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  Financial Advisor
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Mark Kaschenbach

2 PENN PLAZA 22ND FLOOR
NEW YORK, NY  10121
(212) 613-6700
Mark.Kaschenbach@morganstanley.com
 
 
 
Profile
 
Education
- United States Military Academy
 
Distinctions
- Financial Advisor
 
Years at Morgan Stanley
3 years
 
Years Registered
2 years
 
Other Information
U.S. Armed Forces Veteran
Enjoys spending time with family, sports and travel

 
Click here to view Mark's licenses and states of registration.
 
 
Investment philosophy
 

Professional Approach

If you’re trying to assemble a balanced stock portfolio, you know it’s a challenge. It’s tough finding the holdings that work best together.

Finding the Elusive Mix

We can help you diversify, which can minimize risk and even out your investment performance. We’ll suggest suitable domestic and international issues, blue-chip and start-up stocks, and growth and income-oriented shares.

Our recommendations reflect your strategy and are shaped by our access to:

  • Exclusive commentary from our award-winning equity research team.
  • Advanced technology, real-time market information and sophisticated analysis tools.

We’ll also suggest other investment services to complement your overall strategy. Our professional portfolio management, financial planning and personal trust services, for instance, could be among them.

Contact Me

If you’re looking for guidance in developing a balanced portfolio, Contact Me.

*Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

 
 

 

 
 
 
 

 
 
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