Loading…

Exit Planning
- Day Zero Guide
- Aha Planner
The Grid

Loading content…

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

Facebook Instagram X YouTube LinkedIn

Privacy policy Terms of service Cookies Acceptable use policy

Do Not Sell or Share My Personal Information

© 2026 Zolidar, Inc. All Rights Reserved.

Aug 2026

Meet Zolid AI

Here to help — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Ask me anything

Zolid AI may provide inaccurate info, so verify responses.

MS

Morgan Stanley

Last updated at 2024-11-15

Add this org to the EO Market Map

Richer profiles land on the map faster.

Enrich this profile Explore the map

Grid Insight

About

Large investment bank with global operations - provider of financial advisory, private wealth management, and institutional securities services

Why employee ownership

Share why employee ownership matters to this organization.

Add why employee ownership matters

Suggest Focus on EO

Services and Fees

Conversion Support: Business Planning & Modeling

Join The Grid to view full services and fees information

Organization type

Service Provider

Ask Zolid AI

How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Details

No organization details yet. Add details like location, ownership, and industry.

Add organization details

Contact

1585 Broadway, New York, NY, USA

Associated people

Current

Minit Gupta
Vice President, Investment Banking
William (Bill) Obrien
Corporate Client Group Director
Jim Massey
Senior Vice President, Financial Advisor
Ann Kim
VP/ Financial Advisor with the ESOP Group

Previous

No previous associations listed for Morgan Stanley.

Authored

No authored content listed yet.

Mentions

No mentions listed yet.

Affiliated Organizations

No affiliated organizations yet.

Add organization

Curators

No one has curated this page yet. Be the first.

Browse The Grid

Professionals by Role

Academic
Attorney
Business Advisor
Business Executive
Business Owner
Business Valuation Expert
Certified Public Accountant (CPA)
Exit Planner
Lender
Registered Investment Advisor (RIA)
View all roles →

Organizations by Type

Academia
Advocacy
Business
Capital Provider
Other
Service Provider
View all types →

Professionals by Location

New York, NY, USA
San Francisco, CA, USA
Los Angeles, CA, USA
Denver, CO, USA
Oakland, CA, USA
Chicago, IL, USA
Austin, TX, USA
Boston, MA, USA
Browse all professionals →