Steven Ostrowski serves as a Portfolio Advisory Associate at CoastEdge Partners. Steven began his career at Morgan Stanley in Chicago with the Trailhead Retirement Planning Group that oversaw $4 billion in AUM. There he worked alongside the advisory team, developing personal wealth analyses for clients and collaborated closely with the team’s eight financial advisors as well as their clients.
Steven later served as a Financial Advisor at Merrill Lynch in San Diego, leveraging his experience in relationship management, holistic financial planning, and personalized financial analysis.
Steven holds a Bachelor’s of Business Administration and a concentration in Economics from the University of Iowa’s Tippie College of Business.