Photo: Courtesy Yash Talreja/Morgan Stanley
Morgan Stanley (NYSE: MS) recently announced the formation of the San Francisco East Bay Team led by Yash Talreja, financial advisor and Wenxin Yu, financial advisor and financial planning specialist in the firm’s Wealth Management office in Pleasanton, Calif.
San Francisco East Bay Team focuses on impact investing, helping their clients drive environmental and social progress and equality for women through their investments while creating competitive returns.
Talreja, who has been a Financial Advisor with Morgan Stanley Wealth Management since 2016, is a native of Delhi, India. He holds a master’s degree in computer engineering from the University of California, Davis, and a bachelor’s degree from the Indian Institute of Technology Delhi. He currently lives in Fremont with his wife and two daughters.
Yu has been a Financial Advisor with Morgan Stanley Wealth Management since 2016. She has a doctoral degree in polymer science from the University of Akron, Ohio, and a bachelor’s degree from Nankai University. Yu currently lives in San Ramon with her family.
“Ensuring that more women are working and leading in the workplace is simply good business, and in many cases, it may lead to better profitability and higher returns for investors,” Talreja said. “As a father of two daughters, I personally care about this conversation. By teaming together, Wenxin and I aspire to serve as an example of workplace diversity.”
“Our clients want to make a positive impact on the world in a way that reflects their personal values, but they do not want to sacrifice returns,” said Yu. “Our goal is to help our clients use their investments to drive positive social and economic change and advance women globally while also generating competitive financial returns.”
The San Francisco East Bay Team can be reached at (925) 730-3800, or via web at fa.morganstanley.com/yash.talreja.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management. With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
Important Information:The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
© 2018 Morgan Stanley Smith Barney LLC, member SIPC.