Rohit is a Senior Financial Advisor at Summitry. He works with clients on a range of financial planning matters, including investment management, tax planning, and estate planning. Rohit is a CFA® charterholder.
Prior to joining Summitry, Rohit served as an advisor at ICONIQ Capital and Aspiriant, where he worked with technology executives on matters including concentrated stock positions and equity compensation planning.
Rohit lives in the East Bay Area with his wife, daughter, and golden retriever. He enjoys traveling, running, and following his favorite sports teams.
