Core Portfolios Quarterly Commentary and Tax-Loss Harvesting with Morgan Stanley
Morgan Stanley's Global Investment Office analyzes market trends and impact on Core Portfolios, and discusses strategies and tools for tax-loss harvesting.
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.