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Ajay B. Masand profile image

Ajay B. Masand

Portfolio Management Director Financ... at New York Life Insurance Co
Intro Book
Experienced financial advisor and portfolio manager with expertise in wealth management and investments.
  • Claim this Profile
Location
New York City Metropolitan Area, US
Languages
  • English -
  • Hindi Native or bilingual proficiency
Skills
  • Management
  • Investments
  • Portfolio Management
  • Strategy
  • Strategic Planning
  • Show all
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Bio

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Ajay B. Masand is a seasoned financial professional with 28 years of experience in portfolio management, wealth management, and investments. He holds an MBA from Bombay University-Jamnalal Bajaj Institute of Management Studies and a Bachelor of Economics from Bombay University-Sydenham College. He is a Registered Representative with FINRA and has worked with top financial institutions including Morgan Stanley, UBS, and Merrill Lynch.

Credentials

  • **Registered States** CA,CT,DE,FL,GA,HI,IL,MA,MD,NJ,NY,PA,SC,TX,VA
    FINRA
    May, 2020
    - Jun, 2026

Experience

  • New York Life Insurance Co
    • Portfolio Management Director Financial Advisor Senior Vice President
  • Morgan Stanley
    • Jericho, NY
    • Portfolio Management Director | Financial Advisor | Senior Vice President
      • May 2020 - Present
      • Jericho, NY

      © 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not respo...

  • UBS
    • 1055 Franklin Avenue, Garden City, NY 11530
    • Masand Wealth Management Group, Senior Portfolio Manager & Senior Vice Pr...
      • Dec 2008 - May 2020
      • 1055 Franklin Avenue, Garden City, NY 11530

      Financial Planning, Wealth Management & Portfolio Management

  • Morgan Stanley
    • Greater New York City Area
    • Wealth Advisor- Senior Vice President-Investments
      • Nov 1995 - Oct 2008
      • Greater New York City Area

      Wealth Management

  • Prudential Financial
    • Senior Vice President
      • Sep 1990 - Nov 1995

      Wealth Management

  • Merrill Lynch
    • Greater New York City Area
    • Account Executive
      • Jun 1987 - Sep 1990
      • Greater New York City Area

      Wealth Management

Education

  • 1977 - 1979
    Bombay University-Jamnalal Bajaj Insitute of Management Studies
  • Bombay University-Sydenham College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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