IBEF: August 05, 2016
New York: Forbes’ list of top 200 US wealth advisors includes four Indian-origin people, namely Mr Raj Sharma (17) and Mr Ash Chopra (129) of Merrill Lynch Private Banking & Investment Group, Mr Sonny Kothari (176) of Merrill Lynch Wealth Management, and Mr Raju Pathak (184) of Morgan Stanley Wealth Management. Wealth advisors affiliated with Morgan Stanley, Merrill Lynch and UBS dominate the top of the list and these 200 members on the Forbes' list collectively manage US$ 675 billion worth of wealth. Forbes stated that all of the 200 advisors are well-trusted to handle the money of wealthy individuals and families because of their expertise and hence deserved a spot in the list.
Disclaimer: This information has been collected through secondary research and IBEF is not responsible for any errors in the same.