Suggestions
Michael Triolo, CIMA®
Vice President, Financial Advisor at Morgan Stanley
Michael Triolo, CIMA® is a Financial Advisor at Morgan Stanley with over 15 years of experience in the financial services industry.1 He holds the Certified Investment Management Analyst (CIMA®) designation, which indicates his expertise in investment management consulting.1
Professional Background
Michael Triolo began his career at Citi's Private Bank before joining Morgan Stanley. At Morgan Stanley, he serves as a Vice President and Financial Advisor, focusing on providing financial advice and investment management services to clients.1
Education and Qualifications
- Graduated from New York University (2010-2014)3
- Holds the CIMA® certification, which he received in March or April 20204
Areas of Expertise
As a Financial Advisor at Morgan Stanley, Michael Triolo likely specializes in:
- Investment management
- Wealth planning
- Alternative investments
- Private markets transactions
He has expressed pride in working for Morgan Stanley, particularly noting the firm's innovation and its Private Markets Transaction Desk.2
Location
Michael Triolo is based in the New York area, with his office likely located in Albany, NY.3
