Pleasanton, California – Morgan Stanley announced that Yash Talreja, a Financial Advisor in its Wealth Management office in Pleasanton, has been named to the Firm’s Pacesetter’s Club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.
Yash Talreja, a native of Delhi, India, holds a master’s degree in computer engineering from U.C. Davis and a bachelor’s degree from the Indian Institute of Technology, Delhi. As a first generation immigrant from India, his strength lies in understanding the unique needs, aspirations, hopes and fears of the SF Bay Area’s vibrant immigrant community. He helps them invest without taking undue risk.
This accolade recognizes consistent creativity and excellence in providing a wide range of wealth management services to clients. In addition to demonstrating leadership through best practices of wealth management, the recognition program acknowledges outstanding performance in many areas, including conduct and compliance standards.
Yash started his career with Oracle Corporation, rising quickly to upper management roles. He served as a Vice President at PeopleSoft, moving on to hold leadership roles at Televoke Inc., Amazon and others. Prior to joining Morgan Stanley, Talreja founded, led, and served as a board member of many start-ups in the social networking and e-commerce arena. His analytic background helps him analyze market trends, evaluate various investment choices and construct a portfolio that helps best meet his client’s goals.
Yash’s team focuses on impact investing, helping clients drive environmental and social progress and equality for women through their investments while creating competitive returns. He currently lives in Fremont with his wife and two daughters.
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, banking services, annuities and insurance, retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 41 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.
Morgan Stanley Wealth Management Pacesetter’s Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is of course no guarantee of future performance.
