Advisory Board Member Profile 2018

Kalpesh H. Patel
Morgan Stanley Wealth Management
Financial Advisor I The Burns Haurin Group
Areas of Expertise
Big Data & Marketing; Implementation Issues with Big Data
After working 17 plus years in the financial services industry in New York City, Kal moved to Montgomery County, PA and joined the Doylestown office of Morgan Stanley in 2017.
 
Professional Experience:
  • Kal spent the first 5 plus years of his career in marketing & analysis at investment management firms including Sanford Bernstein, Deutsche Asset Management, and Lazard Freres.
  • For the following 11 plus years he worked on the sell side as a stock/industry analyst at investment banking firms including Bear Stearns, Jefferies, and Barclays.
  • His formal education includes a BA from Tufts University with a major in Economics.
  • Kal has also earned the CFA® Charterholder designation and currently holds the Series 7, 63, 66 and 87 securities licenses.
 
Community Involvement:
  • Asha-for-Education Charity
  • CFA® Institute
  • Rotary Club International
·         Tufts University Alumni Association
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