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MEMBER PROFILE

 

GARY WULF

MORGAN STANLEY

 

Member profile details

Membership level
Houston Individual
First name
GARY
Last name
WULF
Title
SR. VICE PRESIDENT
Company
MORGAN STANLEY
XPX Chapter Email Lists
  • Houston News & Events
 

CONTACT INFORMATION

City
Houston
State
Texas
 

PROFILE INFORMATION

Call me when
When you are a deal team that wants to provide private tailored wealth strategies, tax-efficient exit planning, and family office / investment advisory for sellers, both pre and post transaction.
Why I/we support XPX
Because we believe in providing a collaborative, service-based mindset to our local business and philanthropic community here in Houston.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (for profit)
  • Board of Directors (not for profit)
  • Cash management
  • Change Management
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Investments
  • Private equity
  • Private placements
  • Risk management
  • Strategic planning
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Certified Divorce Financial Analyst (CDFA) / Certified Investment Mangement Analyst (CIMA) / Portfolio Management Director
In Business Since
1993
How to contact
713-658-4729