Howard Perkins

Howard Perkins

Portfolio Manager-Equities at Morgan Stanley Smith Barney LLC (Investment Management)

Consumer Services
Finance

Profile

Mr. Edward H.
Perkins is a Managing Director of Wealth Management, Wealth Advisor & Senior Portfolio Management Director at Morgan Stanley Smith Barney LLC.
He has over 30 years of experience in finance and has been with the firm since 2009.
He focuses on creating customized wealth management strategies for clients with a particular emphasis on portfolio management.
He leverages his experience of having managed investments through many market cycles and having learned the importance of having a long-term outlook when constructing individualized portfolios.
Helping clients achieve their financial objectives and providing guidance through times of high volatility are his greatest strengths.
He began his career as Senior Vice President at Gilford Securities in 1984, before joining UBS as a Senior Vice President and Financial Advisor in 2003.
He received a B.A.
in English from the University of Colorado and earned a M.B.A.
in Finance from Indiana University.

Howard Perkins active positions

CompaniesPositionStart
Portfolio Manager-Equities 2009-07-31
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Training of Howard Perkins

The University of Colorado Undergraduate Degree
Indiana University Masters Business Admin

Experiences
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Private companies

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Connections

44

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3

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Private companies1

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