Amit grew up watching his dad, a pulmonary physician, help others. He was most impressed by his father’s bedside manner and the way his dad cared for people, patiently explaining complex medical subjects and displaying kindness and compassion toward their families. That level of caring has carried over to how Amit conducts his own practice: providing his clients with a standard of care that is both old school and new, as it is complemented by Morgan Stanley’s advanced technology and global resources.
Amit and his partners manage approximately $508 million (as of September, 2023) in assets for physicians, business owners, professionals and retirees. He joined Morgan Stanley roughly 30 days after graduating from college in 2005. The following year he became a member of Morgan Stanley’s prestigious Pacesetters Club, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first-class client service within their first five years. He later took on a branch manager role in Butler, PA for two years. That led to a promotion to branch manager of an office in Sewickley, an important branch in the region—and the country. From 2012-2022, he was honored as a “Five-Star Wealth Manager” by Pittsburgh Magazine, an award given to advisors who demonstrate excellence in their field. Developing strong relationships with his clients – communicating, educating and working with them to find solutions – is what he loves most about his work.
In addition to advising his clients, Amit currently serves on the management team of the Northern Ohio-Western Pennsylvania Market as the Branch Manager for the Sewickley office. In this role, he oversees more than 40 employees and $10.4 Billion (inclusive of non-custody assets as of January, 2022). On Wall Street publication has named him as one of the industry's top 100 branch managers in 2017 and one of the industry’s top 75 branch managers in 2018. In 2019 and 2022, Forbes named Amit as a “Next Gen Best In State Wealth Advisor” as one of the country’s top advisors under the age of 40 representing the future of the wealth management industry. In 2021, Amit was promoted from Senior Vice President to Executive Director due in part to numerous long-term accomplishments at Morgan Stanley. Finally, in 2022, Forbes named Amit to its 2022 list of “Best-In-State Wealth Advisors,” an accolade that reflects his commitment to his clients as well as his firm.
Although his roles are seemingly a 24-hour commitment, Amit makes sure to find time for his community and giving back. He and his wife Elizabeth have made altruism an important part of their lives. Indeed, it has turned into a passion: Amit regularly sits on multiple nonprofit boards and advocates for about a dozen other nonprofit organizations, including the Cystic Fibrosis Foundation, for which he and his family have raised more than $230,000.
Morgan Stanley’s National Diversity Council is another area where Amit has contributed for nearly five years. He recently served as one of its co-chairs- one of his greatest honors. Prior to being asked to chair the National Council, Amit had co-founded a local diversity council in Pittsburgh. He is dedicated to increasing awareness of how diversity and inclusion can spur innovation, improve client service and enhance financial performance.
He graduated from Hamilton College as Dean’s List student with a B.A. in Mathematics and a minor in Economics. He holds the Series 7, 9, 10, 31, 66, and Pennsylvania Life, Accident & Health Insurance Licenses. Amit has also earned the highly regarded Certified Financial Planner® and Certified Investment Manager Analyst® designations.
Amit, Elizabeth and their daughters, Annika and Ava reside in Fox Chapel, Pennsylvania. When not helping his clients, he enjoys spending time with his family, working out, golfing, playing paddle tennis and watching college lacrosse, which he played at Hamilton. He is a member of the Sewickley Heights Golf Club.
Amit credits his parents with giving him his drive and dedication. He is extremely grateful for the opportunity Morgan Stanley has given him; and joined the Firm in large part due to its commitment to client service. Like his father, he takes the most pride in caring for his family, clients and employees.
2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria, during the following periods:
2012 Award - 10/07/2011 - 04/19/2012
2013 Award - 10/07/2012 - 04/19/2013
2014 Award - 10/07/2013 - 04/19/2014
2015 Award - 10/07/2014 - 04/19/2015
2016 Award - 10/07/2015 - 04/19/2016
2017 Award - 09/27/2016 - 04/11/2017
2018 Award - 09/28/2017 - 04/17/2018
2019 Award - 09/17/2018 - 04/12/2019
2020 Award - 09/16/2019 - 04/10/2020
2021 Award - 09/07/2020 - 04/23/2021
2022 Award - 09/27/2021 - 03/25/2022
2023 Award - 09/12/2022 - 03/31/2023
2024 Award - 10/04/2023 - 03/29/2024
2019, 2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes Best-In-State Wealth Advisors:
Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24.
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
https://www.morganstanley.com/disclosures/awards-disclosure.html
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