Financial Advisor in West New York, New Jersey
I am passionate about using my 20+ year experience in investment management andto help my clients navigate through life’s transitions. I have the deep desire to make a difference in my client’s lives and I am available at every point to help them make optimal decisions. I put in the effort to educate our clients because I want them to understand what we are doing for them and work with them in a collaborative manner. Having grown up and lived in several countries in the East and the West, I bring the best of both worlds in my relationships with my clients.
Prior to founding Sarsi, LLC in 2010, I helped families preserve, protect, and grow their wealth and well-being at Executive Monetary Management, a multi-family office at Neuberger Berman. Previously, I worked for several years in investments and risk management at Merrill Lynch Investment Managers, Chesapeake Capital Corporation and Deutsche Bank Asset Management. Earlier in my career I worked in international project finance for a shipping company in various countries and at a Steel Plant in operations.
I have a Bachelor of Technology from the Indian Institute of Technology, India, a Master in International Management from the Indian Institute of Foreign Trade, India, and an MBA from Thunderbird School of Global Management, Glendale, AZ. I have been awarded theand the designations.
I am an Adjunct Professor at Montclair State University where I teach a course that builds a sound foundation in personal finance to help students succeed and lead a rich life while at school and beyond and another course that trains future financial planners. I have volunteered as a certification exam item writer for the CFP® Board. I am a member of the board of directors of the North East and Mid-Atlantic region of, the National Association of Personal Financial Advisors.
I keep fit by running and practicing Iyengar yoga. I enjoy playing golf, traveling to places of historical importance, reading biographies and good food.
We are a Fee-Only Investment Advisor Based In West New York, NJ And New York City With Clients Everywhere.
RIA - DEVA PANAMBUR
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Sarsi, LLC (“Sarsi” or “the firm”) is a registered investment adviser located in New Jersey