Sachin Kumar

Sachin Kumar Email and Phone Number

Wealth Advisor, Partner @ Laidlaw
New York, NY, US
Sachin Kumar's Location
New York City Metropolitan Area, United States
Sachin Kumar's Contact Details

Sachin Kumar work email

Sachin Kumar personal email

About Sachin Kumar

As Fiduciary Advisers to both Domestic and International clients, my team and I work together to build strategies, create access and conduct due diligence on opportunistic investments. The Laidlaw Wealth Management division is structured to operate as a multi-family office leveraging our institutional capabilities to execute client specific mandates.Our global client coverage, via our custodian Charles Schwab, extends our reach beyond Europe & LATAM, into the Middle East & Asia (Incl. India).Proprietary strategies include, Hedge Fund portfolio construction, Quantamental Core Equity, Momentum Equity, Private Market Secondaries & Private Placements.In addition, we offer customized Insurance Strategies that address Life, Legacy and Estate Planning needs for our clients. We work with our specialized team with over 100+ years of combined experience in the space. Our coverage includes all Onshore & Offshore carriers and clients.Built on the 170-year legacy of a premier Healthcare & Biotech Investment Bank, we understand the complexities of risk and return in the financial markets. We work together as a team of 75+ financial professionals to secure the best execution for clients. Our proprietary research, in conjunction with views from our platform partners Charles Schwab and Third-Party Providers, give greater depth to our investment thesis and portfolio construction.Finally, in my down time, I continue to pursue my collection of British Commonwealth Postage Stamps (1847 – 1950), a passion of mine since I was 11 years old. Health is another investment I take seriously. I enjoy strength training and conscious cooking for a well-balanced lifestyle.

Sachin Kumar's Current Company Details
Laidlaw

Laidlaw

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Wealth Advisor, Partner
New York, NY, US
Employees:
13
Sachin Kumar Work Experience Details
  • Laidlaw
    Wealth Advisor, Partner
    Laidlaw
    New York, Ny, Us
  • Laidlaw
    Wealth Advisor, Partner
    Laidlaw Oct 2019 - Present
    Greater New York City Area
    Serving as a Fiduciary Adviser to a global client base of Individuals and Institutions. Areas of Specialization include:Financial Planning; Portfolio Management; Quant Strategies; Cash Management; Alternative Investments/SPVs; Tax Harvesting;
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Apr 2016 - Sep 2019
    Greater New York City Area
    NMLS# 598229Disclosures: © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
  • Jmd Brands India
    Ceo/Founder
    Jmd Brands India May 2012 - Aug 2015
    New Delhi Area, India; New York, Usa
    Our company focuses on introducing Global Accessories brands to the Indian Market. We maintain exclusive rights to BCBG Watches, Moschino Cheap & Chic Watches and Orefici Italia. Our emphasis is to bring value to the price conscious consumer who is looking for current, trendy and branded product to cater to his/her lifestyle needs.
  • Jpmorgan Chase
    Vice President - Private Client Group
    Jpmorgan Chase Feb 2007 - Feb 2012
    New York, New York
    Senior Private Banker/Wealth ManagerManaged $165+ Million in assets for High Net Worth (HNW) individual. Constructed portfolios, incorporating a multitude of investment vehicles including Fund of Funds, Currencies, Commodities, MFs, ETFs, Thematics and Fixed Income Strategies.
  • Amira Foods
    General Manager
    Amira Foods Jun 2001 - Aug 2004
    New Delhi Area, India
    Amira is my family's business where I coordinated the annual production and sale of 75,000.00Metric Tons (MT) of Export Grade Basmati Rice. Actively traded rice and rice derivates to achieve a High Inventory Turnover Ratio. Average daily volume – 1000 MT.Interacted with commodity brokers across India to generate a sizeable market for rice bi-product used in ancillary industries.

Sachin Kumar Skills

Product Marketing Social Media Multi Channel Retail Commodity Markets Distribution Strategies International Sales Retail Retirement Planning Sales Financial Planning Portfolio Management Financial Modeling Business Development Investments Asset Allocation Financial Services Sales Management Wealth Management Entrepreneurship New Business Development Management Trading Brand Management Commercial Lending Retail Sales Investment Management Logistics Management

Sachin Kumar Education Details

Frequently Asked Questions about Sachin Kumar

What company does Sachin Kumar work for?

Sachin Kumar works for Laidlaw

What is Sachin Kumar's role at the current company?

Sachin Kumar's current role is Wealth Advisor, Partner.

What is Sachin Kumar's email address?

Sachin Kumar's email address is sa****@****ail.com

What schools did Sachin Kumar attend?

Sachin Kumar attended York University, Centennial College School Of Business, Delhi University.

What skills is Sachin Kumar known for?

Sachin Kumar has skills like Product Marketing, Social Media, Multi Channel Retail, Commodity Markets, Distribution Strategies, International Sales, Retail, Retirement Planning, Sales, Financial Planning, Portfolio Management, Financial Modeling.

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