About George A. Haddad
George is a Senior Vice President, Senior Portfolio Management Director, Alternative Investments Director and Financial Advisor at Morgan Stanley. He brings more than two-and-a-half decades of experience in wealth management to his clients with the Haddad Group.
George serves as the lead Portfolio Manager for the team and works closely with his clients to develop customized investment solutions and retirement strategies. He also heads portfolio risk management oversight, alternative investment implementation and portfolio income strategies for the team.
Before joining Morgan Stanley in 2021, George worked with clients as a Senior Vice President, Portfolio Manager and Wealth Management Advisor at another large wealth management firm.
George graduated from Xavier University in 1994 with bachelor's degrees in finance and philosophy. In 2003, he received his CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Boards of Standards, Inc. As a CFP® Professional, George is committed to serving his clients’ best interests. CFP® Professional required to meet rigorous education, training and ethical standards.
Active in the Cincinnati community, George serves on the Board of Executive Advisors for the Finance Department at Xavier University and volunteers at St. Xavier High School and St. Ursula Academy High School. He lives in Southeast Cincinnati with his wife and three children. He enjoys fly fishing, golf and college sports.
Securities Agent: IL, MA, OH, TX, VA, PA, ID, CT, SC, MO, IN, NY, AZ, MI, FL, CA, ME, KS, KY, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 590886