SHOREHAVEN WEALTH PARTNERS - Key Persons

Job Titles:

• Business Development Associate

Job Titles:

• Chairman
• Founding Partner
• Wealth Advisor

Since 1978, Lawrence Durso has been in the Financial Services Industry. He has primarily focused on creating solutions for unique problems typically associated with high net worth clients and their families. He holds a Bachelor's Degree (summa cum laude) from St. John's University and a Master's Degree from Columbia University. He has appeared in "As Seen In …" in Bloomberg Businessweek, Fortune and Money magazines. He has been quoted in trade publications such as Registered Representative and was featured in the Prudential Financial National Seasoned Broker ad campaign. Larry founded ShoreHaven Wealth Partners in 2020 with his son Michael and Michael Lombardi. Most recently he had led the Durso Wealth Management Group at Morgan Stanley, where he was a Managing Director- Wealth Management. Away from the office, Larry is active in several charitable organizations, including St. John's University (past President of the SJU Staten Island Alumni Association) and the Daughters of Saint Paul. He is currently Chairman of the Board of Directors for the Lt. Dennis W. Zilinski II Memorial Fund, also a member of the Algonquin Arts Theatre Board of Trustees and an active Supporter of the Society for the Prevention of Teen Suicide. Larry resides in Shrewsbury, NJ with his wife, Patricia.

Job Titles:

• CEO
• Founding Partner
• Investment Specialist

A co-founder and Chief Investment Officer (CIO) of ShoreHaven Wealth Partners. As CIO, he is responsible for oversight of ShoreHaven's asset allocation, manager selection, and investment strategy. Michael has over a decade of experience in the financial services industry and has worked with clientele ranging from pensions, foundations, endowments, home offices and financial advisors to successful professionals and their families. He began his career at AllianceBernstein in 2006, where he worked with financial advisors as a Senior Regional Consultant. In 2009, he joined BlackRock, where he was a Vice President within the iShares ETF business. Prior to joining Morgan Stanley, he worked at SKY Harbor Capital Management, where he was responsible for relationship management in the Americas. In 2016, he decided to leave the asset management business and join the Durso Wealth Management Group at Morgan Stanley. Mike sought to bring his diverse background in asset management to the family business and leverage his institutional experience within wealth management.

Job Titles:

• CFP®, a Planning Strategist
• Founding Partner, Chief Planning Officer

Together, this team of industry-credentialed professionals offers a well-rounded, expert approach to holistic wealth management. And because of the relationship between Larry and his son Mike, the team brings a particularly insightful perspective to understanding the impact of family dynamics on the management of wealth across generations.

Job Titles:

• Director of Relationship Management, Chief Compliance Officer

Sheryl's primary function is to run the day-to-day operations of the team. She acts as a liaison between the back office, branch operations and the client. She oversees all aspects of client operations and is dedicated to delivering excellent client service. Sheryl also coordinates all staff functions. She began her career in the financial services industry in 1993 as a branch administrative assistant and joined the Durso Wealth Management Group in 1995. Sheryl holds a bachelor's degree from Seton Hall University.