Steven Duryee, Cfp®

Steven Duryee, Cfp® Email and Phone Number

Vice President, Portfolio Management Associate with The Continuum Group at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Steven Duryee, Cfp®'s Location
New York City Metropolitan Area, United States
Steven Duryee, Cfp®'s Contact Details

Steven Duryee, Cfp® work email

Steven Duryee, Cfp® personal email

n/a
About Steven Duryee, Cfp®

Steven Duryee, Cfp® is a Vice President, Portfolio Management Associate with The Continuum Group at Morgan Stanley at Morgan Stanley. He possess expertise in alternative investments, series 63, fixed income, sales, portfolio management and 19 more skills. He is proficient in Spanish.

Steven Duryee, Cfp®'s Current Company Details
Morgan Stanley

Morgan Stanley

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Vice President, Portfolio Management Associate with The Continuum Group at Morgan Stanley
new york, new york, united states
Employees:
78669
Steven Duryee, Cfp® Work Experience Details
  • Morgan Stanley
    Vice President, Portfolio Management Associate
    Morgan Stanley Oct 2006 - Present
    New York, New York
    ©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.htmlMorgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.For more information on the designation(s), go to: https://advisor.morganstanley.com/the-continuum-group

Steven Duryee, Cfp® Skills

Alternative Investments Series 63 Fixed Income Sales Portfolio Management Financial Modeling Capital Markets Sales Operations Investments Bloomberg Strategic Planning Strategy Financial Services Equities Mutual Funds Risk Management Asset Management Financial Analysis Business Strategy Management Due Diligence Series 7 Securities Hedge Funds

Steven Duryee, Cfp® Education Details

  • Stetson University
    Stetson University
    Bba Finance
  • Berkshire School
    Berkshire School

Frequently Asked Questions about Steven Duryee, Cfp®

What company does Steven Duryee, Cfp® work for?

Steven Duryee, Cfp® works for Morgan Stanley

What is Steven Duryee, Cfp®'s role at the current company?

Steven Duryee, Cfp®'s current role is Vice President, Portfolio Management Associate with The Continuum Group at Morgan Stanley.

What is Steven Duryee, Cfp®'s email address?

Steven Duryee, Cfp®'s email address is st****@****ley.com

What schools did Steven Duryee, Cfp® attend?

Steven Duryee, Cfp® attended Stetson University, Berkshire School.

What skills is Steven Duryee, Cfp® known for?

Steven Duryee, Cfp® has skills like Alternative Investments, Series 63, Fixed Income, Sales, Portfolio Management, Financial Modeling, Capital Markets, Sales Operations, Investments, Bloomberg, Strategic Planning, Strategy.

Who are Steven Duryee, Cfp®'s colleagues?

Steven Duryee, Cfp®'s colleagues are Dann Sokol, Ross Wallace, Jillian Alvares, Aniket Arora, Clara May Enders, Kyle Nelson, Terron D. Dawson.

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