Morgan Stanley Private Wealth Management continues to expand its presence in Miami with the addition of Dani Diaz Torroba, a prominent figure in the private banking industry, along with his international team. From his new position, Diaz will serve high-net-worth private clients across Latin America, the United States, and Europe, as well as institutions and foundations, according to information obtained by Funds Society.
With a career spanning over 25 years in the sector, Dani Diaz is recognized as one of the industry’s leading financial advisors. Before joining Morgan Stanley, he was one of UBS’s top producers in Miami, where he had served as Managing Director since 2015. His professional excellence has been endorsed by the Forbes Best-In-State Wealth Advisors distinction, an award he has received consecutively from 2019 to 2024. The banker moves to Morgan Stanley alongside his team members, Darling Solís and José Trujillo.
Over the course of his career, he has held key positions at some of the most prestigious global banking firms, including Citi (2005-2007), J.P. Morgan (2010-2014), and Credit Suisse (2014-2015), working in both private and investment banking in Miami and New York.
Diaz Torroba holds a degree in Business Administration and Management from the University of Navarra and an MBA from the Darden Graduate School of Business (University of Virginia), credentials that reinforce his strong academic background and ability to provide high-level strategic advisory services.
For Elena Santiso