Steven Lee Shapiro
Steven L Shapiro is a Senior Vice President, Senior Portfolio Manager, Financial Advisor, at Morgan Stanley*, and is a member of the firm’s prestigious Master’s Club based on production. With nearly 20 years of investment industry service and experience, Steven is qualified to offer his clients investment management and financial planning. Utilizing Morgan Stanley*’s resources and expertise, Steven focuses on working with affluent and high-net-worth individuals, families, physicians,and retirees to help build and preserve their wealth.
Originally from Long Island, New York, and born in New York City, Steven went on to graduate from Boston University. He gained valuable experience at Smith Barney, then later joined Morgan Stanley’s Global Wealth Management Group before the firms united to form Morgan Stanley* in 2009.
Steven was invited to attend the Fourth annual “Top Advisors Summit,” hosted by Barron’s magazine. The conference consisted of the top financial advisors across the country who gather annually to share wealth management ideas. Morgan Stanley*’s most deeply held principle is that clients come first, and Steven is proud to be part of that tradition. Steven resides in Delray Beach, with his wife and two sons.
David Michael Ogman
David Ogman, received a Finance degree from the University of Florida, and went on to further his education with a Masters in Business Administration (MBA) from Nova Southeastern University’s Wayne Huizenga School of Business.
David began his career with Raymond James, and Smith Barney, where focused on Wealth Preservation and Professionally Managed Accounts. He furthered his experience at HIG Capital, an $8 billion leading global private investment firm that focused on private equity for institutions, endowments, governments, and foundations.
Born in Brooklyn, NY and raised in New Jersey, Mr. Ogman now resides in Delray Beach with his Wife, Stacey. David is a member of the Professional Advisory Committees of both the Jewish Federation of South Palm Beach County, and the Anti-Defamation League in Boca Raton.
In June 2009, Morgan Stanley’s wealth management unit merged with Smith Barney to form Morgan Stanley*.
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Steven Lee Shapiro