Core Portfolios Quarterly Commentary + Tax-Loss Harvesting

Webinar
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Summary

Join Morgan Stanley's Global Investment Office as they deep dive into the latest performance reviews and analyze current market trends.  Additional insights will also be shared on incorporating tax-loss harvesting into your portfolio.

Speaker

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.