Jeffrey Curio

Jeffrey Curio

Certified Private Wealth Advisor®, Senior Vice President-Wealth Management, Senior Portfolio Manager | Chicago, Illinois, United States

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Work Experience

Morgan Stanley

Certified Private Wealth Advisor®, Senior Vice President-Wealth Management, Senior Portfolio Manager

2022-09-01 — Present

UBS Financial Services, Inc.

CPWA®, Senior Vice President - Wealth Management, Senior Portfolio Manager

2012-01-01 — 2022-09-01

Morgan Stanley

CPWA®, First Vice President, Portfolio Manager, Financial Advisor

2005-01-01 — 2012-01-01

Wachovia Securities

Vice President/ Financial Advisor

2000-03-01 — 2005-01-01

Olde Discount

Financial Advisor

1994-01-01 — 2000-03-01

Skills

wealth management investment banking investment management sales trading private wealth management prime brokerage research sales amp trading institutional consulting

Languages

No languages available.