Michael Agafonov
Private Wealth Management Intern at Morgan Stanley | Binghamton University Undergraduate Student
- Role
- Private Wealth Management Intern at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Michael Agafonov
I am a sophomore transfer student at Binghamton University’s Harpur School of Arts and Sciences, majoring in Financial Economics. I began my academic journey as a Finance major at Bryant University, where I built a strong foundation and developed a passion for finance and wealth management.I am driven to expand my knowledge in investment strategy, portfolio management, and financial analysis, with the goal of pursuing a career where I can combine analytical skills with client-focused solutions. My academic experiences have strengthened my dedication and curiosity, and I look forward to continuing to grow as I pursue opportunities in the finance industry.
Experience
Private Wealth Management Intern
Nov 2025 — Present · New York, NY, US
Assisted in executing high-volume year-end client activity for 100+ accounts, including Roth IRA, 529, DAF contributions, and securities based lending submissions, ensuring accurate documentation and timely processing- Analyzed prospective multi-million dollar client accounts and contributed recommendations during team meetings on portfolio considerations, client needs, and service strategy to support relationship management and onboarding decisions
Education
Bryant University
Finance and Financial Management Services
Binghamton University
Financial Economics
Northport Senior High School
High School Diploma
2020 — 2024
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.