4 PIOs among US' top wealth advisors: ForbesNRI Top Stories

August 05, 2016 06:41
4 PIOs among US' top wealth advisors: Forbes

The Forbes's list of  America's top wealth advisors includes four persons of Indian-origin. They are among 200 members named in the list who collectively manage $675 billion.

The Forbes 2016 'America's Top Wealth Advisors' list contains Raj Sharma and Ash Chopra both working in Merrill Lynch-Private Banking & Investment Group ranked 17th and 129 respectively.

While Sonny Kothari of Merrill Lynch Wealth Management is placed at number 176 and Raju Pathak of Morgan Stanley Wealth Management has been ranked 184.

According to the Forbes, the 200 members on the list serve clients that range from Silicon Valley billionaires, Wall Street titans to small business owners and family fortunes.

Forbes said that, "Most great fortunes have their roots in hard work, brilliant business decisions or savvy investing somewhere along the way (more often than not all three), but once the money is made, growing, preserving and passing it on to the next generation becomes paramount."  "That's where a wealth advisor can come in handy."

"Each of the 200 advisors on the list have one thing in common: they are trusted to handle the money of wealthy individuals and families, and will do whatever it takes to keep that trust," Forbes said.

Also Read: Indian-origin Pramila Jayapal wins Washington open primary!

Nandini

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