Executive Director, Head of Asset Manager Diversity, Equity, & Inclusion Engagement
Morgan Stanley
Purchase, New York, United States
Carlos A. Muñoz is an Executive Director at Morgan Stanley Wealth Management, based in Purchase, New York. He brings over twenty years of experience in the finance industry. Carlos is responsible for driving The Equity Collective, a groundbreaking industry initiative led by Morgan Stanley that comprises twenty-seven leading Wealth and Asset Management Firms, aims to educate, empower, and develop the next generation of leaders in finance.
Carlos began his career with Citigroup Asset Management, serving as an Offshore Sales Desk liaison. He later headed the Offshore Sales Desk at Smith Barney before joining Morgan Stanley in 2011. His extensive experience in sales, leadership, and business development positions him as a key player in reshaping talent pipeline development within the wealth management sector.
Carlos holds a B.A. in French Language and Literature from the University of Rhode Island and an M.B.A. in Marketing and International Business from Iona University.
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Innovating the Talent Pipelines
Wednesday, June 11, 2025
1:45 PM - 2:45 PM EDT