Michael Durso, Cfa®

Michael Durso, Cfa® Email and Phone Number

Founding Partner, CEO and CIO @ ShoreHaven Wealth Partners
New York, NY, US
Michael Durso, Cfa®'s Location
Little Silver, New Jersey, United States, United States
Michael Durso, Cfa®'s Contact Details

Michael Durso, Cfa® personal email

About Michael Durso, Cfa®

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.

Michael Durso, Cfa®'s Current Company Details
ShoreHaven Wealth Partners

Shorehaven Wealth Partners

View
Founding Partner, CEO and CIO
New York, NY, US
Employees:
9
Michael Durso, Cfa® Work Experience Details
  • Shorehaven Wealth Partners
    Founding Partner, Ceo And Cio
    Shorehaven Wealth Partners
    New York, Ny, Us
  • Shorehaven Wealth Partners
    Founding Partner, Ceo/Cio
    Shorehaven Wealth Partners Jul 2022 - Present
    Red Bank, New Jersey, Us
    ShoreHaven 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.
  • Shorehaven Wealth Partners
    Founding Partner - Chief Investment Officer
    Shorehaven Wealth Partners Jul 2022 - Jul 2022
    Red Bank, New Jersey, Us
  • The Post
    Member
    The Post Oct 2023 - Present
    New York, Ny, Us
    The only private membership network connecting leaders Built By Sport; Co-founded by Christian Ponder and Jason LaRose.
  • Forbes Councils
    Forbes Councils Member
    Forbes Councils Jul 2022 - Present
    Boston, Massachusetts, Us
  • Morgan Stanley
    Vice President
    Morgan Stanley Jan 2020 - Jul 2020
    New York, Ny, Us
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Oct 2016 - Jul 2020
    New York, Ny, Us
  • Sky Harbor Capital Management, Llc
    Relationship Manager
    Sky Harbor Capital Management, Llc Jul 2014 - Feb 2016
    Greenwich, Ct, Us
  • Blackrock
    Vice President - Ishares Due Diligence Sales
    Blackrock Oct 2012 - Jul 2014
    New York, Ny, Us
  • Blackrock
    Associate - Ishares Institutional Business
    Blackrock Jan 2011 - Nov 2012
    New York, Ny, Us
  • Blackrock
    Analyst
    Blackrock Dec 2009 - Jan 2011
    New York, Ny, Us
  • Blackrock
    Regional Sales Associate
    Blackrock Mar 2009 - Dec 2009
    New York, Ny, Us
  • Alliancebernstein
    Senior Regional Consultant
    Alliancebernstein Jul 2006 - Mar 2009
    Nashville, Tn, Us

Michael Durso, Cfa® Skills

Alternative Investments Leadership Series 63 Writing Pensions Fixed Income Business Relationship Management Wealth Management Services Portfolio Management Investments Bloomberg Asset Allocation Strategic Planning Equities Mutual Funds Career Counseling Investment Strategies Bloomberg Terminal Asset Management Etfs Due Diligence Series 7 Institutional Hedge Funds Investment Management

Michael Durso, Cfa® Education Details

  • James Madison University
    James Madison University
  • Jmu College Of Business
    Jmu College Of Business
    Finance
  • Christian Brothers Academy
    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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