Stephen M. Parlier Receives Certified Portfolio Manager Designation

Share Article

Morgan Stanley Smith Barney announced today that Stephen Parlier, a Vice President, Financial Advisor and Senior Portfolio Manager in the firm’s Wealth Management office in Chicago, has earned the Certified Portfolio Manager, or CPM® professional, designation. Mr. Parlier has worked at Morgan Stanley Smith Barney through predecessor firms since 2008.

The CPM designation is offered by the Academy of Certified Portfolio Managers (ACPM)® in conjunction with Columbia University. As one of the premier designations in the industry, the CPM® program offers an intense educational experience exclusively to individuals who manage discretionary portfolios. Candidates for this designation must successfully complete approximately 200 hours of coursework including the study of the theory and practice of asset pricing, asset management, hedge fund management, corporate finance, fixed income analysis and foreign exchange. Stephen was also required to attend a week-long program at the New York City campus of Columbia University. This week-long program included sessions on macro investments, risk management, asset allocation, fixed income, commodities and behavioral finance. Designees must also adhere to the ACPM® Code of Professional Responsibility and are required to undertake continuing professional education to maintain the certification.

Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. For more information, call 312-917-7453.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,300 offices in 42 countries. For further information about Morgan Stanley, please visit

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Troy Mooyoung