Brian Kauffman

Portfolio Associate

Role: Portfolio Associate at Morgan Stanley
Location: Fairfield, CT, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Brian Kauffman

Senior Sales Leader with track record in customer acquisition and retention, key client…

Experience

Portfolio Associate
Morgan Stanley
Mar 2023 — Present · Fairfield, CT, US

Education

Bucknell University
Bachelor's Degree, Business
1995 — 1999

Skills

Wealth Management
Asset Management
Portfolio Management
Hedge Funds
Equities
Financial Markets
Series 63
Bloomberg
Investments
Securities
Capital Markets
Series 7
Bloomberg Terminal
Options
Fixed Income
Asset Allocation
Mutual Funds
Investment Strategies
Alternative Investments
Asset Managment
Bonds

Contact information

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Work email
•••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••74

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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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