Stephen Ackerman Email & Phone Number

I began my career in the financial service industry in 1958 working on the floor of the New York Stock Echange. During my career I have primarily worked as an investment advisor concentrating on fixed income for high-net-worth individuals, institutions and foundations. In 1975, I co-founded a municipal bond firm and later joined Bear Stearns in 1984. During that time, I became a Senior Managing Director and formed a partnership with four colleagues that became the foundation for Sage Wealth Management at Morgan Stanley. In 2008 my partners and I joined Morgan Stanley as Senior Vice Presidents, Financial Advisors. I continue to concentrate on the fixed income market with a focus on high grade municipals. Yield curve analysis, economic conditions, market timing, and supply dictate my analysis. In return, these factors control yeild, quality and maturity. I work closely with each client and make recommendations based on their needs, circumstances and objectives. Areas of Focus: -Fixed Income-Portfolio Management -Municipal, Government and Agency Debt-Corporate, High Yeild and Emerging Market Debt