Atif Siddiqi is a Vice President and Portfolio Management Director at Morgan Stanley. He has worked in Financial Services for almost 20 years, with specific experience in: Overall financial planning skills to help clients structure and implement strategies to meet their financial goals. Divesting concentrated stock positions into more diversified portfolios, specifically for clients who hold concentrated positions through stock option plans. Working with institutional clients to help organizations maximize their assets and bolster their employees 401(k), financial benefits, and wealth education efforts. Managing portfolios on a discretionary basis, with authorization to trade and make investment decisions on his clients behalf to help achieve their investment goals. High-level service, providing comprehensive, streamlined, and personalized advice for clients. Managing investments for many foundations and endowment fundswell-versed in the intricacies of working with boards or groups to manage investments.