I have over 15 years of experience in the financial services industry, advising high net worth individuals, private companies and non-profit organizations. Having served as an investment banker conducting investment analysis in East Asia, South East Asia and Africa, I offer a global view of investment management to my clients.As a Certified Portfolio Manager® & a CERTIFIED FINANCIAL PLANNER™, I offer a full range of services including discretionary portfolio management, financial planning, trust & estate planning strategies, and the coordination of generational wealth transfer strategies for my private clients. As for my non-profit clients, I align their values and priorities with their investment holdings through an "Impact Investing" strategy. The goal of this approach is to generate competitive risk-adjusted financial returns while generating measurable social and environmental impact.My investment beliefs and path in life are a direct result of my childhood experience with non-profits. It was a non-profit sponsorship that brought me to the United States when I was thirteen years old as an exchange student. Prior to that I grew up in a mountain village in Nepal at 17,000 feet with no electricity and running water. This educational scholarship changed the course of my life, and eventually lead me to earning an undergraduate and Master’s degree with a concentration in international finance from Cornell University. Thanks to this start in life, I use my passion for finance and wealth management to help individuals, families and non-profits be as intelligent as possible with their wealth.