Ami Shah

Ami Shah Email and Phone Number

CEO at Steward @ Steward
Ami Shah's Location
Washington, District of Columbia, United States, United States
About Ami Shah

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

Ami Shah's Current Company Details
Steward

Steward

View
CEO at Steward
Ami Shah Work Experience Details
  • Steward
    Chief Executive Officer
    Steward Jun 2021 - Present
    Washington, Dc, Us
    Steward 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
  • Hemington Wealth Management
    Wealth Advisor
    Hemington Wealth Management Sep 2020 - Mar 2021
    Tysons, Va, Us
    Providing 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.
  • Mckinsey & Company
    Engagement Manager - Wealth And Asset Management Practice
    Mckinsey & Company Dec 2015 - Aug 2020
    Us
    Led 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.
  • Jet.Com
    Associate Director Of Marketing
    Jet.Com Jul 2015 - Nov 2015
    Hoboken, Nj - New Jersey
    Jet.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.
  • Walmart Ecommerce
    Mba Intern
    Walmart Ecommerce May 2014 - Aug 2014
    Bentonville, Arkansas, Us
  • Facebook
    Monetization Group Analyst
    Facebook Jul 2012 - May 2013
  • Mckinsey & Company
    Business Analyst - Wealth And Asset Management Practice
    Mckinsey & Company Oct 2010 - Jun 2012
    Us
  • Procter & Gamble
    Intern - Consumer & Market Knowledge
    Procter & Gamble Jun 2009 - Aug 2009
    Cincinnati, Ohio, Us
  • Infosys
    Intern
    Infosys Jun 2008 - Aug 2008
    Bangalore, Karnataka, In

Ami Shah Skills

E Commerce Strategy Financial Modeling Analytics Strategic Consulting Business Strategy Marketing Data Analysis Analysis Market Analysis Online Advertising Competitive Analysis Management Consulting Market Research Customer Insight Emerging Markets Management

Ami Shah Education Details

  • Harvard Business School
    Harvard Business School
    With Distinction
  • Harvard University
    Harvard University
  • Northwestern University
    Northwestern University
    Wealth Management
  • Greenwich High School
    Greenwich High School
  • Hopkins 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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