General Partner & Non-Exectuive Director
Akshay Javeri is a retired executive from the financial industry. Akshay spent 33 years in wealth management at Morgan Stanley, Smith Barney, and UBS Financial. During his career as a wealth manager, Akshay helped clients manage their wealth through good times and bad. With his clients, Akshay emphasized total portfolio management with a focus on retirement planning, education funding, charitable giving and estate planning.
Prior to his career in the financial industry, Akshay spent 13 years in pharmaceutical and chemical industries working in various capacities as process engineer, project engineer and project manager. Akshay holds a bachelor’s degree in chemical engineering and chemistry and received his MBA from East Carolina University.