Top Advisor Spotlight: Ira Walker, UBS Private Wealth Management [Forbes]
Morgan Stanley (MS)
Last morgan stanley earnings: 4/16 07:15 am
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Source: Forbes
Ira Walker, Managing Director, Senior Portfolio Manager, UBSIra Walker is a managing director and senior portfolio manager with Walker at UBS. The Red Bank, New Jersey-based team manages $1 billion in custodied assets. He was named both a Top Wealth and Best-In-State Wealth this year.Wealth management was a second career for Walker after starting his career in real estate. His interest was originally piqued by a conversation at a party in 1985 about the direction of markets. Later that year he joined Shearson Lehman Brothers where he spent a couple of years before a two-decade stint at Morgan Stanley followed by UBS where he has been for the last dozen years.Coaching Clients through Covid-19:Walker said that when the Covid-19 pandemic hit in March, it was preceded by two months that were among the best he has seen in his time in the industry. This quick and severe change in direction of the markets shocked most clients with a steep decline in a short period of time.Recommended For
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- Morgan Stanley Wealth Management Pulse Survey Reveals Bullish Sentiment Despite Drop in OptimismBusiness Wire
MS
Earnings
- 4/16/24 - Beat
MS
Sec Filings
- 4/18/24 - Form 424B2
- 4/18/24 - Form FWP
- 4/18/24 - Form 144
- MS's page on the SEC website