Executive Director, Associate Complex Manager
Beatriz (Bea) Luna Vida is an Executive Director and Associate Complex Manager (“ACM”) at Morgan Stanley Private Wealth Management. With nearly 20 years of experience in the financial services industry, Bea is a member of the leadership team of Morgan Stanley’s Private Wealth Management New York City Complex, where she plays a key role in the overall management of the business. Working directly with Private Wealth Advisors and their teams, she specializes in facilitating business development and growth through the delivery of the best strategies, practices, and global resources available at Morgan Stanley to serve Ultra High Net Worth clients. Prior to joining Morgan Stanley, Bea was a Managing Director and Branch Manager at Santander Securities Puerto Rico, the first woman to hold such a position at a major broker dealer in that region. During her 16-year tenure at Santander, she also served as a Financial Advisor, Director of Investment Consulting, Director of Research, and as a Research Analyst, where she was a member of the Institutional Investor No. 2 Equity Research Team covering Food & Beverages in Latin America. Bea began her professional career as a Telecom Analyst for Andersen Consulting (currently Accenture), after spending nine months as a World Teach volunteer in Baja California, Mexico. At Morgan Stanley, Bea serves on the Morgan Stanley Wealth Management’s ACM Council and on the NY Metro Women’s Business Development Council (LIFT), an advocacy and business development group dedicated to empowering women advisors through coaching, networking, and peer mentoring activities. She is also an active participant in the Firm’s multicultural and women’s groups. Bea currently serves on the United States Tennis Association Hispanic Engagement Advisory Group, on the Board of Directors of the Caribbean Tennis Association, and on the Board of Directors of the Ricky Martin Foundation, a global non-profit focused on providing education and awareness against human trafficking. Bea received a B.S. in Foreign Service from Georgetown University and an Executive MBA from Kellogg School of Management. At Georgetown, she played NCAA Division I Tennis, was a Big East Academic All-Star, and a recipient of the Arthur Ashe Jr. Sports Scholar Award. In 1992, she was part of the first Federation Cup Tennis team representing Puerto Rico.