Stephen Mayrose, CFA, CFP
Stephen Mayrose, CFA, CFP, is a Financial Advisor and Portfolio Manager with Morgan Stanley Wealth Management. Upon graduation from the University of Delaware in 1998, he began his career in the financial services industry with PaineWebber, which ultimately became UBS Financial Services. He joined Morgan Stanley in November of 2013, seeking to leverage the firm’s extensive scope in wealth management, particularly in the alternative investment space. Steve’s focus is on building a comprehensive and unique financial plan for each client, and working with them through the inevitable changes in their own lives, as well as changes in the economic, market, and political landscapes. He attained his CFA Charter in 2010, which helps him to collaborate directly with strategists and analysts within Morgan Stanley, as well as the firm’s external partners. Steve is a member of the CFA Society New York, where he currently serves as Chair of the Private Wealth Management Group. He holds FINRA Series 7 and 66 licenses, as well as life and health insurance licenses. Steve and his wife, Colleen, reside in Colts Neck, New Jersey, with their three children.
The first in a continuing series entitled “Women & Wealth,” where we welcome successful women from across the finance industry to share their unique experience and perspective. As Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley, Carla Harris has built a reputation as a popular public speaker who gives impactful career guidance to corporate audiences. She will be joined by Denise Shull, MA, who leverages her training in psychological science to solve the challenges of mental mistakes, confidence crises, and slumps in Olympic athletes, Wall Street traders, and corporate warriors.