Steven Ploder, CFA®, is a Managing Director and Senior Portfolio Management Director at Morgan Stanley, where they focus on providing tailored wealth management services for ultra-high net worth families and institutions. With over 25 years of experience in the financial industry, Steven has worked at notable firms including Deloitte, Goldman Sachs, Lehman Brothers, and Credit Suisse. They hold both a Bachelor of Science in Accounting from Lehigh University and an MBA in Finance from Northwestern University's Kellogg School of Management. Steven has been recognized multiple times as a member of Morgan Stanley’s President’s Club and featured on the Forbes Best-in-State Advisors list from 2019 to 2021.
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