Paul Halpern

Managing Director, Head of Deposits and Banking Services at Morgan Stanley

Paul Halpern is a Managing Director and Head of Private Banking Cash Management and Deposits strategy and execution. He works closely with Online/Mobile and Digital Banking, on the development of the Firm’s banking products and digital solutions and teams with Financial Advisors to help them better engage with clients to offer the full range of wealth management services.

Paul joined Morgan Stanley in September 2018 from Betterment, where he served as Chief Marketing Officer. Prior to that, he held a succession of management positions at Bank of America/Merrill Lynch, including Head of Merrill Lynch Segment and Brand Marketing, since joining the company in 2013. Paul also served as Executive Vice President in a variety of roles covering Banking and Investing Product and Site Marketing at E*Trade Financial Corp and started his career at Capital One.

Mr. Halpern has an undergraduate degree in Electrical Engineering from Tufts University and a Master’s in Business Administration from Harvard Business School. He currently resides in Manhattan with his wife Nancy and their two children.