Rochelle F. Wagenheim is an Executive Director at Morgan Stanley Investment Management and Co-manager of the Fundamental All-Cap Equity portfolios and the Fundamental Small/Mid-Cap Strategy for Fundamental Equity Advisors. She has 17 years of investment industry experience. Previously, Rochelle worked in Morgan Stanley’s Portfolio Strategy and Research Group and co-managed the Equity Model Portfolios and the Priority Equity Recommended List (PERL) for the Equity Model Portfolio team. She joined the Equity Model Portfolio team in 2005. Previously, Rochelle spent three years as a research associate for Citi Investment Research & Analysis (CIRA), covering stocks in the lodging and gaming sector. She also spent two years working as a sales liaison for the firm’s Portfolio Management Group. Rochelle graduated with high honors from the University of Florida, where she holds a degree in finance with a minor in economics.
|Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.|
|Seeks to outperform the Russell 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.|
|Seeks to outperform the Russell 2500 Index with an actively managed portfolio of approximately 25-60 small and mid cap stocks, with a focus on risk management.|