Sharam Pavri

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. Given my personal experience in starting and running a business over 10 years, I spend the bulk of my time working with business owner-operators in conversations ranging entity selection at formation, taking advantage of various trust structures through the years of operation, and exit planning, including next-gen hand-off, pre-IPO planning, and outright sale.

Personally, 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. In my (limited) spare time I enjoy sailing, hiking, and exploring the Bay Area. My wife and I reside on the Peninsula with our two sons and dog, Cali!

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, from automotive to pharmaceuticals. 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.