James Dorsa
- Role
- Vice President - Portfolio Management Associate Director at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Vice President - Portfolio Management Associate Director
Jan 2021 — Present · New York, NY, US
Working as the Portfolio Management Associate Director for a top producing Financial Advisor team. Conduct Investment Analysis and Manager Due Diligence on all current and potential Investments. Assist with the Portfolio Construction, Trading and ongoing Due Diligence of our Investment Strategies and client account base. Work independently to enhance and scale our existing Investment Management service model. Work closely with the lead FA to build Investment Proposals for all current and prospective clients.
Education
Rutgers University
Bachelor's degree, Journalism and Media
2006 — 2010
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