Senior Vice President, Portfolio Management Director, Financial Advisor
New York, Ny, Us
For the past four decades, the Portfolio Management Group has addressed the needs of high net worth individuals and institutional clients, creating customized investment strategies, portfolios and solutions.* Our portfolio managers represent a select groupof Financial Advisors who are qualified by the firm to manage your assets based on training, experience and commitment to client service. They bring a disciplined approach to managing your portfolio and a focus to investing. Your portfolio in the Portfolio Management program is designed to help meet your specific financial needs and is managed on a fully discretionary basis by your Portfolio Manager. Leveraging the global resources of Morgan Stanley, your Portfolio Manager monitors the events that affect your financial objectives. He or she also studies trends and developments that shape the investment environment, drive the economy and ultimately impact your portfolio’s performance. You’ll find that your Portfolio Manager’s experience, training and investment philosophy offer guidance—both in ongoing portfolio management decisions and understanding investment risk while keeping your longterm goals in view.Your Portfolio Manager works closely with you to understand your needs while maintaining the focus and discipline necessary to guide your portfolio in the most challenging market cycles. A disciplined four-step investment process underpins the program and helps to develop a long-term perspective about building and managing wealth.The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
