Kana Nakajima

Group Director

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(212) 761-9278(212) 761-9278

Kana Nakajima joined The Polk Wealth Management Group in August 2006, where she is currently the Group Director. Within the team, she also serves as the Chief of Staff. Kana focuses on fostering communication between the partners and the staff, including discussion of coverage ratios, group dynamic, distribution of workloads, and firm policies. Additionally, Kana leads and implements the team’s new hire and internship process, and provides family office services to the team’s clients such as total wealth reports, Donor Advised Fund administration, health and travel concierge, and expense management. She helps the team provide cash management and lending solutions including checking, credit cards, bill pay, and funds transfers.

Kana graduated cum laude from the Zicklin School of Business at Baruch College in New York City in 2007, with a major in Finance and Investments and a minor in Industrial Organizational Psychology. She currently holds the series 7 and series 66 licenses. Kana enjoys spin classes, traveling, attending live music shows, and spending quality time with her family and close friends.

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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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