People

Nick Kavallieratos

Nick Kavallieratos

Formal First Name
Nicholas (Nick)
Link
Dates
1980 - present

Nicholas Kavallieratos is a Managing Director and Financial Advisor at Morgan Stanley Private Wealth Management, specializing in corporate and wealth management services. Supporting numerous high-net-worth individuals and corporations, Nick provides corporate solutions, capital preservation, family financial goals and proper succession planning, with focus on trust and security as well. Prior to joining Morgan Stanley, Nick worked for Citi in London. He also delivers comprehensive knowledge on equity compensation design, stock plan administration services and executive financial planning.

Professional Experience


Academic History

Accolades and Recognitions

  • Barron's Top 100 Financial Advisors, 2020
  • Barron's Top 1,200 Financial Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Forbes America's Top 250 Wealth Advisors, 2020