Vrinda Upadhye
Private Wealth | Family Office | Business Exit Strategy | Philanthropic Strategy
- Role
- Wealth Manager at BNY
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Vrinda Upadhye
As an experienced wealth management professional, I work with a diverse range of high-net-worth individuals, family offices and institutions to help them grow and protect their wealth. I provide clients with the resources they need to efficiently manage their investments, trusts, estates, endowments, foundations, private trust companies, family partnerships and multi-generational assets.Along with my teammates, I work to deliver timely, unbiased investment advice across all markets and asset classes, while also providing unique credit and trust & estate planning strategies that unlock liquidity and help plan for future generations.Above all, I strive to create value and provide financial peace of mind for clients and their families.*CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Experience
Wealth Manager
May 2023 — Present
Education
Georgia Institute of Technology
Masters of Business Administration, MBA
1999 — 2001
Walchand College of Engineering(A Govt. Aided Autonomous Institute),SANGLI-M.S
Bachelor's Degree
1991 — 1995
Skills
- Financial Analysis
- Seperately Managed Accounts (Sma)
- Morningstar Direct
- Portfolio Management
- Competitive Analysis
- Wealth Management
- Hedge Funds
- Zephyr Style Advisor
- Private Equity
- Asset Allocation
- Mutual Funds
- Certified Financial Planner
- Valuation
- Series 7
- Asset Management
- Investments
- Series 66
- Etfs
- Chartered Financial Analyst
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