Core Portfolios Quarterly Commentary and 2024 Strategic Asset Allocation Update with Morgan Stanley

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The investing landscape continues to evolve in 2024. We will provide market commentary, positioning insights, and address notable portfolio allocation changes within this shifting market environment.


Andrew Nania, CFA
Vice President, Morgan Stanley WM Global Investment Office

Andrew Nania is a Vice President in the Morgan Stanley Wealth Management Global Investment Office and an investment strategist for Morgan Stanley Smith Barney LLC. Prior to joining the Firm in 2014, he was a Private Client Banker at JPMorgan Chase, where he was responsible for working with high-net-worth households on banking and investing. Andrew is a graduate of Amherst College where he received his Bachelor of Arts (B.A.) in religion and political science and is a Chartered Financial Analyst (CFA®) charterholder and member of the CFA Institute and CFA Society New York.