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Stephen Jurist
Senior Managing Director, Senior Port... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Center Street Capital Advisors (Affiliate Of Wells Fargo Advisors)</span>
Stephen Jurist is a seasoned financial expert with 16 years of experience in wealth management, portfolio management, and retirement planning at Morgan Stanley and UBS Financial Services.
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Location
Boca Raton, Florida, United States, US
Skills
- Financial Analysis
- Asset Management
- Investment Portfolio
- Asset Allocation
- Retirement Planning
- Show all
Bio
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Topline AI
Stephen Jurist is a seasoned financial expert with a strong background in wealth management and investment portfolio management.
With over 16 years of experience in the industry, Stephen has held senior leadership positions at prominent financial institutions, including UBS Financial Services, Inc. and Morgan Stanley, where he has demonstrated expertise in comprehensive wealth management and cash management services.
Stephen holds a Bachelor's Degree in Finance from the University of Florida, and has developed a strong proficiency in multiple languages, including English. He is also skilled in financial analysis, asset allocation, and retirement planning, making him a valuable asset to any organization.
Credentials
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**Registered States** CA, CT, FL, GA, IN, KS, MA, MD, ME, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA
FINRA
Experience
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Senior Managing Director, Senior Portfolio Manager, Partner
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UBS Financial Services, Inc.
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Boca Raton, FL
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Managing Director, Senior Portfolio Manager
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Feb 2013 - Present
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Boca Raton, FL
Comprehensive wealth management and cash management services.
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Morgan Stanley
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Boca Raton, FL
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Senior Vice President - Portfolio Manager
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Feb 1997 - Feb 2013
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Boca Raton, FL
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Education
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1985 - 1989University of Florida
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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