Paul Leonard Durso
Chief Executive Officer at Insight Folios, Inc.
Profile
Mr. Paul L.
Durso is a President & Founder at Insight Folios, Inc.
Mr. Durso was previously employed as a Principal by Morgan Stanley & Co., Inc.
He received his undergraduate degree from Liberty University.
He has earned several professional designations including a Certified Estate Planner by the National Institute of Certified Estate Planners, a Certified Wealth Strategist by the Cannon Financial Institute, and Certified Retirement Planner.
Paul Leonard Durso active positions
| Companies | Position | Start |
|---|---|---|
Insight Folios, Inc.
 Insight Folios, Inc. Investment ManagersFinance Insight Folios, Inc. is an independent registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Paul L. Durso in 2014. Insight Folios provides advisory services to individual clients and other investment advisors. | Chief Executive Officer | 30/11/2014 |
Former positions of Paul Leonard Durso
| Companies | Position | End |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31/10/2003 |
Training of Paul Leonard Durso
| Liberty University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Insight Folios, Inc.
Insight Folios, Inc. Investment ManagersFinance Insight Folios, Inc. is an independent registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Paul L. Durso in 2014. Insight Folios provides advisory services to individual clients and other investment advisors. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
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