Charlie Mak

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Charlie Mak
Occupation President, International Wealth
Employer Morgan Stanley Smith Barney
Location New York
Website www.morganstanleysmithbarney.com

Charlie Mak is president of international wealth at Morgan Stanley Smith Barney, a joint wealth management venture between Morgan Stanley and Citigroup Inc.'s Smith Barney.[1] He was appointed in August 2011 and oversees businesses in Latin America, Europe, the Middle East and Asia.[2][3]

Background

Mak is a member of Morgan Stanley's Asia Pacific executive committee and was formerly the head of Morgan Stanley Smith Barney Asia. He has worked in finance for 36 years, beginning with several roles in accounting and legal at Morgan Stanley. Mak began working as an investment adviser in the individual investor services division at Morgan Stanley's New York office in 1986, moving to the Hong Kong office in 1989.[4][5]

Education

  • BBA, PACE University, New York
  • MBA, PACE University, New York

References

  1. Morgan Stanley and Citi To Form Industry-Leading Wealth Management Business Through Joint Venture. Morgan Stanley Smith Barney.
  2. STREET MOVES: Morgan Stanley Names International Wealth Unit Head. WSJ.
  3. Morgan Stanley Names Mak President of International Brokerage. Bloomberg.
  4. Morgan Stanley names new int'l wealth unit head. MarketWatch.
  5. Charles Mak. Hubbis.