
Mike Manson
Stephen Parlier began his investing career in 1987 and joined Morgan Stanley in 2008. Currently Steve is a Senior Managing Director of Portfolio Management, Certified Portfolio Manager (CPM®), and is Insurance licensed. He became a Financial Advisor because he's always loved helping people manage their money and investing it wisely. His distinctive approach implements a client's financial plan into the portfolios he manages. Steve's investment approach is driven by sector investing. This means over or under weighting sectors in response to quickly changing markets and economic conditions. By leveraging the intellectual capacity of Morgan Stanley's Global Investment Committee and other firm resources, Steve is empowered to adjust portfolio strategies accordingly. Tracking his client's ultimate goals continuously to make sure that they are always "on track" is what sets Steve apart from other planners.
The most satisfying part of his work is helping people achieve their life-long goals – whether these goals are achieving a retirement lifestyle, buying a vacation house, getting their kids through college, or anything in between.
Steve spent his undergraduate career pursuing a bachelor's degree in Finance at Northern Illinois University, and then obtaining his CPM® designation from Columbia University. From working a paper route and mowing lawns all the way back in the 3rd grade to one of his first jobs at a convenience store at the age of 14 and the many formative years since then, Steve has learned the importance of money management and a strong work ethic.
Outside of the office, Steve loves watching MMA, and having lived in downtown Chicago for over 30 years, he roots for the White Sox and the Blackhawks. Additionally, Steve has been a member of the Academy of Certified Portfolio Managers since 2011, and he is also an arbitrator for the Financial Industry Regulatory Authority (FINRA) – a government authorized not-for-profit organization that overseas U.S broker-dealers. Steve's been married to his wife Maureen for over 20 years, and together they have two children, 18-year-old Gracie and 20-year-old Tommy.
Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies.