Steven Nakovich
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(312) 443-6214(312) 443-6214
Steve Nakovich, Senior Portfolio Manager
Steven Nakovich, who partnered with Arthur Pancoe to found Pancoe-Nakovich Wealth Management, also previously worked at Bear, Sterns & Co. He started at the firm as an institutional corporate bond salesman in 1976, later becoming the manager of the institutional fixed income department. Several years later he took on the additional responsibility of the day-to-day management of the institutional equity department. This ultimately led to Steve becoming Resident Senior Managing Director of the Chicago office and Midwest region from 1988 to 1994.
Prior to his tenure at Bear Sterns, Steve was vice president in the fixed-income investments division with Continental Illinois National Bank and Trust Company after originally joining the firm as a Credit Analyst. He has also been an instructor for the fixed-income course with the Chartered Financial Analysts Society. Steve earned both his B.A. in Finance/Accounting and his M.B.A. in Finance from Western Michigan University. He has been a member of the visiting committees for Biological Sciences and the Pritzker School of Medicine at the University of Chicago.
Steve has been active in a variety of charitable endeavors, including serving as a board member of the Catholic Health Partners Foundation, chairman of the Cenacle-Midwest Provincialate Investment Advisory Committee, and a key fundraiser for various healthcare institutions and organizations. He also established the Nakovich Fellows in the Section of Hematology/Oncology at the University of Chicago-Pritzker School of Medicine for 2004 thru 2006, and he contributed financial support to the Forefront Fund for the University of Chicago Medical Center.
Steve was featured in Crain’s Chicago Business’s annual survey of the city’s top business figures in 1992 and 1993, was recognized in 2010 as one of the Top 1000 Financial Advisors in the country by Barron’s. He and his wife Jan, have two children, Lauren and Mathew, and six grandchildren.
Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2010) Data compiled by Barron's based on time period from Sept 2008 - Sept 2009.
Prior to his tenure at Bear Sterns, Steve was vice president in the fixed-income investments division with Continental Illinois National Bank and Trust Company after originally joining the firm as a Credit Analyst. He has also been an instructor for the fixed-income course with the Chartered Financial Analysts Society. Steve earned both his B.A. in Finance/Accounting and his M.B.A. in Finance from Western Michigan University. He has been a member of the visiting committees for Biological Sciences and the Pritzker School of Medicine at the University of Chicago.
Steve has been active in a variety of charitable endeavors, including serving as a board member of the Catholic Health Partners Foundation, chairman of the Cenacle-Midwest Provincialate Investment Advisory Committee, and a key fundraiser for various healthcare institutions and organizations. He also established the Nakovich Fellows in the Section of Hematology/Oncology at the University of Chicago-Pritzker School of Medicine for 2004 thru 2006, and he contributed financial support to the Forefront Fund for the University of Chicago Medical Center.
Steve was featured in Crain’s Chicago Business’s annual survey of the city’s top business figures in 1992 and 1993, was recognized in 2010 as one of the Top 1000 Financial Advisors in the country by Barron’s. He and his wife Jan, have two children, Lauren and Mathew, and six grandchildren.
Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2010) Data compiled by Barron's based on time period from Sept 2008 - Sept 2009.
Securities Agent: OR, NV, NM, SC, PA, DE, MT, MO, MN, MI, ME, MA, AK, LA, OH, NY, RI, IL, HI, GA, FL, DC, CT, CO, CA, AZ, AR, AL, MD, NJ, ID, SD, TN, NH, KY, KS, NC, IN, WI, WA, VT, VA, UT, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1285368
NMLS#: 1285368
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 443-6214(312) 443-6214
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Steven Nakovich today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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Awards Disclosures
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
