AJ

Amar Jhaveri

Vice President, Wealth Planner

Amar Jhaveri, CFA, CAIA, is a seasoned financial professional currently serving as Vice President, Wealth Planner at Fidelity Investments. With extensive experience in wealth management, they previously managed over 800 high-net-worth clients at TIAA, achieving significant asset growth and recognition as a top performer. Amar's career also includes key roles at Dune Real Estate Partners and Nuveen, where they raised substantial capital and built strong relationships across the institutional investment community. They hold a Bachelor of Science in Business Administration and Management from SUNY at Buffalo and an MBA in Corporate Finance from Fordham University.

Location

New York, United States

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