Sumit Mehta
Strategy | Finance | Investments | Management | Business Growth
- Role
- Senior Financial Advisor at Pure Financial Advisors, Llc
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Sumit Mehta
Sumit is a CEO, CFO, Board Director, Consulting Advisor and Public Speaker with tangible impact on business expansion and EBITDA growth. An EXECUTIVE with tenacity and empathy who inspires teams to exceed objectives, Sumit is also an ENTREPRENEUR who built 1) MAZAKALI, a San-Francisco based Investment Advisory and Banking practice, and launched 2) Empirical Brewery, a craft beer pioneer in Chicago. Sumit’s ABILITY TO DRIVE REVENUE spans 25+ years with large Wall Street firms (UBS, Raymond James, JP Morgan, Susquehanna) as well as smaller Investment Advisers (Fiducient, NorthRock) and his own businesses (Emerald Ventures, MAZAKALI). Sumit has built and expanded multi-million dollar revenue streams several times over this time-span. As a BOARD MEMBER and STRATEGIC CONSULTANT, Sumit combines his multi-national experience with practical, hands-on leadership gained via his entrepreneurial ventures. A former 1871 and Arcview Group mentor, Sumit has guided and coached multiple startups to profitability and expansion. A recognized PUBLIC SPEAKER, Sumit has keynoted 50+ conferences around the world with expertise in strategy, investment and entrepreneurship. A CERTIFIED FINANCIAL PLANNER® professional, Sumit has earned an MBA from the University of Michigan and a BA with Honors in Economics from the University of Texas at Austin. He holds investment banking, brokerage, M&A and investment advisory securities licenses as well as a Certificate in Financial Technology from Harvard University. Sumit enjoys motorcycles, yoga and the great outdoors.Leadership | Strategic Vision | Management | Culture | Sales | Inclusion | Change Management |Investment Advisory | Private Equity | Public Speaker | Published Author | Relationship Management
Experience
Senior Financial Advisor
Nov 2022 — Present · San Diego, CA, US
A CERTIFIED FINANCIAL PLANNER® professional with Pure Financial Advisors, Sumit uses his financial markets experience to help clients live their best lives. His core passion for helping others drives collaborative and consultative solutions to simplify the complex financial landscape many of us find ourselves in today. Sumit’s empathy and knowledge drive client confidence in their financial decision-making.
Education
The University of Texas at Austin
BA, Economics with Honors, Minors in Physics and Math
1993 — 1996
University of Michigan - Stephen M. Ross School of Business
MBA, Business Administration and Management, General
2001 — 2003
Skills
- Investment Strategies
- Alternative Investments
- Equity Research
- Financial Markets
- Trading
- Asset Management
- Valuation
- Series 63
- Bloomberg
- Capital Markets
- Series 7
- Portfolio Management
- Wealth Management
- Derivatives
- Asset Managment
- Investments
- Investment Management
- Strategy
- Equities
- Securities
- Financial Services
- Equity Trading
- Hedge Funds
- Banking
- Mutual Funds
- Finance
- Electronic Trading
- Emerging Markets
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