Sandeep Belani

About Sandeep Belani

Sandeep Belani joined The Polk Wealth Management Group at Morgan Stanley in 2010, where he is currently a Partner, the Team’s Co-Chief Investment Officer, and Head of the Polk Institutional Group. He directs portfolio allocation, portfolio construction and risk analytics for the Team’s institutional and individual clients. In addition, he also manages the Team’s discretionary equity portfolio, which is utilized by clients as well as other advisors within the Firm. Prior to joining the Team, Sandeep had been a financial advisor at Morgan Stanley since 2006. Sandeep built his practice with a focus on managing discretionary portfolios for his clients and other advisors within the Firm. He has over 20 years of experience trading equities, options, and futures. During his career, Sandeep has developed an analytical framework to determine market and industry trends and uses this framework to add a tactical element to portfolio construction.Sandeep is a member of the Firm’s Portfolio Management Group, and holds several securities licenses including the Series 7, 66, 31, and 3 (Commodities and Futures). He is also a member of The Economic Club of New York.He graduated cum laude from Syracuse University with a B.S. in both Finance and Entrepreneurship. Sandeep lives in Long Island City with his wife and two sons.Securities Agent: OR, TN, ME, WA, SD, UT, NM, ID, OH, NJ, PR, NY, WY, SC, TX, NV, VA, VT, NH, PA, KS, IN, OK, RI, MT, MD, MI, KY, MA, NC, MN, GA, MO, IL, LA, CA, DC, FL, HI, AK, DE, AZ, CO, CT, NE; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed FuturesNMLS#: 12•••86

Experience

1. Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management

   Morgan Stanley

   Feb 2006 — Present

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Education

• Syracuse University - Martin J. Whitman School of Management

  BS, Finance, Entrepreneurship

  1996 — 2000