
Timeline
About me
Senior Vice President-Financial Advisor at Morgan Stanley
Education

Depauw university
1987 - 1991B. a. economicsActivities and Societies: Phi Kappa Psi Fraternity

Wharton executive education
2008 - 2009Certified investment management associate finance
Experience

Morgan stanley
Jan 1995 - nowSenior vice president-wealth management financial advisor"© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://www.morganstanleyfa.com/cmatthew.fox/. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html."The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Show less
Licenses & Certifications

Certified investment management analyst®
Imvestment management consultants association 2008Jul 2008
Certified financial planner™
Certified financial planner board of standardsSept 2003
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