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Soumit Sarkar, CFA, CA, AIF

Soumit Sarkar, CFA, CA, AIF

Wealth Manager and Investment Fiduciary

New York, New York

Senior Investment Professional , CFA Charter holder, Chartered Accountant and Accredited Investment Fiduciary, with over 25 years experience in global banking and wealth management. Leadership successes in Private Banking across Investment Advisory and Business Development , delivering top-line growth. Recognized for leading cross functional teams , resolving complex business challenges on time and budget. Business leader with track record of spearheading key business initiatives in developing new markets, launching products, acquisitions and divestitures. Consistently recognized for growing assets under management , deepening client engagement and delivering a positive brand experience. Extensive track record of solving complex financial issues and delivering innovative solutions to clients.


Important Disclosure Information
All securities offered through The Investment Center, Inc. Member FINRA/SIPC. Soumit Sarkar is a registered representative of The Investment Center, Inc. Strong Financial Partners LLC. is independent of The Investment Center, Inc. The use of the “Connect” feature when establishing a connection with Strong Financial Partners LLC should not be considered a positive reflection of the investment advisory services offered by said Strong Financial Partners LLC. Visitors to this page must avoid posting positive reviews of their experiences with Strong Financial Partners LLC or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Strong Financial Partners LLC. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.


Experience:

  • Corporate Bank Asst.Relationship Manager (ANZ Grindlays Bank)
  • Director , Sr. Investment Advisor , Global Private Banking (Standard Chartered Bank)
  • Corporate Finance Manager (American Express)
  • Director , Private Wealth Management (HSBC)
  • Managing Partner (Strong Financial Partners)
  • Director , Global Investment Specialist, Private Banking (American Express)

Skills:

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