Howard Schloss Executive Director – Portfolio Manager, Director of Trading

• 30 years of financial services experience.
• Vice President and Senior Portfolio Manager for Morgan Stanley Investment Management as a Fixed Income Specialist managing multibillion-dollar mutual funds.
• Comprehensive knowledge of fixed-income markets with particular focus on money market instruments, shorter duration investment grade corporate, government, agency and mortgage-backed securities. Direct experience managing financial risks in adverse market environments.
• Managed relationships with institutional and corporate clients, broker/dealer community, custodial banks, mutual fund accounting, internal and external auditors, and credit rating agencies.
• Dedicated student of technical stock market studies with ten years of extensive equity and option trading experience. .
• BS, Accounting, Ithaca College - MBA, Finance, Fordham University.