Edward Kwiatkowski

Background

About Edward Kwiatkowski

Edward Kwiatkowski is a Vice President, Senior Portfolio Manager and Financial Advisor at Morgan Stanley in Westport, Connecticut. He has been with the firm since 2012 and has over 20 years of experience in Wealth Management. In addition to investment management, Ed focuses on retirement and estate planning strategies, insurance planning review, and annuities. Ed has a Bachelor of Science degree in Finance from Pennsylvania State University, MBA in Finance from Pace University, and is a Certified Financial Planner ™ practitioner. Prior to Morgan Stanley, Ed worked at UBS as a Vice President, Financial Advisor. Before going into Wealth Management, Ed worked at Ultramar Inc. as Treasurer and Director of Financial Planning where he had a key role in the IPO of the company as well as in corporate finance, banking relationships, and capital project evaluation and approval. Ed’s extensive and varied financial experience helps him provide wealth management guidance to his Morgan Stanley clients. At Penn State, Ed was a member of e Sigma Chi Fraternity and served as Rush Chairman and Treasurer. Ed has lived at his home in New Canaan, CT since 1993 where he and his wife Kathy raised two children, Brendan and Stephanie. He is a member of The Shore and Country Club and has served on the Board of Governors as President, Treasurer, and Marina Representative. Ed enjoys boating, cycling, and skiing. NMLS#: 1395657