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Are you interested in learning more about the CPM® designation?

If you would like to speak with a CPM® program designation holder from your firm, please see below for relevant contact information. If you are not affiliated with any of the listed firms, please contact the SS&C Learning Institute at learningsupport@sscinc.com or call 212-261-6791.

 

 

Merrill Lynch

Harvey Snider

678 474-1899

harvey_sniderjr@ml.com

 

 

 

Morgan Stanley

William Collins

212 893-7692

William.Collins@morganstanley.com

 

 

Timothy Lynch

509.295.5175

Timothy.O.Lynch@morganstanley.com

 

 

Michael Ross

408-947-2295

Mike.Ross@morganstanley.com

 

 

 

UBS

Thomas Massey

216. 736.2855

thomas.massey@ubs.com

 

Why Earn the CPM?

FOR FINANCIAL PROFESSIONAL USE ONLY 
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The Academy of Certified Portfolio Managers (ACPM) is an independent 501(c)3 educational organization that creates and manages a credentialed program of excellence for training discretionary portfolio managers. “Certified Portfolio Manager” and “CPM” are registered trademarks.