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Michael Ross, CPM®
President

Senior Portfolio Management Director
Senior Vice President
Certified Portfolio Manager (Columbia University)

Morgan Stanley Smith Barney LLC
San Jose: 408-947-2295 | 800-444-4752
Bakersfield: 661-663-4632 | 800-421-2171
E | Mike.Ross@morganstanley.com


William CollinsCPM®
Vice President

Assistant Vice President, 
Director of Business Strategy

1290 Avenue of The Americas
12th Floor
New York, NY 10104
P | 212-893-7692
E | William.Collins@morganstanley.com

 



Harvey Snider, CPM®
Secretary

Wealth Management Advisor

Merrill Lynch
333 North Point Center East, Suite 400
Alpharetta, Georgia 30022
P | 678-746-5699

E | harvey_sniderjr@ml.com

Patrick McFadden, CPM®, CFP®

Treasurer

Director - Investments

Oppenheimer & Co. Inc.
P | 610 - 225 -8965
E | patrick.mcfadden@opco.com

 





Robert Brooks

Director-At-Large

Head of National Sales
Deutsche Bank
Deutsche Asset Management

E | bobby.brooks@db.com

 


Timothy Lynch, CPM®

Director-At-Large

Senior Portfolio Management Director

Senior Vice President

Financial Advisor 

 

Morgan Stanley 

518 Diagonal
Clarkson, WA 99403
P | 509-295-5175

E | timothy.o.lynch@morganstanley.com

 

 

 


Thomas Massey, CPM®

Director-At-Large

Senior Vice President - Wealth Management
Senior Portfolio Manager

 

UBS
600 Superior Avenue East, 27th Floor
Cleveland, OH 44114
P | 216-736-2855
E | thomas.massey@ubs.com






Calendar

9/24/2017 » 9/26/2017
ACPM 2017 Annual Conference

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