Joseph Stewart joined Morgan Stanley in 2015. His clients include wealthy families as well as foundations and endowments. Joseph focuses on understanding his clients extremely well and helping them meet their financial needs and goals, such as: mitigating risk, maximizing returns, minimizing taxes, planning around liquidity events, funding education costs, maintaining a certain life style in retirement, coordinating multigenerational wealth transfers, advising on investment policy statements and others. Joseph also leverages the depth and breadth of Morgan Stanley’s world class platform as well as his extensive expert network to help clients achieve goals that supplement the scope of his and his partner’s knowledge and experience.
Prior to joining Morgan Stanley, Joseph was a Vice President at Goldman Sachs in the Global Investment Research Department. He was the Senior Equity Analyst leading the U.S. Oil & Gas SMID E&P Team and launched coverage of 20 stocks, authored and co-authored sector-specific and macro reports, provided company-specific analysis and investment advice to some of the firm’s largest institutional clients and participated in the vetting, underwriting and initiation of coverage for public offerings. Joseph began his career in Equity Research on Wall Street in 2007. He earned a Bachelor of Science degree in Business Administration with a major in Finance and a minor in Accounting from Oklahoma State University.
Joseph resides in New York City with his wife and son.
Services Include
- Wealth Management
- Professional Portfolio Management
- Alternative Investments
- Endowments and FoundationsFootnote4
- Financial Planning
- Institutional Services
- Estate Planning Strategies
- Cash Management and Lending ProductsFootnote8
- Retirement Planning
- Structured Products
- Sustainable Investing
- Trust Services
- Planning for Education Funding
- 401(k) Rollovers
- Life Insurance
Securities Agent: WI, VT, TX, WA, SC, PA, OR, VA, OH, NY, OK, NV, MO, IL, IA, NJ, AZ, CA, CO, DE, CT, NH, DC, AL, ME, TN, MA, GA, NC, MD, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1978175