SPEAKERS

David Abel

VerdeXchange

Darya Allen-Attar

Morgan Stanley

Darya Allen-Attar is a highly experienced Financial Advisor in the Santa Monica, Calif., office of Morgan
Stanley Wealth Management. She has worked in financial services for over 30 years. Prior to joining the firm,
she worked as a Certified Public Accountant (Currently Non-Practicing) at KPMG Peat Marwick.

Darya focuses on providing comprehensive wealth management solutions to a broad range of high-net-
worth individuals, families, foundations and endowments by leveraging the global resources and vast

capabilities of Morgan Stanley. She has also meticulously honed her diverse skills to provide specialized
services to certain individuals, most notably:
• Socially responsible investors, especially those focused on Environmental, Social,
and Governance (ESG) issues, who are interested in “investing with impact”
• Women business founders
• Business founders who want to create a comprehensive financial plan before exiting
their company Investing with Impact
“Investing with Impact” is a style of investing that affords investors the opportunity to seek
market rate returns by aligning their capital with their values by investing in companies that contribute
to the greater good of society. This approach has long been such a key driver of portfolio construction
for Darya that she became one of Morgan Stanley’s first Investing with Impact Directors in 2018.
As an Impact Director, Darya advises like-minded clients who want to align their portfolios with their
core values and principles. Darya is among an exclusive group of financial advisors who have earned
the firm’s highly coveted designation.
Women Business Founders
Having attained success in a male-dominated business world, Darya is passionate about helping women
business founders achieve their goals. As a way to pay it forward, she co-founded a community organization
and nonprofit foundation to help them build scalable businesses. They are called the Women Founders
Network and the Women Founders Education Foundation, respectively. Darya believes the greatest way
for women to grow wealth is through entrepreneurship.
Business Founders Exiting Their Company
For most founders, their business is their most valuable asset. But when they are preparing to exit their
business, they must take certain steps to maximize its full value, preserve wealth for generational family
members and achieve other important goals. As a Certified Exit Planning Advisor, Darya has extensive
experience advising business founders in this complex area. She boils down her experience to 11 actions
business founders must take to rapidly grow value and unlock wealth.
Honored for Her Service
While Darya is humble and reserved, her hard work and passion have not gone unnoticed in the professional
community. For her distinguished contributions at Morgan Stanley in Investing with Impact, and her work
as the Co-Founder of Women Founders Network, the Southern California Leadership Network recognized
Darya with the Visionary Award in 2021.