Michael Pudlak Email & Phone Number | Michael and his team work with high net worth families, non-profit institutions, foundations and endowments, public and private companies and partnerships. His practice is focused on planning, portfolio construction, lending solutions, capital markets, and client service. This experience enables Michael to provide clients with a full range of comprehensive and customized wealth management solutions. Should you choose Michael as your advisor, his team will first work to develop a deep understanding of your current situation, short-term needs and long-term goals. They will ask about the concerns and aspirations you have for yourself, your family and the institutions you support. Following your direction, they will collaborate with your other professional advisors to create a truly comprehensive plan that touches every aspect of your financial life. In developing your integrated plan and constructing your investment portfolios, they will draw upon the substantial global capabilities of Morgan Stanley. These include the Global Investment Committee’s investment outlook that guides our advice to clients, the Consulting Group’s investment advisory solutions and fund manager due diligence teams and our world-class capital markets capabilities. These plans will be carefully monitored and adjusted based on market activity, changes in your life, changes in our views, and any potential tax or regulatory concerns. Michael and his team look forward to having a conversation with you about your goals, and how they can help you achieve them.

Michael Pudlak

Michael and his team work with high net worth families, non-profit institutions, foundations and end...
New York City Metropolitan Area, New York City Metropolitan Area, United States

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Michael Pudlak’s Email michael.pudlak@mscibarra.com

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Michael Pudlak’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States

Michael Pudlak’s Current Industry Morgan Stanley Private Wealth Management

Michael Pudlak’s Prior Industry Jp Morgan Private Bank | Citi Smith Barney | Weichert Financial Services

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Work Experience

Morgan Stanley Private Wealth Management

Managing Director- Private Wealth Advisor And International Client Advisor

2015-05-01 00:00:00 - Present

Jp Morgan Private Bank

Managing Director- Private Banking And Capital Advisory

2009-11-01 00:00:00 - 2015-04-01 00:00:00

Citi Smith Barney

Vice President- Director Of Banking And Lending

2004-06-01 00:00:00 - 2009-10-01 00:00:00

Weichert Financial Services

Mortgage Consultant

2001-07-01 00:00:00 - 2004-05-01 00:00:00

Skills

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Languages

No Languages Available

FAQ About Michael Pudlak

Michael Pudlak is located at
New York City Metropolitan Area, New York City Metropolitan Area, United States

Michael Pudlak is a Michael and his team work with high net worth families, non-profit institutions, foundations and endowments, public and private companies and partnerships. His practice is focused on planning, portfolio construction, lending solutions, capital markets, and client service. This experience enables Michael to provide clients with a full range of comprehensive and customized wealth management solutions. Should you choose Michael as your advisor, his team will first work to develop a deep understanding of your current situation, short-term needs and long-term goals. They will ask about the concerns and aspirations you have for yourself, your family and the institutions you support. Following your direction, they will collaborate with your other professional advisors to create a truly comprehensive plan that touches every aspect of your financial life. In developing your integrated plan and constructing your investment portfolios, they will draw upon the substantial global capabilities of Morgan Stanley. These include the Global Investment Committee’s investment outlook that guides our advice to clients, the Consulting Group’s investment advisory solutions and fund manager due diligence teams and our world-class capital markets capabilities. These plans will be carefully monitored and adjusted based on market activity, changes in your life, changes in our views, and any potential tax or regulatory concerns. Michael and his team look forward to having a conversation with you about your goals, and how they can help you achieve them.

Michael Pudlak currently works in the Morgan Stanley Private Wealth Management |

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Michael Pudlak has prior
experience in the following industries:
Jp Morgan Private Bank | Citi Smith Barney | Weichert Financial Services

Michael Pudlak has the following professional experience:
Morgan Stanley Private Wealth Management | Jp Morgan Private Bank | Citi Smith Barney | Weichert Financial Services