About Mike W.J. Minsch III
Mike Minsch is a founding partner of Evergreen Lane Wealth Management Group at Morgan Stanley. He is a Senior Vice President, Private Wealth Advisor and Senior Portfolio Manager. Mike has over 25 years of investment management and research experience, currently managing portfolios on behalf of family offices/foundations, high net worth individuals, corporations and retirement plans.
Prior to joining Morgan Stanley, Mike co-managed the Large Cap US Equity & Balanced strategy for Citi Investment Management, with over $3 Billion in assets, as well as co-managed The Smith Barney Large Cap Value Fund. He has handled the most complex relationships for the firm, managing funds for ultra-high-net-worth families as well as institutional clients. Prior to joining Smith Barney, Mike was a founding Principal of Resolute Capital Management, an investment firm focused on serving the needs of high-net-worth families. He began his career as a financial analyst with JP Morgan in New York.
Mike earned his Bachelor of Arts degree in Economics from The University of Colorado and an MBA with a concentration in Finance and Accounting from New York University, Stern School of Business. In addition, he holds memberships with The New York Society of Security Analysts and the CFA Institute. He is also a member of The Portfolio Management Institute. In his spare time Mike enjoys coaching youth sports, playing golf and skiing.
Securities Agent: CA, NJ, PA, SC, NY, IL, MI, TX, WA, VA, FL, MD, MA, OK, NM, KY, DE, MN, NC, NV, OH, WY, CO, CT, RI, SD, VT, ME, AZ, GA, AR; General Securities Representative; Investment Advisor Representative
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