Ankit Sahu has 20 plus years of experience in wealth management, relationship management and business development. He was previously with Bank Of America, Merrill Lynch and UBS.  Ankit brings the value proposition of building long term strategies to his clients’ financial plans. He is dedicated to work with businesses and families in achieving desired results for them.  

With an MBA in finance and an undergrad degree in engineering, Ankit understands the new world and is able to advise clients on these new age companies.  He believes in sustainable investing and looks out for companies that have reliable and robust business models.

He is a resident of San Francisco and lives there with his wife and two boys. To him, relationships are what matters most.