
Stephen Ackerman
I began my career in the financial service industry in 1958 working on the floor of the New... | New York City Metropolitan Area, New York City Metropolitan Area, United States
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Stephen Ackerman’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States
Stephen Ackerman’s Expertise I began my career in the financial service industry in 1958 working on the floor of the New York Stock Echange. During my career I have primarily worked as an investment advisor concentrating on fixed income for high-net-worth individuals, institutions and foundations. In 1975, I co-founded a municipal bond firm and later joined Bear Stearns in 1984. During that time, I became a Senior Managing Director and formed a partnership with four colleagues that became the foundation for Sage Wealth Management at Morgan Stanley. In 2008 my partners and I joined Morgan Stanley as Senior Vice Presidents, Financial Advisors. I continue to concentrate on the fixed income market with a focus on high grade municipals. Yield curve analysis, economic conditions, market timing, and supply dictate my analysis. In return, these factors control yeild, quality and maturity. I work closely with each client and make recommendations based on their needs, circumstances and objectives. Areas of Focus: -Fixed Income -Portfolio Management -Municipal, Government and Agency Debt -Corporate, High Yeild and Emerging Market Debt
Stephen Ackerman’s Current Industry Morgan Stanley
Stephen
Ackerman’s Prior Industry
Morgan Stanley
|
Bear Stearns Companies
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Work Experience

Morgan Stanley
Executive Director| Financial Advisor
Sat Mar 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bear Stearns Companies
Senior Managing Director
Sun Jan 01 1984 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley
Executive Director| Financial Advisor
— Present