AeroLeads people directory · profile
Ash Chopra, Cpwa® Email & Phone Number
Founder and CEO
at
Syon Capital
2 work emails found
@ml.com
1 phone found area 415
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO
Location
San Francisco, California, United States
Company size
Who is Ash Chopra, Cpwa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ash Chopra, Cpwa® is listed as Founder and CEO at Syon Capital, a with 19 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 415, and a matched LinkedIn profile for Ash Chopra, Cpwa®.
Ash Chopra, Cpwa® previously worked as Founder & CEO at Syon Capital and Private Wealth Advisor, Managing Director at Merrill Private Wealth Management. Ash Chopra, Cpwa® holds Other from Stanford University Graduate School Of Business.
Company email context
Email format at Syon Capital
This section adds company-level context without repeating Ash Chopra, Cpwa®'s masked contact details.
*@ml.com
71% confidence
AeroLeads found 2 current-domain work email signals for Ash Chopra, Cpwa®. Compare company email patterns before reaching out.
Profile bio
About Ash Chopra, Cpwa®
With over 20 years of experience in the financial industry, I founded Syon Capital to provide holistic and fiduciary advice to a select group of affluent clients across the nation. My team and I specialize in estate and tax planning, executive compensation, and enhancing risk-adjusted after-tax returns, using a goals-based wealth management approach and cutting-edge technology.I am passionate about improving client experiences and outcomes, and building long-term relationships based on trust and transparency. As a certified private wealth advisor and a personal investment advisor, I have been recognized by top financial journals nationally for my expertise and performance. I also enjoy working with early-stage founders, connecting them with seasoned executives and advisers, and helping them navigate the startup ecosystem. I am an active member of the community, serving on the boards of various non-profit organizations and supporting philanthropic and legacy goals.
Listed skills include Private Family Wealth Management, Estate Planning Strategies And Wealth Transfer, Wealth And Investment Management, Foundations And Trusts, and 4 others.
Current workplace
Ash Chopra, Cpwa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Syon Capital
5 roles
Ash Chopra, Cpwa® work experience
A career timeline built from the work history available for this profile.
Founder & Ceo
CurrentFounder and CEO of Syon Capital. At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and holistic financial strategies to optimize their capital and enhance their lives — and their legacies.
Sep 2022 - Present
Private Wealth Advisor, Managing Director
One of the top teams at Merrill's Private Wealth division, serving executives and founders in Silicon Valley, and entrepreneurs across the country.
Apr 2004 - Sep 2022
Private Wealth Associate
Aug 2000 - Apr 2004
Program Manager
Jun 1993 - Dec 1999
6 education records
Ash Chopra, Cpwa® education
Other
Stanford University Graduate School Of Business
Masters Of Business Administration, Mba
University Of Michigan - Stephen M. Ross School Of Business
Bachelor'S Degree
Kettering University, School Of Electrical Engineering
Bachelor'S Degree
Kettering University, School Of Mechanical Engineering
Attended No Degree Conferred
St Stephens College
High School Diploma/Ged
Air Force Bal Bharati School
FAQ
Frequently asked questions about Ash Chopra, Cpwa®
Quick answers generated from the profile data available on this page.
What company does Ash Chopra, Cpwa® work for?
Ash Chopra, Cpwa® works for Syon Capital.
What is Ash Chopra, Cpwa®'s role at Syon Capital?
Ash Chopra, Cpwa® is listed as Founder and CEO at Syon Capital.
What is Ash Chopra, Cpwa®'s email address?
AeroLeads has found 2 work email signals at @ml.com for Ash Chopra, Cpwa® at Syon Capital.
What is Ash Chopra, Cpwa®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 415 for Ash Chopra, Cpwa® at Syon Capital.
Where is Ash Chopra, Cpwa® based?
Ash Chopra, Cpwa® is based in San Francisco, California, United States while working with Syon Capital.
What companies has Ash Chopra, Cpwa® worked for?
Ash Chopra, Cpwa® has worked for Syon Capital, Merrill Private Wealth Management, Goldman Sachs, and Johnson Controls.
How can I contact Ash Chopra, Cpwa®?
You can use AeroLeads to view verified contact signals for Ash Chopra, Cpwa® at Syon Capital, including work email, phone, and LinkedIn data when available.
What schools did Ash Chopra, Cpwa® attend?
Ash Chopra, Cpwa® holds Other from Stanford University Graduate School Of Business.
What skills is Ash Chopra, Cpwa® known for?
Ash Chopra, Cpwa® is listed with skills including Private Family Wealth Management, Estate Planning Strategies And Wealth Transfer, Wealth And Investment Management, Foundations And Trusts, Philanthrophic Planning, Executive Services, Goals Based Asset Management, and Risk Management Strategies.
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