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    Corey Kozak, CFA

    Managing Director- Tailored Lending at Morgan Stanley

    Corey Kozak, CFA, is a Managing Director in Tailored Lending at Morgan Stanley.2 He is based in the Greater Chicago Area and has a professional background that includes experience at Morgan Stanley and at least one other organization.2 Kozak holds the Chartered Financial Analyst (CFA) designation, indicating a high level of expertise in investment analysis and portfolio management. He completed his education at Columbia University.2

    For direct contact, Corey Kozak can be reached via email at ctkozak@gmail.com or corey.kozak@morganstanley.com.1

    Highlights

    Feb 5 · forbes.com
    Forbes 2025 Best-In-State Wealth Management Teams List
    The Four Bridges Group | Morgan Stanley Wealth Management

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    Corey Kozak, CFA
    Corey Kozak, CFA, photo 1
    Corey Kozak, CFA, photo 2
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    Location

    Greater Chicago Area