Robert Garcia
Managing Director - Head of Portfolio Construction and Strategy -Morgan Stanley Portfolio Solutions for Morgan Stanley Wealth Management
- Role
- Managing Director at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Robert Garcia
Head of Morgan Stanley Pathway Funds and responsible for investment solutions and content…
Experience
Managing Director
Jan 2024 — Present · New York, NY, US
Responsible for Portfolio Construction and strategy for Morgan Stanley Wealth Management model portfolio solutions.
Education
Hofstra University
B.B.A, Finance
2002 — 2005
Skills
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Asset Management
- Private Wealth Management
- Trading Strategies
- Bloomberg
- Series 7
- Portfolio Management
- Global Macro
- Institutional
- Client Service
- Stocks
- Equity Trading
- Financial Markets
- Client Services
- Trading
- Wealth Management Services
- Financial Advisory
- Uniform Combined State Law
- Emerging Markets
- Trading Systems
- Finra
- Investments
- Institutional Investments
- Etfs
- Wealth Management
- Managed Accounts
- Investment Advisory
- Series 66
- Asset
- Securities
- Asset Allocation
- Mutual Funds
- Hedge Funds
- Bonds
- Commodity
- Fixed Income
- Investment Products
- Equities
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