Roshan is the Director of RINA Wealth Management Services, LLC. In this role, Roshan is leveraging his extensive experience and vast relationships to help RINA Accountancy realize it’s long-held vision of bringing a more holistic approach by incorporating wealth management services as an option for our clients.
Although new to the team, Roshan is no stranger to investment management. For the past 19 years, Roshan has worked for investment firms that manufacture mutual funds, retirement products, and alternative investments – a job that required him to call on thousands of financial advisors around the country. Those visits showed Roshan how widely the quality of the client’s experience varied depending on the advisor’s approach. While many advisors were committed to doing what’s right for their clients, others remained stuck in the traditional Wall Street culture that prioritized company profits over people.
Increasingly bothered by this discrepancy and looking for a way to make a positive impact on client’s lives, Roshan discovered RINA Accountancy... Call it fate or good timing, but their conversation coincided with RINA Accountancy beginning to further develop the Wealth Management business more significantly. The two soon realized they had a unique opportunity to work together building a financial planning focused firm that was fully integrated with an existing world class tax team. For RINA this was the first major step in developing true Advice Coordination for clients.
Roshan’s skills in launching and growing new businesses, combined with his passion for Social Impact Investing (SII) and client service, make him the ideal champion for our mission to bring this exciting new vision to our business as we continually strive to be more valuable to our clients.
DePaul University, Chicago, Bachelor of Science Degree in Finance, 1999