Michael Lupia
Financial Advisor | Portfolio Management Director | Family Wealth Director | Senior Vice President@ Morgan Stanley
New York City Metropolitan Area
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Michael Lupia is a founding partner of The Sapient Wealth Management at Morgan Stanley, where he provides comprehensive wealth management services to clients. With over 27 years of experience, he specializes in mortgage and neck. Based in Great Neck, New York, Michael is dedicated to preserving and growing his wealth through access to seasoned investment professionals, a premier trading platform, and a full spectrum of investment choices. For more information, visit his website at https://advisor.morganstanley.com/the-sapient-wealth-management-group.
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Emails and Phone Numbers

@aol.com
@jpmchase.com
+1 914253****
+1 302397****
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About

As a founding partner of The Sapient Wealth Management at Morgan Stanley and as your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.For more information visit our website: https://advisor.morganstanley.com/the-sapient-wealth-management-group

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Work Experience

1585 Broadway, New York, NY, 10036, US

Financial Services

86732
Phone
+1 8884543965
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Michael Lupia's Professional Milestones

  • Senior Financial Advisor (1996-07-01~2010-06-01): Transformed clients' financial strategies, forging a diversified portfolio at all times.
  • Financial Advisor | Portfolio Management Director | Family Wealth Director | Senior Vice President (2010-06-01~): Guided clients towards sustainable investments and increased their financial performance through strategic portfolio management.
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Education

Fordham University
Fordham University

Finance,

Bachelors,

Bachelor Of Science

1983-01-01-1987-01-01
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