Amit is passionate about driving growth in financial services. He has been actively involved in the investment industry for nearly 25 years.
As President, Chief Operating Officer and board member of tru Independence, Amit is focused on how to better serve the tru Independence community of advisors while also driving the growth and profitability of the firm. He is a recognized executive and thought leader in the financial services industry. Amit uses his previous experiences to aid advisors in their business lifecycle: from wirehouse to independence, from advisor to business owner and from founder to succession.
Prior to joining tru Independence, Amit was the CXO for Sanctuary Wealth responsible for the overall experience delivered by Sanctuary through its products, investments, services, and technology for its advisors. Amit helped grow Sanctuary from $2 billion to $15 billion in AUM.
Before joining Sanctuary, Amit was the CEO of Third Seven Advisors, a national advisory firm that provides technology & services to both RIAs & family offices. Amit was the Managing Director for HighTower Advisors, where he was responsible for over 175 advisors, $35 billion in assets under management generating $150 million in revenue.
Amit joined HighTower from The North Highland Company a global management consulting company where he was a leader of their wealth management and advisory group. Amit has previously worked as a Director with BNY Mellon, Brinker Capital and SEI, working with independent advisors and family offices on their growth and technology initiatives.
Amit is a recognized thought leader and frequent speaker on the state of the financial services industry, trends and economic impact with appearances on Yahoo! Finance, Fox Business, and has been a contributor to Investment News, Family Wealth Report, RIABiz, ThinkAdvisor and CityWire, as well as being on the cover of Real Assets Advisor magazine.
Amit graduated from Boston College, with a BA in Economics and has held past securities licenses as a general securities representative (7) and a uniform investment advisor (63 & 65).
When away from work, Amit can be found running his kids to soccer, dance, basketball or their friends’ houses. In moments of true peace, you can find Amit at the beach, skiing or just being outside.
