Client Service Manager
Asheem Asthana has more than 20 years' experience in client services, portfolio administration, and reporting solutions. Asheem worked in the healthcare industry before joining the firm to pursue his interest in the wealth management industry. Asheem graduated with a Business degree from Nagpur University and received his MBA degree in Marketing from Montclair State University. In his spare time, Asheem likes to lose himself in museums and on beaches.