Senior Vice President, Financial Advisor
CurrentMichael has worked closely with successful business owners, corporate executives, endowments and foundations for over two decades. He creates and implements highly customized, goals-based wealth management plans and investment portfolios. Prior to joining Morgan Stanley, Michael served high net worth clients at J.P.Morgan’s Private Bank, helping them to preserve and grow their wealth. He holds both the prestigious Chartered Financial Analyst™ and Morgan Stanley Family Wealth Director designations, demonstrating that he has the skills and knowledge to offer each client portfolio construction and wealth planning solutions for their unique situation. Michael earned a master’s degree in business administration from the Kellogg Graduate School of Management at Northwestern University after completing his undergraduate work at Illinois State University. In addition, Michael is a student of the industry and is an active member in the CFA® Institute and the CFA® Society of Chicago.Disclosures:© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.For more information on the designation(s) listed above, go to: https://fa.morganstanley.com/matthysjosephswealthmanagementgroup/NMLS#: 821719CA Insurance License #: 0K71936
