Steve is combining his long history in the financial markets with the full array of Morgan Stanley management capabilities to help individuals, families and businesses build financial plans to fit their goals. Previously, he traded, owned and managed an options equity trading firm at the Chicago Board Options Exchange. He has been involved in the financial markets since 1986 and holds Series 7 and 66 licenses.
The newest member of the Cohn Weisskopf Group at Morgan Stanley. Our 9 member team works together to develop a customized financial experience to deliver a small firm service with big firm resources.
Tactical Asset Allocations: Our investing philosophy is simple but sensible—we want to help maximize client's returns with the lowest level of risk possible. We will customize asset allocations for our clients.
Prudent Investment Selection:
We choose investments for our clients based on a thorough evaluation process—consisting of comprehensive research, an assessment of historical trends and risk-adjusted returns, and an analysis of mathematical models, among other factors.