Kerrick Henderson at The Michalzuk Group at Morgan Stanley Receives CHARTERED FINANCIAL ANALYST® Designation
04 April 2024 - 1:00AM
Business Wire
Morgan Stanley (NYSE: MS) today announced that Kerrick
Henderson, a Private Wealth Advisor with The Michalzuk Group has
earned the Chartered Financial Analyst®
(CFA® ) designation.
Kerrick Henderson, CFA and his partner Kevin Michalzuk, formed
The Michalzuk Group to simplify the complexities of
multi-generational wealth for the 12 enterprising families they
serve. As a part of Morgan Stanley’s boutique ultra-high net worth
Private Wealth Management offering, the group is able to provide
the resources and institutional execution of one of the largest and
most respected global financial service firms.
The CFA® charter is a globally recognized credential for
investment analysis competence and integrity and portfolio
management. Recipients have successfully completed a
graduate-level, self-study curriculum and passed examinations
covering ethical and professional standards, securities analysis
and valuation, financial reporting and analysis, quantitative
methods, economics, corporate finance, portfolio management, and
wealth planning.
CFA Institute is the global, not-for-profit association of
investment professionals that awards the CFA® designation. The CFA
Institute promotes setting high, ethics-based professional
standards of excellence for the financial services industry.
Morgan Stanley Wealth Management, a global leader, provides
access to a wide range of products and services to individuals,
businesses and institutions, including brokerage and investment
advisory services, financial and wealth planning, cash management
and lending products and services, annuities and insurance,
retirement and trust services. Morgan Stanley Wealth Management is
a business of Morgan Stanley Smith Barney LLC.
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing investment banking, securities, wealth management
and investment management services. With offices in more than 42
countries, the Firm's employees serve clients worldwide including
corporations, governments, institutions and individuals. For more
information about Morgan Stanley, please visit
www.morganstanley.com.
© 2023 Morgan Stanley Smith Barney LLC, member SIPC. CRC#
5693253 06/2023
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Kevin Michalzuk (480) 922-7803
Morgan Stanley (NYSE:MS)
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