My Edmonds News is pleased to welcome new sponsor John F. Stoeser, CFA, Senior Portfolio Management Director of Northwest Capital Group at Morgan Stanley.
John has worked in the investment industry for 24 years and received the Chartered Financial Analyst (CFA) designation in 1991. John joined Northwest Capital Group at Morgan Stanley in 2001. As Senior Portfolio Management Director, John is responsible for discretionary management of individual and foundation client investment portfolios through Morgan Stanley’s Portfolio Management program. He also provides wealth planning advice to high net worth clients based on their goals and unique circumstances.
John was selected by Seattle Magazine to receive a Five Star Wealth Manager – Best in Satisfaction award for the years 2012-2015.
You can learn more here.
Congratulations!