Morgan Stanley announced today that Matthew T.S. McFadden, a Senior Vice President and Financial Advisor in the Firm’s Columbia, S.C. office has earned the Certified Portfolio Manager (CPM®) designation from the Academy of Certified Portfolio Managers (ACPM), by completing the CPM® program.
Mr. McFadden earned the CPM® designation after completing extensive coursework and examination, followed by a five-day seminar at Columbia University, which included sessions with internationally recognized professors. The CPM® curriculum involves in-depth study of fundamental analysis, option valuation, foreign currency exchange, credit default swap structure and valuation analysis, and asset allocation.
Working with Consulting Group, the investment advisory arm of Morgan Stanley Wealth Management, which provides access to a range of investment strategies and services, financial advisors develop and manage portfolios personalized to suit the specific needs of their clients. The group was founded on principles of asset allocation and diversification and focuses on meeting unique investment goals, needs and qualifications of investors.
Morgan Stanley Wealth Management
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
The Academy of Certified Portfolio Managers (ACPM) is an independent organization that creates and manages a program of excellence for training discretionary portfolio managers. The collaborative and continuous learning experience between ACPM and its partnership with Columbia University enables portfolio managers to achieve a higher level of expertise in multiple facets in an ever-changing and dynamic global economy.