Ajay B. Masand
Portfolio Management Director Financial Advisor Senior Vice President @Morgan Stanley
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WORK HISTORY
Portfolio Management Director Financial Advisor Senior Vice President @Morgan Stanley
Jericho, NY, US
2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/ajay.masand. The information or content is for US residents only and subject to the following disclosures: Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 20•••26CA Insurance License #: 40•••07
EDUCATION
Bombay University-Sydenham College
Bachelors, Economics
Bombay University-Jamnalal Bajaj Insitute of Management Studies
MBA, Finance
SKILLS
ABOUT AJAY B. MASAND
For over 33 years, Ajay has been serving the wealth management needs of successful high net worth medical & health care professionals, senior executives, and established business owners across the United States. He is also well versed with the financial needs and goals of business retirement/benefit plans, corporate executive services, non profit organizations & family foundations. Ajay\'s practice at Morgan Stanley provides clients access to the intellectual capital, planning experience, lending solutions and investment experience of Morgan Stanley\'s global organization. He develops customized plans for a select group of clients to help grow, manage & preserve significant family wealth for future generations. To implement these plans, he proactively coordinates strategy with clients\' other advisors, including tax and legal & estate professionals, in order to help provide white glove service to his select group of clients. NMLS#: 20•••26 CA Insurance License #: 40•••07
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