Bo Rackham
Vice President, Wealth Management, Morgan Stanley
As Vice President within Morgan Stanley’s Wealth Management Operations unit, Bo currently manages the Outgoing Account Transfers Group. The group is comprised of Non-ACAT Operations, ACAT Operations and Claims .
Bo joined Morgan Stanley in November of 2021 as a Vice President with initial responsibility to help assist with the integration of E*TRADE into Morgan Stanley and then as the Vice President over Outgoing Account Transfers. He has also held various positions within the ACATS and Settlement teams at Goldman Sachs prior to joining Morgan Stanley.
During his tenure with MS and Goldman Sachs, Bo has participated in many Industry committees created to improve processing. Bo earned his undergraduate degree from the University of Utah in 2009 and graduated from Westminster College in 2014 with a Master of Business Administration.