Kapil Mathur

Background

About Kapil Mathur

Kapil Mathur (Sugar Land Branch Manager) is a Financial Advisor and Managing Director at Morgan Stanley. He joined Morgan Stanley in 2010 and serves as Chief Investment Officer of The Math Group at Morgan Stanley, a team of sixteen professionals that serves leading families throughout the United States. Mr. Mathur is a Senior Portfolio Management Director, a member of the National Diversity and Inclusion Council, and has served as Co-Chair of the Firm’s 2,500+ member Multicultural Employee Networking Group. Mr. Mathur is distinguished as a Forbes Best-in-State Advisor (2019-2024) and ranked in by Barron's as one of the Top 1200 U.S. Financial Advisors from 2020-2024. He was a member of Morgan Stanley Chairman's Club in 2021 and President's Club in 2022. 2019-2024 Forbes Best-in-State Advisor Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. 2020-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2020-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. Awards Disclosures: