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Michael B. Kislin CFA, CIMA®, CFP®, CDFA®, CEPA®

Senior Vice President | Financial Advisor at Morgan Stanley

Professional Background

Michael B. Kislin is a multifaceted financial professional with extensive experience in wealth management, real estate investments, and financial consulting. He has established himself in the industry through a robust career spanning over two decades, where he has held various leadership roles at prominent financial institutions including Morgan Stanley and J.P. Morgan. His expertise encompasses a wide range of financial services, including advising high-net-worth clients, managing investment portfolios, and navigating complex financial negotiations.

Throughout his career, Michael has contributed significantly to the financial landscape, particularly in the realm of family law and mediation perspectives. As a co-founder and leader at The National Association of Divorce Professionals, Michael has worked to bring together financial advisors and legal professionals to ensure a client-focused approach in divorce and family law matters. Additionally, his collaborative efforts with the New York Association of Collaborative Professionals and the New York State Council on Divorce Mediation demonstrate his commitment to fostering cooperative practices in difficult asset management situations.

In his earlier years, Michael gained invaluable experience as a CMBS Analyst and Trader at AIG, where he developed a deep understanding of commercial mortgage-backed securities. His diverse roles, including Vice President in structured product sales and senior positions at D.B. Zwirn & Co. and Eurohypo AG, illustrate his profound knowledge of investment strategies and market dynamics. As a former Principal and Portfolio Manager at Foundry Capital, Michael has also honed his skills in managing commercial real estate debt portfolios, showcasing his entrepreneurial ventures alongside his advisory roles.

Education and Achievements

Michael pursued his MBA in Finance and Investments at the prestigious Zicklin School of Business, which equipped him with the theoretical frameworks and practical tools to excel in the financial sector. His educational credentials are further bolstered by his professional designations as a Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and Certified Exit Planning Advisor (CEPA®). These qualifications not only reflect his commitment to ongoing professional development but also position him as a knowledgeable advisor in various areas of financial planning and investment management.

Over his impressive career, Michael has garnered recognition for his contributions to the financial services industry. His ability to adapt and clarify complex financial strategies for clients has helped him build long-lasting relationships and trust with those he advises. Moreover, his insights into the investment world have been beneficial in guiding his clients through changing economic landscapes, making him a respected figure among peers and clients alike.

Personal Connections

Beyond his professional accomplishments, Michael is a dedicated father, husband, brother, son, and friend. His personal values are evident in his commitment to supporting the New York City tech community, where he actively participates in initiatives designed to foster innovation and connect professionals in the growing technology sector. Michael's involvement in these circles underscores his belief in the power of community and collaboration, as well as his passion for mentoring the next generation of financial leaders and technological innovators.

Achievements

  • Chartered Financial Analyst (CFA) - denotes a high level of expertise in financial analysis and portfolio management.
  • Certified Investment Management Analyst (CIMA®) - indicates specialized knowledge in investment management and advisory services.
  • Certified Financial Planner (CFP®) - recognizes skills in comprehensive financial planning.
  • Certified Divorce Financial Analyst (CDFA®) - suggests proficiency in dealing with financial issues related to divorce.
  • Certified Exit Planning Advisor (CEPA®) - highlights expertise in the exit planning process for business owners.

Highlights

Aug 24 · linkedin

Bruce Feiler's book "Life Is in the Transitions" explores how individuals navigate and thrive through life's inevitable transitions. For a business owner selling her business, Feiler's ethos provides a framework for embracing change as a catalyst for personal growth and renewal. Selling a business represents a significant transition, marking the end of one chapter and the beginning of another. Feiler's insights encourage the business owner to view this transition not as an endpoint, but as an opportunity for introspection, reinvention, and pursuing new passions. By embracing the principles of resilience and adaptability outlined in Feiler's book, the business owner can approach the sale with a mindset of curiosity and openness to new possibilities. This perspective enables them to redefine success beyond financial metrics, focusing on personal fulfillment, legacy-building, and continued contributions to their community and beyond. In essence, "Life Is in the Transitions" encourages the business owner to embrace the journey of selling their business as a transformative experience that leads to a more purposeful and meaningful life beyond the transaction. If you or someone you know may benefit from my "Business Owner Exit Well-Being" program connect with me for a more detailed and confidential conversation.

Jul 20 · linkedin

Going through a professional transition like retirement or selling a business? In a series of posts, I will highlight several authors to help you focus on your transitional well-being. If interested in my Well-Being program connect with me for a more detailed and confidential conversation. Arthur Brooks, in his book "From Strength to Strength," emphasizes a path to a fulfilling life through harnessing personal strengths and virtues. He advocates for leveraging individual talents and values to navigate challenges and find purpose. Brooks encourages a proactive approach to personal growth and resilience, emphasizing the importance of cultivating strong relationships and contributing positively to society. His framework focuses on building on existing strengths rather than dwelling on weaknesses, promoting a mindset of continuous improvement and adaptation. By embracing this approach, individuals can enhance their well-being, achieve personal fulfillment, and sustain a meaningful life journey, even through transitions like selling a business, retirement, career changes, or divorce. Brooks' insights offer a roadmap for fostering resilience, finding meaning, and thriving throughout life's stages. https://lnkd.in/eAVCaA7S ​

Related Questions

How did Michael B. Kislin develop his expertise in wealth management and financial planning?
What inspired Michael B. Kislin to become involved with the National Association of Divorce Professionals?
How has Michael B. Kislin contributed to the NYC tech community throughout his career?
What key lessons has Michael B. Kislin learned from his extensive experience at major financial institutions like Morgan Stanley and J.P. Morgan?
In what ways does Michael B. Kislin integrate his financial knowledge with personal values in his advising practice?
Michael B. Kislin CFA, CIMA®, CFP®, CDFA®, CEPA®
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Location

New York City Metropolitan Area