Ultra High Net Worth Investment Strategies w/ Faraz Sattar | Managing Partner @ Accretive Wealth

26/04/2023 58 min

Listen "Ultra High Net Worth Investment Strategies w/ Faraz Sattar | Managing Partner @ Accretive Wealth"

Episode Synopsis

🎁 Gift for All Podcast Listeners Below 👇 Faraz Sattar
Founder and Managing Partner
After several years as the Chief Financial Officer of a wealth management firm and investment management, Faraz decided that founding Accretive Wealth Management was the best way to put his experience and knowledge to work on behalf of clients. By taking a comprehensive and caring view of wealth management, Faraz believes that Accretive Wealth Management can offer clients a suite of services with the personal touch they deserve.


For the past nine years, he’s been servicing clients: individuals, businesses and others. His experience, over the last 2 decades in the financial services industry, includes manager of investment advisors, supervisor of IT and operations, head of finance and accounting functions, and a buy-side equity analyst, working for companies such as Contango Capital Advisors and Montgomery Asset Management. He holds a BS in Finance from Bryant College. He has also served on several non-profit boards and charities.


LinkedIn: https://www.linkedin.com/in/faraz-sattar-a80113/


Website: https://www.accretivewealth.com/


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