David Kramer brings nearly 20 years of experience in financial services and wealth management. Before joining Kingsview, he held senior leadership roles at Morgan Stanley, including COO of Private Bank Business Development, where he led initiatives that drove significant growth through tax-driven strategies and securities-based lending campaigns. Previously, as Head of Finance for Private Wealth Management, he oversaw financial reporting for ultra-high-net-worth and international segments and developed advisor hiring models that generated over $60 million in new revenue.
David holds an MBA from NYU Stern School of Business and has built a career specializing in financial frameworks that guide multi-million-dollar decisions and scaling complex organizations with institutional rigor. At Kingsview, he leads financial modeling and M&A execution to accelerate growth and profitability.