ADVISOR BIO

Michael Rudkin is a financial advisor with Morgan Stanley. Michael has been in the industry since 2005. Michael is registered to provide investment advice in 53 states and Washington, D.C., and is also registered as a Registered Representative in California and Texas. Michael has a wide range of experience and expertise in providing financial advice to individuals, businesses, and institutions. Prior to joining Morgan Stanley, Michael worked at CITIGROUP GLOBAL MARKETS INC. and WADDELL & REED, INC.

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ADVISOR BIO

Michael Angell is a financial advisor working at Aspiriant, LLC. Michael is registered as an Investment Advisor Representative in both California and Texas. Aspiriant, LLC is an investment advisory firm based in Los Angeles, CA. The firm is registered with the SEC and specializes in providing financial planning, portfolio management, and other advisory services. They work with a variety of client types including individuals, families, businesses, and institutions. Aspiriant, LLC has over $14 billion in assets under management.

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ADVISOR BIO

Michael Walker is an investment advisor representative with Morgan Stanley. Michael has been in the industry since August 2010. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, Series 65, Series 7, and SIE licenses. Michael is also registered in 53 states and the District of Columbia. Michael is also registered as an investment advisor representative in Texas and California. Michael specializes in investment clubs, insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Michael's firm is headquartered in Purchase, New York.

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ADVISOR BIO

Michael Joseph Ferguson is a financial advisor with over 14 years of experience in the industry. Michael is currently registered as an Investment Advisor Representative with Assetmark, Inc., where Michael has been employed since November 2018. Before Assetmark, Inc., Michael worked for Assetmark Brokerage, LLC. and Capital Brokerage Corporation in Virginia. Michael holds Series 6, 7, 63, and 66 licenses. Michael is currently registered to provide investment advice in Arizona.

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ADVISOR BIO

Michael Joshua Katz is a financial advisor at Morgan Stanley, a firm with over 335,000 clients and assets under management between $10 billion and $50 billion. Michael is registered as a broker and investment advisor representative in California and Colorado, and has been working in the industry since 2007. Michael holds a Series 7, Series 31, Series 66 and SIE licenses, reflecting experience in a range of investment areas. Before joining Morgan Stanley in 2009, Michael was a financial advisor at Citigroup Global Markets Inc.

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ADVISOR BIO

Michael McGee is a financial advisor at Morgan Stanley. Michael has been in the financial services industry since August 1993 and has been registered with Morgan Stanley since June 2009. Michael has experience providing a wide range of financial services including asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Prior to joining Morgan Stanley, Michael worked for firms including Citigroup Global Markets Inc., Robertson Stephens, Inc., BancAmerica Robertson Stephens, and GT Global, Inc.

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ADVISOR BIO

Michael G. Curry is a financial advisor with over 8 years of experience in the industry. Michael Curry is currently registered with Morgan Stanley and holds Series 66, Series 7 and SIE licenses. Michael Curry has a proven track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Michael Curry specializes in investment management, financial planning, and retirement planning. Michael Curry is committed to providing clients with personalized financial advice and guidance that helps them achieve their financial goals. Prior to joining Morgan Stanley, Michael Curry was a financial advisor at UBS Financial Services Inc. Michael Curry is a member of PIHRA West Los Angeles Chapter.

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ADVISOR BIO

Michael Curts is a financial advisor currently registered with Morgan Stanley. Michael is a Series 66 and 63 licensed advisor with over 17 years of experience in the financial industry. Michael began their career at Citigroup Global Markets Inc. and joined Morgan Stanley in 2009. They are based in the Menlo Park, CA office and is licensed to provide financial advice in over 40 states.

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ADVISOR BIO

Michael Benjamin Ufkes is a financial advisor registered with Morgan Stanley since May 2016. Michael Benjamin Ufkes has been in the industry since June 2015. Previously, Michael Benjamin Ufkes worked for UBS FINANCIAL SERVICES INC. Michael Benjamin Ufkes provides financial planning, portfolio management, and other advisory services for high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Michael Lam is an investment advisor representative with Morgan Stanley, located in Menlo Park, California. Michael has been in the financial services industry since March 14, 2008. Michael is registered with the state of California and Texas. Michael is also registered with FINRA. Prior to joining Morgan Stanley, Michael worked for UBS Financial Services Inc.

SPECIALIZATIONS