Michael Baumer

Morgan Stanley Smith Barney LLC

Michael Baumer

Michael Baumer

Morgan Stanley Smith Barney LLC

Biography

Michael is a CERTIFIED FINANCIAL PLANNER™ providing macro planning for families of significant wealth with a focus on delivering Morgan Stanley's Family Office Services. Michael began his financial career in the San Diego commercial real estate industry. He has over 16 years of financial industry experience advising wealthy clients. He holds a BS from The University of Southern California. Michael served 6 years of active duty and 4 years reserve service as a U.S. Navy SEAL. He now serves on the board of directors for The Navy SEAL Foundation (Treasurer).

Overview
RelSci Relationships

317

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Michael Baumer likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Legal & Risk Officer at American Cancer Society

Relationship likelihood: Strong

Executive Director at Alexandria Real Estate Equities, Inc.

Relationship likelihood: Strong

General Partner at Shield AI, Inc.

Relationship likelihood: Strong

Former Ensign at United States Navy

Relationship likelihood: Strong

Former Chief Operating Officer at Cathedral of Our Lady of the Angels

Relationship likelihood: Strong

Former Vice Admiral at United States Navy

Relationship likelihood: Strong

President at McChrystal Group LLC

Relationship likelihood: Strong

Co-Founder at Redpoint Resolutions

Relationship likelihood: Strong

Director at Navy Seal Warrior Fund, Inc.

Relationship likelihood: Strong

Vice Chairman, Board of Directors at Navy SEAL Foundation, Inc.

Relationship likelihood: Strong

In The News
Chicago Sun-Times
March 8, 2016
Tragic murder shows need for stronger gun laws
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Michael Baumer
Morgan Stanley Smith Barney LLC
Education
BS

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Career History
Private Wealth Advisor & Managing Director, Wealth Management
Current

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is a joint venture between Morgan Stanley and Citigroup.

Senior Vice President
Prior

MSWM assists in developing customized solutions for each client in Wealth Management Services (WMS) program. As part of the WMS agreement, the firm assists clients in developing their investment objectives and preparing an investment policy statement upon which Private Wealth Management (PWM)’s recommendations are based. When conducting their investment analysis, PWM applies the average expected return of each asset class within a portfolio, as well as historical risk and correlations between asset classes. MSWM provides ongoing investment and manager recommendations through one or more of the following investment advisory programs they offered: (1) affiliated and unaffiliated investment managers who manage separately managed accounts through Select UMA, Fiduciary Services, Consulting and Evaluation Services and the PWM Manager Assessment Program; (2) Global Investment Solutions; (3) the Portfolio Management Program; (4) affiliated and unaffiliated pooled investment vehicles; and (4) cash and cash equivalents (including sweep options). The pooled investment vehicles in which PWM invests may include open-end funds registered as investment companies with the SEC and investment vehicles that are not registered with the SEC. Pooled investment vehicles may also include ETFs, exchange traded trusts, and registered closed-end funds.

Service Member
Prior

The United States Navy Sea, Air, and Land (SEAL) Teams, commonly known as Navy SEALs, are the U.S. Navy's primary special operations force and a component of the Naval Special Warfare Command.

Awards & Honors
CFP (Certified Financial Planner)
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