Mike Durso
Algemeen Directeur bij ShoreHaven Wealth Partners LLC
Profiel
Mr. Michael L.
Durso, CFA, is a Founding Partner & Chief Executive Officer at ShoreHaven Wealth Partners LLC.
As Chief Investment Officer he is responsible for oversight of ShoreHaven’s asset allocation, manager selection, and investment strategy.
Mr. Durso has over a decade of experience in the financial services industry and has worked with clientele ranging from pensions, foundations, endowments, home offices and financial advisors to successful professionals and their families.
He began his career at AllianceBernstein in 2006, where he worked with financial advisors as a Senior Regional Consultant.
In 2009, he joined BlackRock, where he was a Vice President within the iShares ETF business.
Prior to joining Morgan Stanley, he worked at SKY Harbor Capital Management, where he was responsible for relationship management in the Americas.
In 2016, he decided to leave the asset management business and join the Durso Wealth Management Group at Morgan Stanley.
He sought to bring his diverse background in asset management to the family business and leverage his institutional experience within wealth management.
He earned his BBA degree in Finance with a minor in Marketing from James Madison University in 2006.
He is a CFA Charter Holder.
Actieve functies van Mike Durso
Bedrijven | Functie | Begin |
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ShoreHaven Wealth Partners LLC
ShoreHaven Wealth Partners LLC Investment ManagersFinance ShoreHaven Wealth Partners LLC (ShoreHaven) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded by Lawrence Durso, Michael Durso and Michael Lombardi in 2020. ShoreHaven offers a variety of wealth management services to a select group of affluent multigenerational families and high net worth individuals. | Algemeen Directeur | 01-06-2020 |
Eerdere bekende functies van Mike Durso
Bedrijven | Functie | Einde |
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Morgan Stanley Private Equity Asia III LLC
Morgan Stanley Private Equity Asia III LLC Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Private Equity Asia III LLC is a private equity fund. The company is based in New York, NY. | Corporate Officer/Principal | 01-07-2020 |
SKY Harbor Capital Management LLC
SKY Harbor Capital Management LLC Investment ManagersFinance SKY Harbor Capital Management LLC (SKY Harbor) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was co-founded by Hannah Strasser and Anne Yobage in 2011. They are a subsidiary of SKY Harbor Capital Holdings LLC, ultimately owned by ECN Kessler Holdco LLC. SKY Harbor exclusively focused on the management of portfolios and funds of high yield bonds and leveraged loans for global institutional investors and private wealth advisors. SKY Harbor is a signatory of the Principles for Responsible Investment (PRI) and a participant in the UN Global Compact. | Corporate Officer/Principal | 01-02-2016 |
BlackRock Investments LLC
BlackRock Investments LLC Investment Banks/BrokersFinance Part of BlackRock, Inc., BlackRock Investments LLC is a brokerage services provider. The company is based in New York, NY. The company was founded in 1994. Abigail Tate Reynolds has been the CEO of the company since 2006. | Corporate Officer/Principal | 01-07-2014 |
AllianceBernstein Investment Research & Management, Inc.
AllianceBernstein Investment Research & Management, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., AllianceBernstein Investment Research & Management, Inc. is a company that provides investment management services. The company is based in New York, NY. | Corporate Officer/Principal | 01-03-2009 |
Opleiding van Mike Durso
James Madison University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
Bedrijven in privébezit | 5 |
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ShoreHaven Wealth Partners LLC
ShoreHaven Wealth Partners LLC Investment ManagersFinance ShoreHaven Wealth Partners LLC (ShoreHaven) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded by Lawrence Durso, Michael Durso and Michael Lombardi in 2020. ShoreHaven offers a variety of wealth management services to a select group of affluent multigenerational families and high net worth individuals. | Finance |
SKY Harbor Capital Management LLC
SKY Harbor Capital Management LLC Investment ManagersFinance SKY Harbor Capital Management LLC (SKY Harbor) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was co-founded by Hannah Strasser and Anne Yobage in 2011. They are a subsidiary of SKY Harbor Capital Holdings LLC, ultimately owned by ECN Kessler Holdco LLC. SKY Harbor exclusively focused on the management of portfolios and funds of high yield bonds and leveraged loans for global institutional investors and private wealth advisors. SKY Harbor is a signatory of the Principles for Responsible Investment (PRI) and a participant in the UN Global Compact. | Finance |
Morgan Stanley Private Equity Asia III LLC
Morgan Stanley Private Equity Asia III LLC Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Private Equity Asia III LLC is a private equity fund. The company is based in New York, NY. | Finance |
AllianceBernstein Investment Research & Management, Inc.
AllianceBernstein Investment Research & Management, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., AllianceBernstein Investment Research & Management, Inc. is a company that provides investment management services. The company is based in New York, NY. | Finance |
BlackRock Investments LLC
BlackRock Investments LLC Investment Banks/BrokersFinance Part of BlackRock, Inc., BlackRock Investments LLC is a brokerage services provider. The company is based in New York, NY. The company was founded in 1994. Abigail Tate Reynolds has been the CEO of the company since 2006. | Finance |