Satish Survanshi

Senior Executive Vice-President
CFP®

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 in Washington, D.C., Satish also holds the CFP® (CERTIFIED FINANCIAL PLANNER™) certification.

Prior to his work with Morgan Stanley, Satish was a Senior Associate with Booz, Allen & Hamilton, where he directed projects related to the technical, regulatory and financial issues of government and industry.

In addition to a Bachelor’s degree in Mechanical Engineering from the University of Pune, Satish also holds an M.S. in Mechanical Engineering from Massachusetts Institute of Technology (MIT), and he completed courses in finance at the Sloan School of Management at MIT.

An involved member of the community, Satish has served on the Boards of 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. Satish has two children and two grandchildren. He loves hiking and skiing.

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