Joseph V. Portera
Private Banker
Alex Cena, CIMA®
Senior Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(972) 450-6638(972) 450-6638
Toll-Free:
(800) 999-1942(800) 999-1942
My Mission Statement
Making Money Decisions Easier by Helping to Simplify Your Financial Life
About Me
Time is one of our most valuable resources. When it’s gone, we can never get it back.
One of the greatest joys I get as a financial advisor is helping clients enjoy more of their time by making their financial situations easier. I enjoy the challenge of complex situations and my client’s goals, while providing a straightforward plan they can understand and is completely transparent.
I speak from experience. As a former Wall Street Equity Research Analyst, I spent close to 200 days per year visiting clients around the globe. The pace was hectic; and it took a heavy toll on my family. I didn't feel in control of my own life. I began re-gaining some of that control by employing advisors to help manage my financial life, which ended up being a great decision.
My prior experience drives my passion to help busy professionals regain control of their own financial life. Wealth management goes a lot deeper than what investments to own in order to build, grow and preserve wealth. It includes assets, liabilities and doing those things that bring you happiness. And being part of that process with you brings me great satisfaction.
I earned my undergraduate business degree from Loyola University of Chicago and my MBA from Southern Methodist University in Dallas TX. In addition, I serve on the board of the Retina Foundation of the Southwest whose mission is dedicated to preventing vision loss and restoring sight through innovative research and treatment. I also serve as an officer with the Rotary Club of McKinney.
My wife and I are empty nesters in McKinney TX where we live with our two cats and two dogs. Our twin boys, who are now self-sufficient, also live in the area. In our spare time, you may find us somewhere outdoors, hiking, hunting, fishing or more than likely sailing on Lake Texoma.
Now that you know a little about me, I welcome the opportunity to learn more about you as well as consult with you on how I can help with your financial health.
One of the greatest joys I get as a financial advisor is helping clients enjoy more of their time by making their financial situations easier. I enjoy the challenge of complex situations and my client’s goals, while providing a straightforward plan they can understand and is completely transparent.
I speak from experience. As a former Wall Street Equity Research Analyst, I spent close to 200 days per year visiting clients around the globe. The pace was hectic; and it took a heavy toll on my family. I didn't feel in control of my own life. I began re-gaining some of that control by employing advisors to help manage my financial life, which ended up being a great decision.
My prior experience drives my passion to help busy professionals regain control of their own financial life. Wealth management goes a lot deeper than what investments to own in order to build, grow and preserve wealth. It includes assets, liabilities and doing those things that bring you happiness. And being part of that process with you brings me great satisfaction.
I earned my undergraduate business degree from Loyola University of Chicago and my MBA from Southern Methodist University in Dallas TX. In addition, I serve on the board of the Retina Foundation of the Southwest whose mission is dedicated to preventing vision loss and restoring sight through innovative research and treatment. I also serve as an officer with the Rotary Club of McKinney.
My wife and I are empty nesters in McKinney TX where we live with our two cats and two dogs. Our twin boys, who are now self-sufficient, also live in the area. In our spare time, you may find us somewhere outdoors, hiking, hunting, fishing or more than likely sailing on Lake Texoma.
Now that you know a little about me, I welcome the opportunity to learn more about you as well as consult with you on how I can help with your financial health.
Securities Agent: AZ, AR, IN, MS, CO, CA, LA, AK, HI, CT, TX, PA, NV, ME, KY, OH, NM, MD, IA, GA, WA, VA, NJ, MI, NE, WI, TN, RI, NY, NC, MT, DC, WY, OK, MO, MN, MA, KS, IL, FL, SC, OR, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1625861
CA Insurance License #: OM27577
NMLS#: 1625861
CA Insurance License #: OM27577
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
Citi
Managing Director, Senior Technology Analyst - Telecommunications Equipment
New York, NY
Bear Stearns & Co, Inc.
Managing Director, Senior Technology Analyst - Telecommunications Equipment
New York, NY
Lehman Brothers
Vice President, Senior Technology Analyst - Telecommunications Equipment
New York, NY
Managing Director, Senior Technology Analyst - Telecommunications Equipment
New York, NY
Bear Stearns & Co, Inc.
