Vivek Sharma

P | 732-452-7320
F | 732-289-9409
E | vivek@equityws.com    

Business Philosophy:

I enjoy focusing on simplifying complex financial and economic ideas for my clients to help ensure that their financial assets work towards their life goals.

Background: 

Vivek completed his MBA from Wharton Business School with dual majors in Finance and Strategy and has been focusing on financial markets and investing for the over a decade. He also holds an MBBS – equivalent of MD – from AIIMS in India. Before moving to finance, he had deep experience as a strategy consultant with leading firms such as McKinsey, as an executive in the healthcare space and as a practicing physician. Before joining our team Vivek worked as a Sr. Financial Advisor at Merrill Lynch.

He actively studies the financial markets and focuses on personalized asset allocation and multi-generational wealth management. His interests include investments, risk management, tax-efficient investment strategies and legacy planning. Vivek’s deep understanding of intermarket analysis, evolving macroeconomic environment and sector competitive dynamics assists our clients with strategic investing aligned with their individual goals.

Vivek currently lives in New Jersey with his wife and children. He enjoys hiking, playing soccer and volunteering with the Scouts of America.

Vivek holds FINRA Series 7, 66 registrations through Equitable Advisors and serves clients across multiple states.