Steven Robert Goodwin
Portefeuillebeheerder-Aandelen bij Morgan Stanley Smith Barney LLC (Investment Management)
Profiel
Mr. Steven R.
Goodwin is a Senior Vice President, Financial Advisor & Senior Portfolio Manager at Morgan Stanley Smith Barney LLC.
Mr. Goodwin is also the Portfolio Management Director at Morgan Stanley in their Wealth Management Division and originally joined the firm from Bear, Stearns & Co. He oversees portfolios and the wealth management needs for private clients, foundations and family offices.
Prior to his portfolio management duties at Bear Stearns, he worked as a financial advisor with UBS Paine Webber in Chicago, developing wealth management strategies for the firm’s high net-worth client group and establishing retirement plans for small- and mid-sized companies.
He received political science and history from the University of Oregon.
Actieve functies van Steven Robert Goodwin
| 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 | 01-06-2009 |
Opleiding van Steven Robert Goodwin
| University of Oregon | Undergraduate Degree |
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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 |
