Michael Ruzek, CFP®, CIMA®

Senior Vice President, Institutional Consultant, Resident Manager, Senior Portfolio Manager

Direct:
(435) 645-2763(435) 645-2763
Toll-Free:
(888) 251-2570(888) 251-2570

Michael A. Ruzek is an Institutional Consultant and Resident Manager based out of the team’s Park City, Utah office. A seasoned professional with nearly 20 years of experience, Mike has dedicated his entire career to providing highly customized advice to private wealth clients, corporations and foundations around the country. He delivers a personalized approach that includes a thorough planning process and a commitment to outstanding service.
Upon graduating from the University of Utah, Mike joined Dean Witter, a predecessor firm of Morgan Stanley, as a Financial Advisor in 1998. Over the next 10 years, he worked at several financial institutions, including Wachovia Securities and Zions Investment Securities, before returning to Morgan Stanley in 2008. This collective experience provides Mike with a diverse set of skills and knowledge to help him guide and advise his clients in achieving their particular goals. He is currently a member of the Association of Professional Investment Consultants and Morgan Stanley’s Business Owners Advisory Council.
Over the years, Mike has developed a strong understanding of the institutional markets. He earned his Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania in 2007, and a year later, achieved the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards. These credentials enable Mike to remain on the forefront of the most effective strategies and create a more powerful client experience.
Mike is very active in his community. He is a Paul Harris Fellow, and has served on numerous nonprofit boards over the past 15 years. He is currently on the Board of the Park City Community Foundation and a member of the Investment Committee for the National Ability Center. Originally from New Jersey, Mike now lives in Park City with his wife, two children and Labrador Retrievers. He is an avid skier, mountain biker, fly fisherman and amateur meteorologist using weather buoys in Hawaii to forecast winter storms for the Wasatch mountain range.

Securities Agent: UT, TX, WY, WV, WI, WA, VA, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, KS, IN, IL, ID, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1255442
CA Insurance License #: 0E84433

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CRC# 2108324 (06/18)