Verified recordFinancial Services

Steven Goodwin

Senior Portfolio Management Director, Financial Advisor at Morgan Stanley

Based in Chicago, United States

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Seniority

Director

Department

Finance & Accounting

Location

Chicago

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

s•••••••@morganstanley.com

Phone

5 credits

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Background

About Steven Goodwin

Steven R. Goodwin is a Sr. Vice President and Portfolio Management Director at Morgan Stanley in their Wealth Management Division since 2008 and originally joined the firm from Bear, Stearns & Co. in Prior to his portfolio management duties at Bear Stearns, Goodwin worked as a financial advisor with UBS Paine Webber in Chicago, developing wealth management strategies for the firm’s high net-worth client group and establishing retirement plans for small- and mid-sized companies. In his current position with Morgan Stanley, Goodwin is a portfolio management director and senior vice president, overseeing portfolios and the wealth management needs for private clients, foundations and family offices.

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