Akash Takhar
About Akash Takhar
Akash Takhar is an Analyst at First Republic Private Wealth Management, where he has worked since 2017. He has a background in wealth management and investment analysis, with prior experience at various financial institutions.
Work at First Republic Private Wealth Management
Akash Takhar has been serving as an Associate at First Republic Private Wealth Management since 2017. In this role, he focuses on wealth management and investment analysis, contributing to the firm's efforts in providing tailored financial solutions to clients. His experience in this position spans over seven years, during which he has developed a strong understanding of the financial services industry.
Previous Experience in Wealth Management
Before joining First Republic Private Wealth Management, Akash Takhar gained valuable experience in the financial sector through various internships and consulting roles. He worked as a Wealth Management Intern at Morgan Stanley from 2016 to 2017, where he assisted in client portfolio management. Additionally, he served as a Student Consultant at both Abbott, Stringham & Lynch and Financial Navigator, Inc. in 2016, gaining insights into financial analysis and consulting.
Education and Expertise
Akash Takhar earned a Bachelor of Business Administration with a focus on Accounting and Finance from San Jose State University, completing his studies from 2015 to 2017. His academic background provides a solid foundation for his career in wealth management and investment analysis. He also attended Notre Dame High School in Salinas, California, where he began developing his interest in finance.
Leadership Role in Banking and Investment Association
During his academic career, Akash Takhar served as the Chief Investment Officer at The Banking and Investment Association. In this leadership role, he was responsible for overseeing investment strategies and initiatives, further enhancing his expertise in financial management and investment analysis.