Howard Perkins
Portefeuillebeheerder-Aandelen bij Morgan Stanley Smith Barney LLC (Investment Management)
Profiel
Mr. Edward H.
Perkins is a Managing Director of Wealth Management, Wealth Advisor & Senior Portfolio Management Director at Morgan Stanley Smith Barney LLC.
He has over 30 years of experience in finance and has been with the firm since 2009.
He focuses on creating customized wealth management strategies for clients with a particular emphasis on portfolio management.
He leverages his experience of having managed investments through many market cycles and having learned the importance of having a long-term outlook when constructing individualized portfolios.
Helping clients achieve their financial objectives and providing guidance through times of high volatility are his greatest strengths.
He began his career as Senior Vice President at Gilford Securities in 1984, before joining UBS as a Senior Vice President and Financial Advisor in 2003.
He received a B.A.
in English from the University of Colorado and earned a M.B.A.
in Finance from Indiana University.
Actieve functies van Howard Perkins
| Bedrijven | Functie | Begin |
|---|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Portefeuillebeheerder-Aandelen | 01-08-2009 |
Opleiding van Howard Perkins
| The University of Colorado | Undergraduate Degree |
| Indiana University | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Finance |
