Verified recordFinancial Services

Steven Trinkala

Senior Vice President - Wealth Management Financial Advisor at Morgan Stanley

Based in Pittsburgh, United States

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Seniority

Vp

Department

General Business & Management

Location

Pittsburgh

Industry

Financial Services

Company size

100K

Contact information

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Email

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s•••••••@morganstanley.com

Phone

5 credits

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Background

About Steven Trinkala

As a licensed investment professional since 1995, Steve has focused his talents on serving the investment needs of high and ultra-high net worth clients and their businesses. He focuses on alternative investments, hedging portfolio strategies, and new business-planning development. Steve is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to clients’ goals, values, aspirations and concerns; based on this input, Steve then works attentively to help them in achieving their financial objectives. As an alumnus of Indiana University of Pennsylvania with a Bachelor of Science degree in Accounting, Steve completed the Certified Investment Management Consultant℠ (CIMC®) program and the UBS Wealth Management Education Program. Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

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