John Kremidas

About John Kremidas

I direct the design, implementation, and continuous improvement of business operations for a leading wealth management team, with an emphasis on delivering a sophisticated, client-first experience.Our team advises high-net-worth individuals, families, corporate leaders, and entrepreneurs across the full spectrum of their financial lives. We develop tailored strategies encompassing legacy and multigenerational planning, tax-aware portfolio structuring, and comprehensive risk management — all focused on preserving wealth, supporting lifestyle priorities, and advancing long-term ambitions.I hold Series 7 and Series 66 licenses.Our services include:Wealth ManagementEstate Planning StrategiesComprehensive Financial PlanningEducation FundingSpecial Needs and Guardianship PlanningRetirement PlanningTrust AccountsStock Plan ServicesAlternative InvestmentsStock Option PlansSocially Responsible Investing

Experience

1. Director of Business Strategy

   Morgan Stanley

   Jan 2022 — Present · New York, NY, US

Education

• Pace University

  BA, Political Science, Pre-Law minor

  2007 — 2011

Skills

• Wealth Management Services
• Investment Strategies
• Finance
• Portfolio Management
• Wealth Management
• 529 Plans
• Investments
• Educational Planning
• Microsoft Office
• Cash Management
• Financial Risk
• Asset Management
• Series 66
• Securities
• Market Research
• Financial Planning
• Asset Allocation
• Financial Analysis
• Financial Operations
• Series 7
• Financial Services
• Retirement Plans
• 401k Rollovers