They have been named on a list of 200 members who collectively manage $675 billion
India At Large Staff
Four Indian-origin persons have been named among America’s top wealth advisors by Forbes on a list of 200 members who collectively manage $675 billion. These four Indians are Raj Sharma, Ash Chopra, Sonny Kothari, and Raj Pathak.
While Sharma and Chopra have been ranked 17th and 129th, respectively, on the 2016 Forbes ‘America’s Top Wealth Advisors’ list, Kothari has been ranked 176th. The trio work for private banking & investment group, Merrill Lynch.
Pathak, who works for Morgan Stanley Wealth Management, is placed at the 184th rank.
Forbes said the 200 members on the list serves clients that range from Silicon Valley billionaires and Wall Street titans to small business owners and family fortunes.