Rajesh Advani brings over 12 years of trust and high net worth wealth management experience. Prior to joining Choate, Rajesh was a Relationship Manager at BC Advisors where he served as the primary point of contact for family members and was responsible for the portfolio management of individual, family, and trust portfolios. He was also accountable for the implementation of asset allocation and risk strategy, selecting managers and liaising with custodians, and coordinating with external tax advisors.
Before his position with BC Advisors, he was Vice President and Relationship Manager at Atlantic Trust for 8 years where he managed a portfolio of over 45 key clients with assets totaling $400 million. In this role, he guided clients in defining their financial and investment objectives and then developing strategies to reach these goals through detailed portfolio management. He was also responsible for implementing alternative strategies for client portfolios by introducing hedge funds, private equity and real estate offerings.
Education & Credentials
- Bentley University