Kapil Mathur (Sugar Land Branch Manager) is a Managing Director at Morgan Stanley. He joined Morgan Stanley in 2010. He serves as Chief Investment Officer and Managing Partner of The Math Group, a team of nine professionals that serves leading families throughout the United States. Mr. Mathur is a Senior Portfolio Management Director and Financial Advisor, and is Co-Chair of the Firm’s 2,500+ member Multicultural Employee Networking Group. Mr. Mathur is a member of Morgan Stanley’s Chairman’s Club and is a perennial member of the Forbes Best in State Financial Advisor list.
Previously, Mr. Mathur was an investment banker, private equity investor, and consultant. He was with McKinsey & Company in Houston, Dell Corporate Strategy, and MSD Capital’s Private Equity group. He holds a B.B.A in Business Honors and Finance from the University of Texas at Austin and an M.B.A. from Harvard Business School. Mr. Mathur is a member of the Board of Directors of Magic Bus USA and the Cullinan Park Conservancy. He serves as President of Magic Bus Houston and is a Past President of the Harvard Business School Club of Houston.