Boris Voroba

About Boris Voroba

A dynamic team of experienced investing, wealth planning and client service professionals, we work with a global clientele of affluent families, individuals and select institutions. Our clients include investment fund principals, asset management professionals, highly motivated founders of rapidly growing enterprises, and successful innovators across a diverse range of industries. Most have created significant wealth at a relatively early age, and now face complex challenges that call for highly customized investment strategies coupled with advanced planning and structuring solutions. Most importantly, they need experienced Advisors who can help them make timely, well-informed decisions, and who can assemble whatever resources and experienced professionals are required to put those decisions into action. Boris graduated from Long Island University with a B.S. in business management, and a concentration in economics. He went on to earn his Certified Portfolio Manager (CPM®) designation through Columbia University. Boris also holds an internal designation as an Insurance Planning Director. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.

Experience

1. Vice President, Financial Advisor

   Morgan Stanley

   May 2015 — Present · New York, NY, US

   Boris Voroba brings 24 years of experience as financial analyst, fixed-income trader and wealth advisor to the service of the team’s clients. Working to develop a robust understanding of each client’s specific needs and goals. Boris crafts highly customized wealth plans inclusive of their investment, estate planning, insurance and other requirements. His results-driven approach to helping clients achieve their financial objectives has helped him build trusting relationships that span multiple generations.Boris began his career in the financial markets as a trader at Oppenheimer Funds on their global fixed-income desk. He quickly became an integral part of a large team that managed $21 billion in institutional assets, investing in both developed and emerging markets. Boris further honed his financial acumen by moving to sales and trading, working on the Latin American desks for Santander Bank and then Standard Chartered Bank. In 2018, he turned his full attentions to addressing the complex financial needs of affluent families and individual, joined The Lucidity Group at Morgan Stanley.©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS#: 14•••36

Education

• Long Island University

  BS, Management & Economics

• Columbia University, IEOR

  ACPM Certified Portfolio Manager