Joseph Schlater is a founding partner of Busara Advisors, LLC. Mr. Schlater has over 20 years experience in the financial services industry serving both institutional and high-net worth individuals.
Prior to establishing Busara, Mr. Schlater spent eleven years at Morgan Stanley in Los Angeles and San Francisco, where he played a key role as a relationship manager for one of the largest companies in Silicon Valley. During his tenure, Mr. Schlater’s notable mandates included raising $1.5 billion in assets, leading a $5.5 billion debt IPO (lead manager) and a $4 billion follow-on debt transaction.
In addition to his institutional clientele, Mr. Schlater’s expertise expanded into advising high-net worth individuals and families on all aspects of wealth management and preservation. While in Los Angeles, he was selected to additionally take on the role of Sales Manager of the Beverly Hills office in which he was responsible for recruiting and training all new and existing employees.
Prior to Morgan Stanley, Mr. Schlater worked at Hambrecht and Quist where he advised officers and directors on the sale of restricted securities and provided individuals and businesses with comprehensive financial planning for investment, estate planning, and tax management issues.
Mr. Schlater’s leadership and achievements have been recognized by various awards which include being a three year Morgan Stanley’s President’s Club member and a two time Chairman’s Club recipient, as well as being named a Top Equity Salesman in the Global Wealth Management Division.
Outside of work, Mr. Schlater is very active in the non-profit community. He is currently serving his sixth year as a member of the national board of directors for After School All-Stars, a non-profit organization devoted to the education and social welfare of inner city youths. He has also served as a member of the Advisory Board for the University of San Francisco Business School for four years. Mr. Schlater is also a Senior Advisor for the minority-owner broker-dealer Blaylock Robert Van and sits on the board of Widget Realm, a technology start-up. Mr. Schlater received a BS in Finance from the University of San Francisco.