Nick Kavallieratos
Nick Kavallieratos is a Managing Director, Financial Advisor, and Executive Financial Services Director at Morgan Stanley Private Wealth Management. Supporting numerous high-net-worth individuals and corporations, Nick provides corporate solutions, capital preservation, family financial goals and proper succession planning, with focus on trust and security. He also delivers comprehensive knowledge on equity compensation design, stock plan administration services and executive financial planning. Prior to joining Morgan Stanley, Nick worked for Citigroup in London.
Nick Kavallieratos Professional Experience / Academic History
Professional Experience
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Managing Director, Financial Advisor, and Executive Financial Services Director
Academic History
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Bachelor of Science, Banking, Corporate Finance and Securities Law
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2020 - 2024
Forbes Best-in-State Wealth Advisors, 2020 - 2024
Barron's Top 1200 Financial Advisors, 2024
Barron's Top 100 Financial Advisors, 2018 - 2024
Barron's Top Private Wealth Management Teams, 2020 - 2022
Financial Planning Magazine 40 Under 40
MEDIA & PUBLICATIONS
Nick has been featured and recognized by various financial media outlets and publications.
He has appeared in Forbes, Barron's, Financial Times, Bloomberg, and the Wall Street Journal, among others.