Summary: Two years ago, when Ajay Gupta left UBS to start his own independent wealth management firm in San Diego, he wasn’t sure if anyone was coming with him. But it wasn’t the first time Gupta took a risk in stepping out on his own: Fifteen years ago, he abandoned his advisory practice in Canada to start anew in San Diego. Today, he is CEO and CIO of Gupta Wealth Management, an RIA that recently surpassed $1 billion in assets under management.
 We’re going to open an office in New York before the end of the year. Our clients are spread out across the country, so we want to make sure we’re able to grow to serve them. I don’t know if we’ll double our assets again in less than two years, but I see us continuing to grow slowly and intelligently.”Ajay Gupta, Gupta Wealth Management. |
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