Stephen Clarke
President, U.S. Charitable Gift Trust
- Role
- Managing Director at Morgan Stanley
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Stephen Clarke
Experienced President with a demonstrated history of success in the financial services…
Experience
Managing Director
Jan 2022 — Present · Boston, MA, US
MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC. Mutual funds are distributed by Eaton Vance Distributors, Inc. & Morgan Stanley Distribution, Inc. ETFs are Distributed by Foreside Fund Services, LLCAll posts and messages are subject to the following terms, including our Privacy Pledge, which can be found under the Contact Information section, above.Individuals may only transact business in states where [he/she] is registered or excluded or exempted from registration. To check the background of this investment professional on FINRA\'s BrokerCheck please follow the link, found under the Contact Information section, above.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT
Education
University of Massachusetts Amherst
BA, Economics
1982 — 1986
The Wharton School
MBA, Finance & Strategic Planning
1991 — 1993
USC Marshall School of Business
Certificate in Advanced Accounting
1993 — 1993
Skills
- Asset Management
- Securities
- Financial Services
- Investments
- Mutual Funds
- Alternative Investments
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