Uma Rajeshwar
Managing Director, BNY Mellon Wealth Management, Ohio
- Role
- Managing Director at Bny Wealth
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Uma Rajeshwar
I am an experienced practitioner and executive providing integrated Investment Management and Wealth Advisory Services to multi generational HNW families, Endowments & Foundations. I oversee a teams based framework that internalizes clients’ financial profiles, goals and aspirations, dispositive intent and legacy objectives, their desired margin of safety, and blend these into appropriate investment portfolios anchored to their evolving goals. I am credentialed in all disciplines that brings this approach to bear on the client experience. My extensive client service background, coupled with experience in management, finance, strategic planning, operations and technology positions me as a pragmatic player coach and change agent that strives to remain at the cutting edge of providing a seamless and satisfying client experience.
Experience
Managing Director
Dec 2023 — Present · Beachwood, OH, US
Provide integrated wealth advisory services to HNW individuals, multi-generational families and Endowments & Foundations.
Education
Jamnalal Bajaj Institute of Management Studies (JBIMS)
MMS - Master of Managment Studies, Business
National Trust and Graduate Trust Schools
American Bankers Association, Estate Planning & Fiduciary Services
University of Michigan
MBA, Business
1981 — 1983
Delhi University
Bachelor of Arts (B.A.), Economics
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