Morgan Stanley has announced that Senior Vice President and Wealth Advisor, Denis Poljak, and Vice President and Financial Advisor, Davor Poljak, have each earned the Certified Portfolio Manager (CPM®) title from the Academy of Certified Portfolio Managers (ACPM).
The CPM® designations were awarded to Denis and Davor after completing extensive coursework and examinations, followed by a five-day seminar at Columbia University in New York that included sessions with internationally recognized professors.
The CPM® curriculum involves in-depth study of fundamental analysis, option valuation, foreign currency exchange, credit default swap structure and valuation analysis, and asset allocation.
Denis Poljak holds a PhD in economics, as well the CFP® certification and the CIMA® designation from the University of Pennsylvania’s Wharton School of Business.
The portfolio management unit of King Poljak Group financial advisors designs and manages client assets on a full-discretionary money management basis. The group was founded on principles of asset allocation and diversification and focuses on meeting unique investment goals, needs and qualifications of investors.
Morgan Stanley Wealth Management, a global leader, 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, cash management and lending products and services, annuities and insurance, retirement and trust services.
With offices in more than 43 countries, Morgan Stanley’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information, visit www.morganstanley.com.