Michael Durso, Cfa® Email and Phone Number
Michael Durso, Cfa® work email
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Michael Durso, Cfa® personal email
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My passion for the financial services industry has been a driving force since a young age. Over the course of my career, I’ve had the privilege of partnering with a broad spectrum of clients—from pensions, foundations, and endowments to home offices, financial advisors, and high-achieving professionals. Each relationship has deepened my commitment to delivering tailored financial strategies that foster long-term success and security.I began my journey in 2006 at AllianceBernstein (AB), where I excelled as a Senior Regional Consultant, supporting financial advisors in navigating complex markets. In 2009, I advanced to BlackRock, serving as Vice President within the iShares ETF business, honing my expertise in exchange-traded funds. My career continued to evolve at Sky Harbor Capital Management, where I focused on relationship management throughout the Americas, strengthening my ability to guide clients through varying market conditions.In 2016, I made the pivotal decision to join the Durso Wealth Management Group at Morgan Stanley. This move allowed me to leverage my deep institutional experience with the personalized approach of our family business. My mission has been to elevate the financial well-being of our clients by delivering a best-in-class wealth management experience that empowers them to achieve their most ambitious goals.I earned my BBA in Finance, with a minor in Marketing, from James Madison University. I was also a proud varsity member of the track and cross-country teams and a member of the 2003 IC4A Men’s Cross-Country Championship team. Additionally, I was honored to be a Phi Sigma Pi National Honors Fraternity member.As a CFA® charter holder and New York Society of Securities Analysts (NYSSA) member, I remain deeply connected to the financial community. I also serve as an advisor to the Nasdaq® Index Advisor Council and Opto Investments. My insights are regularly featured in top-tier outlets such as The Wall Street Journal, Bloomberg News, Financial Advisor IQ, FA Magazine, and Yahoo Finance TV.
Shorehaven Wealth Partners
View- Website:
- shorehavenwealth.com
- Employees:
- 9
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Founding Partner, Ceo And CioShorehaven Wealth PartnersNew York, Ny, Us -
Founding Partner, Ceo/CioShorehaven Wealth Partners Jul 2022 - PresentRed Bank, New Jersey, UsShoreHaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families and high net worth individuals, to protect, grow and transition their assets. Many of our clients are family-owned businesses who face succession and transition challenges. -
Founding Partner - Chief Investment OfficerShorehaven Wealth Partners Jul 2022 - Jul 2022Red Bank, New Jersey, Us -
MemberThe Post Oct 2023 - PresentNew York, Ny, UsThe only private membership network connecting leaders Built By Sport; Co-founded by Christian Ponder and Jason LaRose. -
Forbes Councils MemberForbes Councils Jul 2022 - PresentBoston, Massachusetts, Us -
Vice PresidentMorgan Stanley Jan 2020 - Jul 2020New York, Ny, Us -
Financial AdvisorMorgan Stanley Oct 2016 - Jul 2020New York, Ny, Us -
Relationship ManagerSky Harbor Capital Management, Llc Jul 2014 - Feb 2016Greenwich, Ct, Us -
Vice President - Ishares Due Diligence SalesBlackrock Oct 2012 - Jul 2014New York, Ny, Us -
Associate - Ishares Institutional BusinessBlackrock Jan 2011 - Nov 2012New York, Ny, Us -
AnalystBlackrock Dec 2009 - Jan 2011New York, Ny, Us -
Regional Sales AssociateBlackrock Mar 2009 - Dec 2009New York, Ny, Us -
Senior Regional ConsultantAlliancebernstein Jul 2006 - Mar 2009Nashville, Tn, Us
Michael Durso, Cfa® Skills
Michael Durso, Cfa® Education Details
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James Madison University -
Jmu College Of BusinessFinance -
Christian Brothers Academy
Frequently Asked Questions about Michael Durso, Cfa®
What company does Michael Durso, Cfa® work for?
Michael Durso, Cfa® works for Shorehaven Wealth Partners
What is Michael Durso, Cfa®'s role at the current company?
Michael Durso, Cfa®'s current role is Founding Partner, CEO and CIO.
What is Michael Durso, Cfa®'s email address?
Michael Durso, Cfa®'s email address is mi****@****ley.com
What schools did Michael Durso, Cfa® attend?
Michael Durso, Cfa® attended James Madison University, Jmu College Of Business, Christian Brothers Academy.
What skills is Michael Durso, Cfa® known for?
Michael Durso, Cfa® has skills like Alternative Investments, Leadership, Series 63, Writing, Pensions, Fixed Income, Business Relationship Management, Wealth Management Services, Portfolio Management, Investments, Bloomberg, Asset Allocation.
Who are Michael Durso, Cfa®'s colleagues?
Michael Durso, Cfa®'s colleagues are John Durso, Sheryl Iannuzzelli, Robin Kirchberger, Michael Lombardi, Cfp®, Robin Kirchberger.
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