Talk to sales Try for Free
Kapil Mathur

Kapil Mathur

Branch Manager, Senior Portfolio Management Director, Family Wealth Director & Financial Advisor

location of Kapil MathurGreater Houston

Connect with Kapil Mathur to Send Message

Connect

Connect with Kapil Mathur to Send Message

Connect

  • Timeline

  • About me

    Managing Director, Financial Advisor, Branch Manager, Wealth Management at Morgan Stanley

  • Education

    • Harvard Business School

      2005 - 2007
      MBA

      Activities and Societies: Co-President, South Asian Business Association

    • The University of Texas at Austin

      1997 - 2001
      B.B.A. Business Honors and Finance

  • Experience

    • Morgan Stanley

      Apr 2010 - now
      Branch Manager, Senior Portfolio Management Director, Family Wealth Director & Financial Advisor

      Custom portfolio management and concierge financial advisory services for select families throughout the United States. Selectively adding new clients - please contact my team for more information.Disclaimers: ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html-NMLS#: 1252928 Show less

  • Licenses & Certifications

    • NMLS

      Nationwide Mortgage Licensing System
      Jan 2015

  • Honors & Awards

    • Awarded to Kapil Mathur
      2019 -2024 - Forbes Best-in-State Advisor - 2019 -2024 - Forbes Best-in-State AdvisorSource: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Kapil Mathur
      2020-2024 Barron's Top 1,200 Financial Advisors: State-by-State - 2020-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)Source: Barrons.com (Awarded 2020-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Kapil Mathur
      2024 Forbes's Best In-State Wealth Management Teams - The Math Group at Morgan Stanley was ranked in Forbes's Best In-State Wealth Management Teams of 2024 in South Texas.2024 Forbes Best-In-State Wealth Management TeamsSource: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Kapil Mathur
      Morgan Stanley Clubs - Chairman's Club in 2021. President's Club in 2020 and 2022. Master's Club from 2017-2019.
    • Awarded to Kapil Mathur
      Morgan Stanley Community Leadership Award - One of two recipients at the 2022 National Manager's Meeting.