The principals of ShoreHaven Wealth Partners include:
Lawrence Durso, wealth advisor since 1978
Michael Durso, CFA®, investment specialist since 2006
Michael Lombardi, CFP®, a planning strategist since 2006
Michael Durso, CFA®
A co-founder and Chief Investment Officer (CIO) of ShoreHaven Wealth Partners. As CIO, he is responsible for oversight of ShoreHaven’s asset allocation, manager selection, and investment strategy.
Michael has over a decade of experience in the financial services industry and has worked with clientele ranging from pensions, foundations, endowments, home offices and financial advisors to successful professionals and their families.
He began his career at AllianceBernstein in 2006, where he worked with financial advisors as a Senior Regional Consultant. In 2009, he joined BlackRock, where he was a Vice President within the iShares ETF business. Prior to joining Morgan Stanley, he worked at SKY Harbor Capital Management, where he was responsible for relationship management in the Americas.
In 2016, he decided to leave the asset management business and join the Durso Wealth Management Group at Morgan Stanley. Mike sought to bring his diverse background in asset management to the family business and leverage his institutional experience within wealth management.
He earned his BBA degree in Finance with a minor in Marketing from James Madison University in 2006. While at James Madison, he was a varsity member of the Track and Cross Country program and 2003 IC4A Men’s Cross Country Championship team. He was also a member of Phi Sigma Pi National Honors Fraternity.
Michael a CFA® Charter Holder and member of the New York Society of Securities Analysts (NYSSA). He is a frequent contributor to the Wall Street Journal, Bloomberg News, Financial Advisor IQ, and Yahoo Finance Tv.
Michael and his wife Kelly live in Little Silver, NJ and are proud parents to Dylan and Emilia. They are avid travelers and have been to every continent except Antarctica, where they one day hope to go.