago Individual
First name
Ann
Last name
Kim
Title
Financial Advisor
Company
The ESOP Group at Morgan Stanley
XPX Chapter Email Lists
  • Chicago News & Events
  • Houston News & Events
 

CONTACT INFORMATION

City
Chicago
State
Illinois
 

PROFILE INFORMATION

Call me when
you are looking for liquidity from a private business, want to reward your employees and retain a legacy. I specialize in employee stock ownership plans (ESOPs), which is a flexible structure to buy your company.
Why I/we support XPX
I am a new member and am looking forward to helping business owners achieve their financial goals!
Profession
  • Consultant
  • Wealth Manager
Functional Expertise
  • Buy side/Acquisitions
  • Employee benefits
  • Employee engagement/ retention
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Management succession
  • Sell side/Divestiture
  • Strategic planning
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CPA, JD, NMLS: 2528597
Advisor Resource Relationships
  • BEI
  • BizEquity
In Business Since
1993
How to contact
ann.kim@morganstanley.com
Business Focus
Supporting and educating on business transitions with a specialty in employee ownership through an ESOP.
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