Ronnie Lapinsky Sax, CPM ®
Senior Portfolio Management Director Senior Vice President Financial Advisor
For over 40 years, Ronnie Lapinsky Sax has been in the business of managing investment portfolios and offering financial solutions to those in need. She is proud to say over 50 families have relied on her advice for over 25 years, some longer. Ronnie began her career at E.F. Hutton in 1976. She holds the Certified Portfolio Manager® (CPM®) designation, currently serves as Co- Chair of the Morgan Stanley FA Council of Advisors. In addition, Ronnie serves as Past President of the Portfolio Management Institute (PMI), an independent, peer-led professional association of Morgan Stanley portfolio managers. Ronnie advises on clients assets of over 250 million dollars. She offers solid investment advice, high levels of service and the confidentiality clients have grown to expect.