Charles A. LoBosco III, CFA
Login to view DISC.Charles LoBosco III is a First Vice President and Financial Advisor at Morgan Stanley in Westport, CT, where he is a member of The Shoreline Wealth Management Group. He is a CFA Charterholder and also holds the titles of Financial Planning Specialist and Workplace Advisor for Equity Compensation.
He earned both his Bachelor of Science and his MBA in Finance from Canisius College in Buffalo, New York. His entire professional career appears to have been with Morgan Stanley, where he has progressed through several roles including Director of Business Strategy before his current position.
He recently celebrated a promotion to First Vice President, attributing the achievement to discipline, continuous learning, and putting his clients first.
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