Ash Chopra, CPWA®

Founder & CEO at Syon Capital
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Punjabi Full professional proficiency
  • Hindi Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Certified Private Wealth Advisor
    Investments & Wealth Institute
    Dec, 2016
    - Nov, 2024
  • Personal Investment Advisor
    Merrill Lynch Internal
    Nov, 2014
    - Nov, 2024

Experience

  • Syon Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder & CEO
      • Sep 2022 - Present

      Founder and CEO of Syon Capital. At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and holistic financial strategies to optimize their capital and enhance their lives — and their legacies. Founder and CEO of Syon Capital. At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and holistic financial strategies to optimize their capital and enhance their lives — and their legacies.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Wealth Advisor, Managing Director
      • Apr 2004 - Sep 2022

      One of the top teams at Merrill's Private Wealth division, serving executives and founders in Silicon Valley, and entrepreneurs across the country. One of the top teams at Merrill's Private Wealth division, serving executives and founders in Silicon Valley, and entrepreneurs across the country.

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Wealth Associate
      • Aug 2000 - Apr 2004

  • Johnson Controls
    • Ireland
    • Industrial Machinery Manufacturing
    • 700 & Above Employee
    • Program Manager
      • Jun 1993 - Dec 1999

Education

  • Stanford University Graduate School of Business
    Other
    2015 - 2015
  • University of Michigan - Stephen M. Ross School of Business
    Masters of Business Administration, MBA
    1998 - 2000
  • Kettering University, School of Electrical Engineering
    Bachelor's Degree
    1989 - 1994
  • Kettering University, School of Mechanical Engineering
    Bachelor's Degree
    1989 - 1994
  • St Stephens College
    Attended no Degree Conferred
    1988 - 1989
  • Air Force Bal Bharati School
    High School Diploma/GED
    1987 - 1988

Community

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