Namita Kathuria
Morgan Stanley
West Friendship,
Maryland
Contact
How to contact
namita.kathuria@morganstanley.com and 443-622-4488
Professional Profile
Call Me When
A business owner who requires complex, holistic and comprehensive financial planning, philanthropic strategies, family office services, and intergenerational wealth transfer.
Professions
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Employee benefits
ESOPs
Family business
Fiduciary
Finance
Investments
Lending
Mezzanine
Private equity
Private placements
Retirement
Risk management
Strategic planning
Venture capital
Exit/Transition Planning
Professional Certification
Series 7 - Investments, Series 66 - Insurances, CEPA - Exit Planning Advisor, Financial Planning Specialist
Transition Planning Certification or Methodology
CEPA - Certified Exit Planning Advisor
Client Industries
Business Services
Consumer Services
Manufacturing
Media and Entertainment
Non-profit
Retail
Wholesale/Distribution
Advisor Resource Relationships
EPI
Chapter information
Membership
Maryland Individual
Member since
New Member
Why I'm a Member of XPX
My team and I can help with business succession planning, tax mitigation, retirement planning, and liquidity event strategies. We can work to managing the family's both personal and business assets.
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