Kamesh Nagarajan is a Senior Vice President and Senior Portfolio Management Director at Morgan Stanley with over 18 years of experience. He focuses on helping corporate executives with their overall wealth planning, including integrating corporate benefits and concentrated stock planning, and in advising physicians and entrepreneurs on holistic wealth management issues. He is also an International Client Advisor, working with Indian citizens or residents who want to have a US based wealth management portfolio.
Mr. Nagarajan has a Bachelor of Arts degree in Economics from Vassar College and a Juris Doctor with honors from Syracuse University College of Law. He is a national speaker on various financial topics and has written many finance articles for various publications. In addition, he has appeared on CNBC, Fox Business News, CBS and Forbes.com as an expert on various financial topics. Mr. Nagarajan is the President of Ascend-NY and a Charter Member of The Indus Entrepreneurs (TIE-NY). He is actively involved with Lend-A-Hand India and the American India Foundation (AIF). Mr. Nagarajan is also active with The Columbia Business School—Eugene Lang Entrepreneur Center as a sounding Board mentor and a mentor in The Columbia Mentorship Program for Entrepreneurs (CMPE) since 2010.
In 1997, Mr. Nagarajan served as the Vice Chairman of the India Community Center of Rochester. He also served on the Board of Directors of the Rochester Area Community Foundation. In 2006, Mr. Nagarajan was a founding member of DIAL (Development of Indo-American Leaders) and a previous Vice Chairman of the India Community Center of Rochester. In 2010, Mr. Nagarajan was honored by Ascend at their national gala with their High Impact Leaders Award for professional accomplishments and for positive impact and contributions to the Asian American Community. At Morgan Stanley, Mr. Nagarajan is a member of The Morgan Stanley President’s Club (2015) for top advisors at the firm. Kamesh was also a panelist at the 2013 Barron’s Top Advisor Diversity Summit.
Kamesh resides in Manhattan with his wife Ami and their seven year old twins, Anya and Prem.