Keith Colonna

Senior Vice President, Senior Portfolio Management Director, Financial Advisor at Morgan Stanley

Role
Senior Vice President, Senior Portfolio Management Director, Financial Advisor Nmls# 1301236 at Morgan Stanley
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Keith Colonna

Keith began his financial career at Legg Mason Wood Walker in following an industrial career comprised of engineering, purchasing and metallurgy positions in the metals and packaging industries. Keith earned his BS in Mechanical Engineering in 1986 from Grove City College and is a registered Professional Engineer (inactive). He possesses Morgan Stanley\'s Portfolio Management Director and Financial Planning Specialist designations and is also a CERTIFIED FINANCIAL PLANNER™ Professional.Keith focuses upon equity & economics research, portfolio management, financial planning, and new business development. Within his practice, Keith particularly focuses on retirement income planning for professionals and corporate executives.Keith and his family reside in Cranberry Township, PA. Keith is active in his church, is a past board member of The CHAMBER of Commerce Inc, and is Board President for Glade Run Lutheran Services, a United Way agency serving abused and at-risk children, youth, and adults.

Experience

  1. Senior Vice President, Senior Portfolio Management Director, Financial Advisor Nmls# 1301236

    Morgan Stanley

    Jul 2000 — Present · Sewickley, PA, US

    2025Morgan 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: more information on the designation(s), go to https://fa.morganstanley.com/carusocolonnagroup/index.htmNMLS#: 13•••36

Education

  • Grove City College

    Bachelor of Science, Mechanical Engineering

    1982 — 1986

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Keith Colonna — Senior Vice President, Senior Portfolio Management Director, Financial Advisor Nmls# 1301236 at Morgan Stanley in Pittsburgh, PA, US | Unifers