Managing Director, Senior Technology Analyst - Telecommunications Equipment
New York, NY
Lehman Brothers
Vice President, Senior Technology Analyst - Telecommunications Equipment
New York, NY
Education
- Southern Methodist University, MBA
- Loyola University of Chicago, BBA
- Loyola Academy Preparatory School
More About Me
I'm Alex Cena, a financial advisor with Morgan Stanley. I've worked at some of the largest global investment banks on Wall Street including Lehman Brothers as well as Bear Stearns and Citi as a Managing Director and sell-side equity research analyst.
Since first obtaining my securities license in 1989, I’ve gained valuable insights from witnessing numerous market cycles. As a thought and strategic leader, I spoke and answered questions from thousands of participants during trade shows and conferences throughout the world. The audience typically are investment banks, institutional sales, traders, clients, market strategists, and corporate executives from companies ranging from startups to the largest multi-national companies.
My experience advising sophisticated institutional investors around the world on stock selection for their portfolios as well as helping CEOs and CFOs finance their company’s growth prospects through the capital markets provide High Net-Worth Families a different perspective.
From Wall Street to Main Street
I now leverage my Wall Street experience on behalf of Private Clients. Wealth management is very personal where trust and confidence is critical to the decision-making process. I dedicate my capital markets experience, intellectual capital and personal service to help families achieve their financial goals. Specifically, I combine Morgan Stanley's investment management products and services with my financial experience to offer solutions for every client.
I earned my undergraduate business degree from Loyola University of Chicago and my MBA from Southern Methodist University in Dallas TX. In addition, I serve on the board of the Retina Foundation of the Southwest whose mission is dedicated to preventing vision loss and restoring sight through innovative research and treatment. My wife and I have two wonderful boys, two cats and two dogs where we reside in McKinney TX.
Now that you know a little about me, I welcome the opportunity to learn more about you as well as consult with you to show how I can add value to your wealth management process or help you navigate changes in your life.
Since first obtaining my securities license in 1989, I’ve gained valuable insights from witnessing numerous market cycles. As a thought and strategic leader, I spoke and answered questions from thousands of participants during trade shows and conferences throughout the world. The audience typically are investment banks, institutional sales, traders, clients, market strategists, and corporate executives from companies ranging from startups to the largest multi-national companies.
My experience advising sophisticated institutional investors around the world on stock selection for their portfolios as well as helping CEOs and CFOs finance their company’s growth prospects through the capital markets provide High Net-Worth Families a different perspective.
From Wall Street to Main Street
I now leverage my Wall Street experience on behalf of Private Clients. Wealth management is very personal where trust and confidence is critical to the decision-making process. I dedicate my capital markets experience, intellectual capital and personal service to help families achieve their financial goals. Specifically, I combine Morgan Stanley's investment management products and services with my financial experience to offer solutions for every client.
I earned my undergraduate business degree from Loyola University of Chicago and my MBA from Southern Methodist University in Dallas TX. In addition, I serve on the board of the Retina Foundation of the Southwest whose mission is dedicated to preventing vision loss and restoring sight through innovative research and treatment. My wife and I have two wonderful boys, two cats and two dogs where we reside in McKinney TX.
Now that you know a little about me, I welcome the opportunity to learn more about you as well as consult with you to show how I can add value to your wealth management process or help you navigate changes in your life.
Location
5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Direct:
(972) 450-6638(972) 450-6638
Toll-Free:
(800) 999-1942(800) 999-1942
Fax:
(972) 450-6650(972) 450-6650
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Joseph V. Portera
Joseph Portera is a Private Banker serving Morgan Stanley Wealth Management offices in Michigan.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Joseph began his career in financial services in 2002 and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Commercial Lender and Market Director at JPMorgan Chase.
Joseph is a graduate of the Haworth College of Business at Western Michigan University where he received a Bachelor of Business Administration in Finance, and Keller Graduate School of Business where he received a Master’s in Business Administration in Finance & Accounting.
Joseph and his family currently reside in Grosse Pointe, Michigan. Outside of the office, he enjoys martial arts, skiing, tennis, and spending time with his family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Joseph began his career in financial services in 2002 and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Commercial Lender and Market Director at JPMorgan Chase.
Joseph is a graduate of the Haworth College of Business at Western Michigan University where he received a Bachelor of Business Administration in Finance, and Keller Graduate School of Business where he received a Master’s in Business Administration in Finance & Accounting.
Joseph and his family currently reside in Grosse Pointe, Michigan. Outside of the office, he enjoys martial arts, skiing, tennis, and spending time with his family.
NMLS#: 1260889
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Alex Cena today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
