Andrew Goodale
Managing Director | Institutional Portfolio Manager, Broad Markets Fixed Income | Active Multi-Sector IG Strategies | ETFs | Direct Indexing SMAs
- Role
- Managing Director Institutional Portfolio Manager Broad Markets Fixed Income at Morgan Stanley
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Andrew Goodale
Motivated, action-oriented investment professional with a 25+ year career showcased by achievements in communicating complex investment strategies to a wide variety of investors, building new investment products, resolving difficult client issues and driving business to the firm. Expert knowledge of fixed income investments in mutual funds, ETFs, commingled vehicles and separate accounts using both active and passive management. Effective team builder, business manager and innovative leader; international speaker; published author. Holds Series 7 and 63 licenses.
Experience
Managing Director Institutional Portfolio Manager Broad Markets Fixed Income
Jan 2022 — Present · Boston, MA, US
My areas of responsibility include Morgan Stanley Investment Management\'s multi-sector taxable investment grade fixed income institutional strategies, ETFs and mutual funds managed by the Broad Markets team.MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC. Mutual funds are distributed by Eaton Vance Distributors, Inc. & Morgan Stanley Distribution, Inc. ETFs are Distributed by Foreside Fund Services, LLC.All posts and messages are subject to the following terms, including our Privacy Pledge, which can be found under the Contact Information section, above.Individuals may only transact business in states where [he/she] is registered or excluded or exempted from registration. To check the background of this investment professional on FINRA\'s BrokerCheck please follow the link, found under the Contact Information section, above.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT
Education
Syracuse University - Maxwell School
Master of Public Administration (MPA)
1991 — 1992
Castleton University
Bachelor of Arts (B.A.), American History (United States)
1988 — 1991
Skills
- Credit
- Financial Modeling
- Derivatives
- Financial Analysis
- Portfolio Management
- Investment Management
- Equities
- Emerging Markets
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Private Equity
- Investments
- Financial Advisory
- Series 63
- Due Diligence
- Hedge Funds
- Asset Allocation
- Mutual Funds
- Risk Management
- Wealth Management
- Bonds
- Strategic Financial Planning
- Asset Managment
- Equity Research
- Options
- Credit Analysis
- Financial Services
- Structured Products
- Financial Risk
- Asset Management
- Finra
- Corporate Finance
- Valuation
- Relationship Management
- Etfs
- Investor Relations
- Credit Risk
- Fx Options
- Capital Markets
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