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Angelo John Loumbas
About Angelo
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New York for 23 years
State: New York
Acquired: 2002
No misconduct found
Licensed in Illinois for 32 years
State: Illinois
Acquired: 1993
No misconduct found
Location
Morgan Stanley
70 W Madison St Ste 200, Chicago, IL, 60602-4218
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Experience
Honors
2008
Host Recognition Award, Open World Program
Work Experience
2010 - Present
Executive Director--Wealth Planning Director, Morgan Stanley
2008 - 2010
Wealth Strategist, US Trust
1998 - 2008
Attorney at Law, Partner, Eckhart Kolak, LLC
Associations
2010 - Present
Society of Trust and Estate Practitioners
2008 - Present
Chicago Estate Planning Council
Education
1993
Indiana University School of Law
JD - Juris Doctor
1990
Notre Dame Law School
JD/MBA - Juris Doctorate and MBA
1988
DePauw University
BA - Bachelor of Arts
Speaking Engagements
2014
Planned Giving Roundtable
Charitable Giving--Gift Vehicles 101
2014
Education Seminar Series
Succession Planning for Businesses
Languages
English