Satish Survanshi

Senior Executive Vice-President
CFP®

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As Senior Executive Vice-President of CIC Wealth, Satish Survanshi works with individuals and businesses to help develop and implement comprehensive investment programs and retirement plans. Formerly a Vice-President at Morgan Stanley Smith Barney in Washington, D.C. With a CFP® (CERTIFIED FINANCIAL PLANNERTM) certification, Satish continues to take courses in Advanced Retirement Planning.

Prior to his work with Morgan Stanely, Satish was a Senior Associate with Booz, Allen & Hamilton, where he directed the technical, regulatory and financial issues of government and industry projects. With an M.S. in Mechanical Engineering from Massachusetts Institute of Technology (MIT), Satish also completed courses in finance at the Sloan School of Management and, additionally, holds a degree from Pune University.

Satish has two grown children and two grandchildren. An involved member of the community, Satish has served on the MIT Alumni Association of Washington, D.C., the National Association of Americans of Asian Indian Descent (NAAAID), the India Cultural Coordination Committee, and Marathi Kala Mandal. He is a frequent speaker on financial and investment topics. He loves hiking, tennis, golf and skiing.