Michelle V Oosterwijk

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → Present
  Morgan Stanley
  Baltimore, MD
• 04/2019 → 08/2020
  The Center Club
  Baltimore, MD
• 01/2016 → 06/2018
  Baltimore County Public Schools
  Parkville, MD
• 06/2018 → 03/2019
  Loyola University Of Maryland
  Baltimore, MD
• 01/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*626423- Towson University College of Business & Economics Board; Investment related: No; Towson, Maryland; Education; Advisory Board:Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 3; Guidance and advice to the college of business and economics to better serve the students and Towson University

Exams

• S66 Uniform Combined State Law Examination
  2021-07-01

Other Names

• Michelle Oosterwijk