Jonathan L. in

Jonathan L.

Login to view DISC.
Managing Director at Morgan Stanley
📍 New York City Metropolitan Area, United States

Jonathan L. is the Managing Director and CFO of the Institutional Securities Group at Morgan Stanley. His expertise lies in valuation control and derivative modeling, built upon previous global leadership roles within the firm and his time at Ernst & Young. He holds two degrees from the University of Michigan.

Before becoming divisional CFO, Jonathan served as the Asia Regional Head and later the Global Head of Valuation Control for Morgan Stanley.

Read the full overview →
Experience
21 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Jonathan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Jonathan cares about

Derivative Valuation
His background includes derivative valuation and modeling at Ernst & Young and leading global valuation control teams at Morgan Stanley.
Institutional Securities
As the current CFO for Morgan Stanley's Institutional Securities Group, he is deeply involved in the financial strategy and operations of this major division.
+4 more topics Login to view topics
Career

Work history

7-2006
Managing Director
Morgan Stanley
8-2004 - 6-2006
Staff
Ernst & Young Financial Services Risk Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2003 - 2004
MAcc
University of Michigan
1999 - 2003
BSE
University of Michigan
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Morgan Stanley Employees

Explore more public profiles from related professionals.

Margalit Connolly
Margalit Connolly
Managing Director- BRM Finance CFO
Morgan Stanley
 Tserenna Erdenebileg
Tserenna Erdenebileg
Managing Director, Wealth Management Segment CFO
Morgan Stanley
 Sean Egan
Sean Egan
Managing Director, Global Head of Financial Planning & Analysis
Morgan Stanley
BN
Ben Nunez
Managing Director
Morgan Stanley

More profiles

Discover additional public profiles from our index.

BN
Ben Nunez
Managing Director
Morgan Stanley
 Sean Egan
Sean Egan
Managing Director, Global Head of Financial Planning & Analysis
Morgan Stanley
KM
Kristen Murphy
Executive Director, Client Reporting Technology
Morgan Stanley Smith Barney
 Tserenna Erdenebileg
Tserenna Erdenebileg
Managing Director, Wealth Management Segment CFO
Morgan Stanley
Unlock the full playbookSee exactly how to sell to Jonathan. Free, 10 seconds.