Nick Kavallieratos Managing Director-Wealth Management, Financial Advisor Nick Kavallieratos at Morgan Stanley

Nick is a managing director at Morgan Stanley, specializing in corporate and wealth management services. With over $2 billion in assets under active management and supporting over 75 public corporations, Nick strives to provide each individual client and corporate relationship with a level of assurance on developing corporate solutions, capital preservation, family financial goals and proper succession planning. Trust and security is the cornerstone of Nick’s business practice. A graduate with a finance degree from Lehigh University, Nick spent several years working for Citi in London within corporate services and the investment bank, helping to develop from the grassroots level an automated solution and platform for global private and public corporations. As a native New Yorker, Nick developed a team of subject matter experts focused on providing corporate solutions to public and private companies on equity compensation, financial reporting and financial educational training. Nick provides comprehensive knowledge on equity compensation design, stock plan administration services and executive financial planning. His team of 17 members offers the breadth and resources available at Morgan Stanley.

At a Glance

Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2019 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.

back to top