Mr. Desai is responsible for working with clients to understand their financial goals and objectives and assist them in developing customized strategies as well as advising on key financial planning, income tax and estate planning matters.
Mr. Desai brings over 19 years of professional experience in the financial and wealth planning services industry. Prior to joining Boston Private Wealth, Mr. Desai was a Wealth Advisor at Comerica Bank and at City National Bank. His previous experience includes being a Relationship Manager in Merrill Lynch’s Family Office Group and also working with a team of financial advisors providing technical expertise in all areas of wealth management. Other past positions include Manager for Ernst & Young’s Financial Counseling practice specializing in tax and financial planning services and Financial Planner with Ayco where he was responsible for creating comprehensive wealth management plans for corporate executives.
Mr. Desai earned a Bachelor of Business Administration in Accounting from Southern Methodist University. He also holds a Master of Science in Taxation from Golden Gate University. He has his CPA designation and is a member of the California Society of CPAs. He is also a member of the Northern California Planned Giving Council and is an active member of the India Literacy Project based in the Bay Area. Mr. Desai resides in San Francisco with his wife and two children and is involved in various communities and activities in the city.