Robert F. Knorr
Gestionnaire de Portefeuille-Actions chez Morgan Stanley Smith Barney LLC (Investment Management)
Profil
Mr. Robert F.
Knorr is an Executive Director, Private Wealth Advisor, Family Wealth Director & Portfolio Management Director at Morgan Stanley Smith Barney LLC.
He works directly with Morgan Stanley equity research and various external partners to construct discretionary global equity portfolios consisting of exchange traded funds, individual stocks, and mutual funds.
Mr. Knorr also works closely with a Morgan Stanley private banker to provide access to lending solutions to both private and corporate clients.
In this capacity, he helps build and manage customized values based portfolios for high net worth families, foundations, and corporations.
His team works with wealthy families on multi-dimensional estate planning strategies including inter-generation wealth transfer and philanthropy with a focus on comprehensive financial planning.
Prior to working with Morgan Stanley, he was a Senior Securities Compliance Examiner with the U.S.
Securities and Exchange Commission.
Mr. Knorr graduated magna cum laude from Montclair State University with a BS in Economics and Finance, and he holds his MBA in Finance from Rutgers University’s Graduate School of Management.
Postes actifs de Robert F. Knorr
Sociétés | Poste | Début |
---|---|---|
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Gestionnaire de Portefeuille-Actions | 01/05/2012 |
Anciens postes connus de Robert F. Knorr
Sociétés | Poste | Fin |
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MORGAN STANLEY | Corporate Officer/Principal | - |
US Securities & Exchange Commission | Corporate Officer/Principal | - |
UBS Americas, Inc.
UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Corporate Officer/Principal | - |
Formation de Robert F. Knorr
Montclair State University | Undergraduate Degree |
Rutgers State University of New Jersey | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
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MORGAN STANLEY | Finance |
Entreprise privées | 3 |
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UBS Americas, Inc.
UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Finance |
US Securities & Exchange Commission | Finance |
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Finance |