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Daniel Mortazavi, Cfa profile image

Daniel Mortazavi, Cfa

Co-Head, Private Wealth Distribution at Sera Global
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Daniel Mortazavi, a seasoned investment professional with 13 years of experience, holds a BA in Political Science from Loyola University Maryland and an International Relations degree from Katholieke Universiteit Leuven, serving as Co-Head of Private Wealth Distribution at Sera Global.
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Location
New York, New York, United States, US
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Daniel Mortazavi is a seasoned finance professional with extensive experience in investment banking, private capital, and strategic advisory services. He holds a BA in Political Science from Loyola University Maryland and an International Relations degree from Katholieke Universiteit Leuven. With over 13 years of experience, Mortazavi has held key positions at Morgan Stanley Wealth Management and Sera Global, including Executive Director and Co-Head of Private Wealth Distribution. His expertise spans product development, investor relations, and client management. Fluent in multiple languages, Mortazavi brings a unique perspective to the financial industry.

Experience

  • Sera Global
    • New York, United States
    • Co-Head, Private Wealth Distribution
      • Oct 2021 - Present
      • New York, United States

      Sera is an Independent Global Private Markets Advisor offering integrated investment banking, private capital and strategic advisory services.

  • Morgan Stanley Wealth Management
    • United States
    • Financial Services
    • 700 & Above Employee
    • Executive Director - Alternative Investments Group
      • Jun 2014 - Oct 2021

      Head of Product Development for private equity, private credit and co-investments (2017-current)Head of Specialized Investments platform (2015-2017)Real Estate product development (2014)

    • Vice President - Alternative Investments Group
      • Jun 2013 - Jun 2014

      Assembled and led team of three people supporting the investor relations function across private equity and hedge fund strategies

    • Vice President - Corporate Equity Services
      • Jun 2010 - Jun 2013

      Generate new private client business and retain existing client assets by leveraging institutional businesses such as Stock Plans and Executive Financial Services

    • Client Relationship Manager
      • May 2008 - May 2010

      Managed major client relationships for the Stock Plan Services business.

  • Citi Smith Barney
    • Plan Specialist
      • Oct 2006 - Apr 2008

      Delivered record keeping and financial reporting services to institutional clients.

Education

  • 2001 - 2005
    Loyola University Maryland
    BA, Political Science
  • 2003 - 2004
    Katholieke Universiteit Leuven
    n/a, International Relations

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Industry Focus. “Investment Banking”

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