Profil
Ms. Radhika Mehta-Sharan, CFA MBA, is a Wealth Partner at JPMorgan Private Wealth Advisors LLC.
She is also a Managing Director at the firm.
She earned her Bachelor of Arts degree in English from Delhi University.
She also earned her MBA in Finance from the New York Institute of Technology.
Ms. Mehta is a CFP certification holder, a CFA charterholder, a Certified Investment Management Analyst professional and a Chartered Retirement Planning Counselor.
Additionally, she holds the professional designations of Certified Exit Planning Advisor and Certified Plan Fiduciary Advisor.
Postes actifs de Radhika Mehta-Sharan
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 01/08/2022 |
Formation de Radhika Mehta-Sharan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
New York Institute of Technology
New York Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Delhi
University of Delhi Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















