Lalith joined team in February of 2025 as a Client Service Associate and has since transitioned into an Associate Advisor role. He earned his Bachelor’s degree in Business Administration and Finance from the University of San Francisco in 2024. Passionate about financial markets and wealth management, Lalith is driven to make a meaningful impact through his work. He supports the firm’s advisors, ensuring delivery of a high level of service and client engagement.
Lalith’s curiosity fuels his interest in exploring a wide range of financial topics, industry trends, and global markets. His passion for research and valuation was sparked by his participation in the CFA Institute Research Challenge and his hands-on experience managing a $2 million Student Managed Fund at the University of San Francisco.
Outside the office, Lalith enjoys reading, golf, and spending time with his nephew.