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    Donald Zabudsky, CIMA®, CPWA®

    Managing Director, Executive Financial Services Director, Senior Portfolio Management Director, Financial Advisor at Morgan Stanley

    Donald Zabudsky, CIMA®, CPWA® is a financial professional with extensive experience in investment management and wealth advisory services. He currently holds the position of Managing Director and Executive Financial Services Director at Morgan Stanley, based in Lake Oswego, OR.12

    Professional Qualifications

    Donald Zabudsky has earned two prestigious certifications:

    • CIMA® (Certified Investment Management Analyst)
    • CPWA® (Certified Private Wealth Advisor)

    These certifications demonstrate his expertise in investment management and private wealth advisory services.

    Role at Morgan Stanley

    As a Senior Portfolio Management Director at Morgan Stanley, Zabudsky focuses on:

    • Building and managing tailored investment portfolios
    • Providing a wide range of investment products
    • Offering wealth management services to clients12

    He is known for his consistent creativity and excellence in serving his clients' financial needs.

    Specializations

    Zabudsky has particular expertise in:

    • Equity compensation strategies
    • Retirement planning
    • Alternative investments356

    Philanthropy

    In addition to his professional roles, Donald Zabudsky serves as a Board Member on the Doernbecher Philanthropy Board, showcasing his commitment to giving back to the community.2

    Recent Activities

    Zabudsky is active on LinkedIn, where he regularly shares insights on:

    • Financial planning topics
    • Investment strategies
    • Retirement considerations
    • Market updates3467

    His LinkedIn posts indicate that he is engaged in educating clients and the public about various aspects of financial management and wealth building.

    Related Questions

    What are Donald Zabudsky's main responsibilities at Morgan Stanley?
    How did Donald Zabudsky become involved with the Doernbecher Philanthropy Board?
    What specific investment strategies does Donald Zabudsky specialize in?
    Can you provide examples of Donald Zabudsky's work in wealth management?
    What are some notable achievements of Donald Zabudsky in his career?
    Donald Zabudsky, CIMA®, CPWA®
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    Location

    Portland, Oregon Metropolitan Area