Our Team of Advisors:

Pradeep Niphadkar, PhD.

Founder and President

Dr. Niphadkar has over 35 years of investment experience. He has successfully managed portfolios of high net worth clients and continues to provide personalized financial advice. He has in-depth knowledge and investment experience with stocks, exchange traded funds, mutual funds, bonds, options and other investment vehicles.

His time tested covered call option writing overlay strategy has brought in a steady stream of income for his clients from long positions held in the portfolio along with providing a hedge against market volatility.

Dr. Niphadkar holds a PhD in Pharmaceutical Technology from the University of Kansas. He started investing at an early age and left a successful career in the pharmaceutical field to start his own investment firm in 1993. His passion and talent for investing has helped countless individuals and families achieve their financial goals.

Yash Niphadkar, CFP(r)

Vice President

Yash brings over 10 years of experience in the financial services industry. He has extensive experience working with high net worth families to develop and implement investment strategies and overall financial plans designed to achieve their long-term goals. Yash has gained this experience by working at a variety of different institutions such as Fidelity Investment, Merrill Lynch, First Republic Bank, and most recently at Lenox Wealth Advisors.

Yash specializes in asset allocation and investment strategies, trust and estate planning, and retirement planning. He leverages that experience in providing our clients sound investment advice and guidance.

Yash earned his Bachelor of Science in Finance & Accounting from Lehigh University. He also holds the Certified Financial Planner® designation which is the gold standard designation in the industry. He also carries the Series 7,63,65, and 66 licenses.