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Sam Kerner, Cfa is listed as Financial Advisor at Morgan Stanley at Morgan Stanley, a company with 501 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Sam Kerner, Cfa.
Sam Kerner, Cfa previously worked as Financial Advisor at Morgan Stanley and Vice President, Portfolio Manager - MidCap Value Fund at Franklin Templeton Investments. Sam Kerner, Cfa holds Chartered Financial Analyst (Cfa) from Cfa Institute.
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AeroLeads found 1 current-domain work email signal for Sam Kerner, Cfa. Compare company email patterns before reaching out.
Experienced investment professional skilled in developing end-to-end investment solutions: planning, strategy, construction, attribution and risk mitigation. Ability to skillfully communicate and manage relationships within the institutional and retail investor community.
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New York, NY, US
NMLS 1800850CRD 2357428NAIC 1687080"© 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 social network messaging systems. MSSB is not responsible for content posted.
San Mateo, California, US
Responsible for the construction and management of Franklin MidCap Value Fund. Drove performance by robust analysis at macro, sector, and stock-specific level. Explored new stock ideas through fundamental research and direct meetings with senior management teams. Maintained strong knowledge of market outlook to ensure superior risk management at the sector.
San Mateo, California, US
Collaborated with Lead PM in the Private Client Group (PCG). Covered Food & Beverage, Tobacco, Supermarket & Drug Store sectors. Conducted extensive stock research, including earnings quality, competitive peer set analysis, and Discounted Cash Flow (DCF) modeling. Diligently evaluated investor expectations via communications with sell side analysts. Hosted.
San Mateo, California, US
Worked on Real Estate Security Fund. Covered home builders and real estate investment trusts (REITs) for diversified, healthcare, industrial, retail, and storage sectors. Recommended stocks based on fundamental research. Emphasized Net Asset Value framework, including active modeling, financial statement analysis, and competitive peer-group assessment..
San Mateo, California, US
Covered passive electronic components and mid-cap contract manufacturers. Performed active financial modeling. Provided stock recommendations and comprehensive overviews including company descriptions and financial projections. Documented daily investment meetings and conference calls for Senior Technology Analyst. Received commendations for consistently.
San Mateo, California, US
Examined profitability, liquidity and leverage ratios of commercial paper issuers. Wrote credit reports as part of an internal annual review and risk-rating system used to determine suitability for investment. Conducted daily trades of notes and bills. Exceeded expectations on turnaround time and volume of reports written.
San Mateo, California, US
Supported senior management and gained exposure to several areas of the business. Held positions including Research Assistant to Chief Investment Officer (CIO), Executive Assistant to Senior VP of the Transfer Agent, Assistant Trader Templeton Global Equity Trading, and Shareholder Reports Writer. Designed user guides for new order management system.
Provided financial planning including sales of insurance policies (whole life, term, and variable), mutual funds, and annuities. Earned Career Level Producer status during entire employment. Member, MONY Client Builder Club for exceeding sales volume expectations.
Other employees you can reach at morganstanley.com. View company contacts for 501 employees →
Marshall Shields
Colleague at Morgan Stanley
Mobile, Alabama, United States, United States
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SM
Steven Monteiro
Colleague at Morgan Stanley
Mumbai, Maharashtra, India, India
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JW
Jay Westmoreland, Cfp®
Colleague at Morgan Stanley
Charlotte Metro, United States
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Murdo Mackay
Colleague at Morgan Stanley
Glasgow, Scotland, United Kingdom, United Kingdom
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Jason Burke
Colleague at Morgan Stanley
Charleston-Huntington Area, United States
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AG
Alexis Garnier
Colleague at Morgan Stanley
New York, New York, United States, United States
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JS
James Stern
Colleague at Morgan Stanley
Stuart, Florida, United States, United States
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ZH
Zsolt Holman
Colleague at Morgan Stanley
Budapest, Budapest, Hungary, Hungary
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PN
Priya Narayanan
Colleague at Morgan Stanley
Montreal, Quebec, Canada, Canada
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ML
Melissa Lari
Colleague at Morgan Stanley
West Palm Beach, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Sam Kerner, Cfa works for Morgan Stanley.
Sam Kerner, Cfa is listed as Financial Advisor at Morgan Stanley at Morgan Stanley.
AeroLeads has found 1 work email signal at @morganstanley.com for Sam Kerner, Cfa at Morgan Stanley.
Sam Kerner, Cfa is based in New York City Metropolitan Area, United States, United States while working with Morgan Stanley.
Sam Kerner, Cfa has worked for Morgan Stanley, Franklin Templeton Investments, and Mony Life Insurance Company.
Sam Kerner, Cfa's colleagues at Morgan Stanley include Marshall Shields, Steven Monteiro, Jay Westmoreland, Cfp®, Murdo Mackay, and Jason Burke.
You can use AeroLeads to view verified contact signals for Sam Kerner, Cfa at Morgan Stanley, including work email, phone, and LinkedIn data when available.
Sam Kerner, Cfa holds Chartered Financial Analyst (Cfa) from Cfa Institute.
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