Sana Bao

Financial Advisor at Morgan Stanley

Sana Bao is a Financial Advisor at Morgan Stanley, dedicated to guiding her clients toward sustainable financial success and long-term wealth management. With a deep understanding of capital markets and global business development, she leverages her expertise to help individuals and institutions navigate complex financial landscapes.

Before joining Morgan Stanley, Sana was a seasoned investor relations and capital markets professional, specializing in international business development and equity investments. She played a pivotal role in facilitating IPO processes for major Chinese conglomerates on NASDAQ and the NYSE. Her experience includes working closely with boards and C-suite executives to manage investor relations for leading large-cap China ADRs.

Sana holds a Master’s degree in Advanced Management and Finance from Columbia University and a Bachelor of Business Administration in Accounting from Xi’an University of Finance and Economics. An avid equestrian since childhood, she won a horseback riding championship in middle school. Outside of work, she enjoys playing tennis at local clubs and paddling with the Columbia Lion Dragons team.