Joseph Morandi

Background

About Joseph Morandi

I joined Morgan Stanley in 2012. I chose Morgan Stanley to help provide access to the vast resources and intellectual capital of the Firm. I was born in Brooklyn, grew up in Staten Island and have lived in Manhattan since 2003. My childhood has shaped my services model. My family arrived in the US at the turn of the century, from southern Italy, became entrepreneurs, out of necessity, since steady employment was hard to secure at that time. My father was a carpenter and my mother, a stay-at-home mom until I entered high school, at which point she took a job with NYC Department of Education. Working with my father as a child, taught me the importance of closely listening to clients to help fully understand their goals, concerns, vision, and desired outcomes. Sadly, my father died in my 20's and having never been exposed to wealth management or financial planning I learned firsthand the potential impact of both. This is why I decided to dedicate myself to wealth management. A few years into my career I realized a well-designed corporate retirement benefit program can help deliver what I’m most passionate about, at scale, potentially impacting thousands of lives. This led me to shift my focus to corporate retirement. I earned the designation of Corporate Retirement Director, Financial Wellness Director and earned the Qualified Plan Financial Consultant® credentials from the National Association of Plan Advisors (NAPA). Outside of work I enjoy learning about behavioral finance, and neuroscience with a focus on the neurobiology of peak performance and flow states. I’m casually learning how to speak proper Italian. I remain fascinated by childhood development and what makes kids my sons age tick. Most hobbies revolve around the activities that captivate my son’s interest at the moment and when I can, I’ll squeeze in a round or two of golf. Giving back has been a core value instilled in my early years and well aligned with one of our corporate core values of Giving Back. I’ve always been willing to lend a helping hand, most recently being appointed a trustee of my local Parish (for the third time in 15 years). I’ve served as trustee and treasurer of La Scuola d’Italia and served on the board of a transitional women’s shelter in Hells Kitchen NYC.