Shahriar Chowdhury

About Shahriar Chowdhury

I provide comprehensive investment management and planning services to a select group of families and organizations. My mission is to serve as my clients’ “Chief Financial Officer” – acting as a trusted financial steward and long-term strategic partner while developing customized solutions that align with their unique needs. As the team’s lead for institutional and business owner services, I focus on equity investments and alternative strategies to help families and organizations pursue innovative growth opportunities. Throughout my career, I have been honored to receive several awards and acknowledgements for my service. I earned an MBA from the Smith School of Business at the University of Maryland and completed an Executive Certificate program in Financial Planning at Georgetown University.Prior to becoming a Financial Advisor, I was an Officer in the United States Army Field Artillery Branch. I served as a Platoon Leader and Battery Executive Officer with the 1st Armored Division, where I conducted patrols in Baghdad, Iraq, and led over 100 soldiers in combat operations. Before my Honorable Discharge in 2005, I attained the rank of Captain. Today, I am a member of the Iraq and Afghanistan Veterans of America and the Army and Navy Club in Washington, D.C.Away from the office, Sha enjoys hiking, traveling, and actively training in Brazilian jiu-jitsu. My wife, Sylke, and have two children, Sami and Sumaiya.This information is intended for use by residents of AL, AR, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TN, TX, UT, VA, and WA only.CA Insurance License Number 40•••08. Resident State: and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Senior Vice President-investments, Senior Financial Advisor

   Wells Fargo Advisors

   Mar 2025 — Present · Washington, DC, US

Education

• Pace University-Pleasantville/Briarcliff Campus

  B.A.

  1997 — 2001

• Fordham University

  Army ROTC

  1997 — 2001

• University of Maryland - Robert H. Smith School of Business

  Master of Business Administration (MBA)

  2015 — 2017

• Georgetown University

  Executive Certificate, Financial Planning

  2007 — 2008

Skills

• Financial Analysis
• Fixed-Income Strategies
• Estate Invesment Planning
• Organizational Leadership
• Etfs
• Retirement
• Bonds
• 401k
• Business-Owner Planning
• Deferred Compensation
• Intelligence Analysis
• Options
• Army
• Estate Planning Strategies
• Asset Allocation
• Mutual Funds
• Risk Management
• Concentrated Stock Management
• Investments
• Process Improvement
• Equities
• Operational Planning
• Financial Services
• 401k Planning
• Retirement Planning
• Dod
• Stock Analysis
• Sales
• Exchange Traded Funds
• Leadership
• Investment Strategies
• Alternative Investments
• Multi-Generational Wealth Planning
• Employee Benefits
• Securities
• Training
• Tax-Efficient Strategies
• 401k Rollovers