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Denis Poljak
CPM®, CIMA®, CFP®
SENIOR VICE PRESIDENT
WEALTH ADVISOR
PORTFOLIO MANAGEMENT DIRECTOR
t Ph.D. in economics, University of Sarajevo in Bosnia- Herzegovina
t Certified Portfolio Manager (CPM®), Columbia University in New York
t Certified Investment Management AnalystSM (CIMA®), University of Pennsylvania’s Wharton School of Business
t Certified Financial Planner (CFP®)
t M.B.A., Louisiana Tech University
t Bachelor’s degree in accounting and business administration, Centenary College of Louisiana
t 25 years of industry experience
t Joined Morgan Stanley in 2009 and established King Poljak Group at Morgan Stanley with his brother, Davor Poljak, and John King; the group was renamed Poljak Group at Morgan Stanley in 2018 upon John King’s retirement
t Committee of 100 member
t Rotary Club of Shreveport member & Paul Harris Fellow t Ark-LA-TexAmbassador
