Ami Shah work email
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CEO of Steward - helping first-gen high earners make the most of their money to take care of their families and live the life they choose. Harvard College, Harvard Business School, McKinsey New York Office, and Facebook Monetization team alum. Certified Financial Planner. My mission: to open up the 1%'s wealth strategies to a new generation of up-and-coming families who will become America's most successful families of tomorrow.Prior to starting Steward, I served as a c-suite advisor to multiple of the nation's largest wealth and asset managers and as a white-glove advisor to ultra-high net worth families. I saw two troubling trends: (1) investing options and tax law are getting more and more complicated (2) a pressing need for holistic easy-to-execute advice for families stuck in a no man’s land between DIY and ultra high net worth wealth advisors. Serving as your family’s financial decision maker is one of the most important roles many folks will take on in their lives. At Steward, we want to create a world in which everyone feels confident that they are making the right money decisions to take care of their families.Check if we're a good fit at www.oursteward.com
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Chief Executive OfficerSteward Jun 2021 - PresentWashington, Dc, UsSteward is wealth advisory firm, distinguished by its mission to serve first-generation high earners, democratizing access to the time-tested investment and financial strategy playbook that has traditionally been available only to America's wealthiest families. We help families answer questions like "am I on track?" "will I have enough to take care of my family and live the life I choose?", and "how can I optimize my investments and tax strategy to make the most of my money?"We serve as a dedicated personal family CFO to families we serve, providing expertise to navigate major money decisions, and to save you time and energy for family, work, and what you enjoy. Our services include Investment Strategy including Asset Allocation and Fund Selection, Investment Management, Financial Independence and/or Retirement Planning, Tax Optimization Planning, Intergenerational Planning including educating children on finances and estate planning, Education Funding Strategies, Parental Support Planning, Charitable Giving planning, and insurance planning (e.g., life, health, disability). As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which means we are legally committed in writing to put our clients' best interest first. We charge a flat fee of $5,000 in our first year of working together for a "spring cleaning" of your personal finances, with an option to continue to work together for ongoing service or "graduate" and self-serve. Learn more and check if we'd be a good fit at www.OurSteward.com -
Wealth AdvisorHemington Wealth Management Sep 2020 - Mar 2021Tysons, Va, UsProviding comprehensive investment management and advanced financial planning to successful high net worth individuals and families - specifically busy dual career couples / women execs - in need. Hemington has been one of the US' top 50 fastest growing fee-only RIA Firms for the past 5 years. It is fast approaching $1B in AUM, and is a nationally recognized thought leader in the industry on wealth management in general, and on women of wealth in particular. -
Engagement Manager - Wealth And Asset Management PracticeMckinsey & Company Dec 2015 - Aug 2020UsLed teams of associates and analysts in the wealth and asset management practice, advising the c-suites of many of the world’s largest financial companies (investment banks, asset managers, insurance providers, sovereign wealth funds) on strategy, digital marketing, advanced analytics, and operational efficiency topics. -
Associate Director Of MarketingJet.Com Jul 2015 - Nov 2015Hoboken, Nj - New JerseyJet.com, a fast growing and innovative e-commerce start-up, was acquired by Walmart for $3B, after reaching a $1 billion annual run-rate Gross Merchandise Value (GMV) and offering 12 million SKUs, with more than 400K new shoppers added monthly. -
Mba InternWalmart Ecommerce May 2014 - Aug 2014Bentonville, Arkansas, Us -
Monetization Group AnalystFacebook Jul 2012 - May 2013 -
Business Analyst - Wealth And Asset Management PracticeMckinsey & Company Oct 2010 - Jun 2012Us -
Intern - Consumer & Market KnowledgeProcter & Gamble Jun 2009 - Aug 2009Cincinnati, Ohio, Us -
InternInfosys Jun 2008 - Aug 2008Bangalore, Karnataka, In
Ami Shah Skills
Ami Shah Education Details
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Harvard Business SchoolWith Distinction -
Harvard University -
Northwestern UniversityWealth Management -
Greenwich High School -
Hopkins School
Frequently Asked Questions about Ami Shah
What company does Ami Shah work for?
Ami Shah works for Steward
What is Ami Shah's role at the current company?
Ami Shah's current role is CEO at Steward.
What is Ami Shah's email address?
Ami Shah's email address is am****@****sey.com
What is Ami Shah's direct phone number?
Ami Shah's direct phone number is +191747*****
What schools did Ami Shah attend?
Ami Shah attended Harvard Business School, Harvard University, Northwestern University, Greenwich High School, Hopkins School.
What are some of Ami Shah's interests?
Ami Shah has interest in Online Advertising, Business Strategy, E Commerce, Investing, Marketing, Asset Management, Supply Chain, Merchandising, Retail, Financial Services.
What skills is Ami Shah known for?
Ami Shah has skills like E Commerce, Strategy, Financial Modeling, Analytics, Strategic Consulting, Business Strategy, Marketing, Data Analysis, Analysis, Market Analysis, Online Advertising, Competitive Analysis.
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