Arun Rajaram

Arun Rajaram

Portfolio Manager
Arun is a Portfolio Manager among Financial Advisors, for Philanthropic Foundations, High Net Worth Individuals, Private Clients and Trusts. In his position as Wealth Manager, Arun is responsible for helping families manage their money, and more importantly in helping them with inter-generational wealth transfer, by initiating conversations with children receiving the money.

He is passionate about helping the two pillars of modern economy – business owners and physicians. Arun’s commitment to help Business Owners stems from his understanding that America’s greatest economic strength is her small businesses, due to their power of interruption through innovation.

Arun’s experience in working with Physician Groups, makes him uniquely capable of understanding the business and personal needs of people who have dedicated themselves to the noblest cause of saving lives.  Coming as he does from a family of teachers, (his father is a retired professor in Civil Engineering and mother a retired English teacher), he understands the family and financial dynamics of people in the second noblest profession.
 
Arun’s approach is rigorously consultative. First, he takes the time to listen to the client’s financial situations, preferences and goals, including the time horizon for each of the goals, liquidity and – last but not the least – Risk Tolerance. Second, he offers recommendations designed to pursue each client’s income and growth objectives. Then, Arun follows up with discussions covering a wide range of services and solutions, leveraging his vast experience and the knowledge he acquired through his Masters in Engineering and a Masters in Applied Sciences.
 
In his free time, Arun believes in giving back to the society that has given him so much. He is the President of the Board, ‘American Society of Engineers of Indian Origin’. He also takes a lot of pride in helping to build homes through ‘Habitat for Humanity’.