Mark Twain said it best – the day you're born and the day you understand your purpose are pivotal. There are few matters in life as important as managing the assets and liabilities you have to achieve what you want out of life. So you should do this with the support of someone who truly loves what they do – not as a job, but as a deep commitment. I learned after 10 years of starting and running a business in a completely different industry that my professional love (my purpose) lies in financial markets, helping people, and working with a small group of committed families. My only regret is not starting many years earlier – but as with your financial planning – better late than never…
My team and I work closely with high net-worth individuals and families, helping them align the moving parts of their financial lives with their needs and wants.
Entrepreneurs, senior engineers, executives, turn to us for ideas, opportunities, and offerings that can have a measurable impact on their financial lives and legacies.
Being a former business owner, I understand the many demands on clients' time. We look to restore ease to clients' hectic lives, unwind financial complexity, and add valuable hours to their schedules.
A little about myself, specifically…
I was born in the Middle East, dividing my time between India, France, and Canada whilst growing up. Therefore, I welcome diversity of all forms, which I've seen adds great vibrancy to each client's story.
Professionally, I spent more than four years as a Financial Advisor with J.P. Morgan Wealth Management prior to joining Merrill. I began my advisory career in 2017 with Morgan Stanley. Prior to that, I spent 11 years as the founder and general manager of a company that designed, assembled, and marketed industrial thermal systems to a variety of industries. Although not directly related, the start-up experience provided me with a sound perspective on the demands and decision pressure that entrepreneurs and senior managers encounter.
Academically, I hold the Certified Trust and Fiduciary Advisor (CTFA) designation, sponsored by the American Bankers Association, earned my M.B.A. from Memorial University in Newfoundland, Canada, and my undergraduate degree from the University of Toronto, graduating with Academic Distinction.
Personally, in my (limited) time I enjoy sailing, hiking, and exploring the Bay Area. My wife and I reside on the Peninsula with our two sons and dog.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
