Mark Wolkstein
Portfolio Manager, Financial Advisor at Morgan Stanley
- Role
- Portfolio Manager, Financial Advisor at Morgan Stanley
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Mark Wolkstein
Financial Advisor to businesses and private clients, with prior executive and…
Experience
Portfolio Manager, Financial Advisor
Jan 2019 — Present · Los Angeles, CA, US
Business Planning • Cash Management & Lending • FX Spot, Futures & Forwards Hedging • 401k / Defined Benefit Plan Setup, Comparison, Optimization • ESOP & Stock Plan Services • Succession Planning • Individual & Family Planning • Cash Management & Lending • Portfolio Design and Risk Analysis • Retirement Accounts • Trust Accounts & Asset Preservation • Tax Management Strategies & Asset Preservation Focused Management StyleNMLS#: 18•••64©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms:
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance & Strategy
1999 — 2001
Skidmore College
B.A., Economics, Asian Studies
1991 — 1995
Skills
- Management
- Bloomberg
- Trading
- Portfolio Management
- Competitive Analysis
- Equities
- Financial Modeling
- Series 7
- Investments
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