Sylvia Han

Wealth Management Advisor, Vice President, Morgan Stanley

Metro Region: Lexington, MA

Member Since: 2023

Sylvia S. Han, CFA, CFP, CSRIC is a Vice President at Morgan Stanley, where as a Wealth Management Advisor she provides customized wealth planning and investment advice to families and corporate executives to support their pursuit of retirement, family, philanthropic, and business goals. Her experience also includes providing advice for institutional clients as a Managing Director at Wellington Management Company, where she was a global equity portfolio manager and analyst.

Sylvia volunteers as an advisory board member for the Cary Library Foundation and the Boston Lyric Opera. In addition, she serves as a committee member of The Boston Club and The President’s Council of Cornell Women. Her work with the Korean community includes serving as President of her town’s Korean community organization and a member of CKA’s Boston Chapter.

Sylvia earned an undergraduate degree in economics from Cornell University, and later received an MBA from Boston University. She holds the Chartered Financial Analyst ® (CFA®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is a member of the CFA Institute and the Financial Planning Association. In addition, she is a Chartered SRI Counselor™ (CSRIC®).