Alternative Investments Director, Senior Portfolio Manager, & Financial Advisor at Morgan Stanley.
For more information, please visit my website.
NMLS#: 1290590
As markets enter what has historically been their toughest season, investors have a list of serious concerns. But overall, these risks already seem to be reflected in prices. https://t.co/B7k29cWzZz
Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here: https://t.co/8S9bSJ8zqT
While rising AI capex has weighed on internet and hyperscaler stocks, return on investment looks promising. Find out more in On the Markets. https://t.co/Rjf09dKDyE
Small-cap stocks have outperformed the S&P 500 this year—a testament to the breadth in the equity market. But the question now is, will the small-cap rally continue? We are skeptical. https://t.co/ngPDcdHDe0
Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://t.co/WfCOZEXNc3
It's with honor and tremendous gratitude to share that I've been promoted to Senior Vice President at Morgan Stanley. Thank you to my clients, team, and Morgan Stanley leadership for your ongoing support.
Morgan Stanley's 90-year legacy of excellence continues to inspire innovation and growth. Discover how our history shapes our forward-thinking approach:
https://t.co/0yNZOaoVJT
Celebrating 90 years isn't just about looking back—it's about looking forward. Excited for what's next, and proud to be part of a Firm that's always evolving. https://t.co/2oGmqjIZew
Ever wonder how executives can diversify holdings even during blackout periods? With new oversight in SEC rules, 10b5 1 plans are becoming essential. Our latest trends report breaks down adoption, governance shifts, and the operational implications. https://t.co/5bEgWJIonj
The One Big Beautiful Bill Act has been passed. Monica Guerra, head of US Policy for Wealth Management, and Daniel Kohen, US Policy Strategist, break down the legislation, its implications for deficits and markets, and what it could mean for investors. https://t.co/eo8ciuS4uU
The latest developments from Washington continue to unfold at a rapid pace. Join us Tuesday, July 22 as Morgan Stanley thought leaders discuss recent policy updates and what it might mean for investors. Register here: https://t.co/FQEmKz04yA
In uncertain markets, alternative investments may be useful. They can provide income, diversification and return potential. Let's connect to discuss if any strategies make sense for you. https://t.co/IeRmseJxEM
The latest tariff news has deeply shaken markets. What could it mean for your portfolio? Here's the latest insight from our Global Investment Office. https://t.co/DTA8t24PJV
Join Morgan Stanley and OpenAI on Monday, March 24 for a look at the state of AI, latest advancements and how that translates to real-world impact.
Register now: https://t.co/02J7dfOfor
Tax-loss harvesting is a tax-efficient investing strategy that can help reduce taxes from your investments year-round. Learn more here and let's connect to discuss. https://t.co/oRddZYqayK
You still have time to max out your IRA contributions for the 2024 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2025 tax deadline. Learn more here: https://t.co/YQE3lJeKoI