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Nikita Bedi Mutalik
Nikita Bedi Mutalik
Vice President of Portfolio and Wealth Advisory | BBR Partners
New York, New York, United States
Nikita Bedi Mutalik
Summary
Nikita Bedi is a seasoned financial professional currently serving as the Vice President of Portfolio & Wealth Advisory at BBR Partners in New York City. With a strong background in private wealth management, Nikita specializes in providing tailored financial services to ultra-high net worth clients, including individuals, families, and foundations. Her expertise spans access management, financial analysis, and strategic planning, enabling her to navigate complex investment landscapes effectively. Nikita's career reflects a commitment to excellence, having previously held senior roles at Capital Group and Massey Quick Simon. She is multilingual, fluent in Hindi and Spanish, which enhances her ability to connect with diverse clients. Nikita's educational foundation includes a Bachelor's Degree in Finance and Marketing from Northeastern University, which she leverages to drive innovative financial solutions. Her professional journey showcases a blend of analytical skills and client-focused service, making her a respected figure in the financial advisory space.
Nikita Bedi Mutalik
Work Experience
Vice President of Portfolio and Wealth Advisory at
BBR Partners
Present
Vice President Of Portfolio & Wealth Advisory at
BBR Partners
November 2021 - Present
Vice President, Senior Relationship Specialist, Private Client Services at
Capital Group
October 2020 - November 2021
Relationship Specialist, Private Client Services at
Capital
January 2019 - October 2020
Associate, Client Advisor Team at
Simon Quick Advisors, LLC
January 2017 - December 2018
Analyst, Client Advisor Team at
Simon Quick Advisors, LLC
September 2014 - December 2016
Investment Data Analyst at
Wellington Management
June 2013 - May 2014
Operational Risk Control Co-Op at
MFS Investment Management
July 2012 - January 2013
Fitness Sales Representative at
Snap Fitness 24/7
June 2010 - December 2011
Nikita Bedi Mutalik
Education
Northeastern University, Bachelor’s Degree
January 2009 - January 2014
Frequently Asked Questions about Nikita Bedi Mutalik
What is Nikita Bedi Mutalik email address?
Nikita Bedi Mutalik's primary email address is ********@bbrpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Nikita Bedi Mutalik work for?
Nikita Bedi Mutalik is a Vice President of Portfolio and Wealth Advisory at BBR Partners, a company specializing in Security brokers & dealers.
Where Nikita Bedi Mutalik graduated from?
Nikita Bedi Mutalik holds a degree in Finance And Marketing With A Minor In International Affairs from Northeastern University.
How can I directly contact Nikita Bedi Mutalik?
To contact Nikita Bedi Mutalik directly, you can use the email address ********@bbrpartners.com. Complete contact information is available upon registration with Muraena.
Who is Nikita Bedi Mutalik?
Nikita Bedi is a seasoned financial professional currently serving as the Vice President of Portfolio & Wealth Advisory at BBR Partners in New York City. With a strong background in private wealth management, Nikita specializes in providing tailored financial services to ultra-high net worth clients, including individuals, families, and foundations. Her expertise spans access management, financial analysis, and strategic planning, enabling her to navigate complex investment landscapes effectively. Nikita's career reflects a commitment to excellence, having previously held senior roles at Capital Group and Massey Quick Simon. She is multilingual, fluent in Hindi and Spanish, which enhances her ability to connect with diverse clients. Nikita's educational foundation includes a Bachelor's Degree in Finance and Marketing from Northeastern University, which she leverages to drive innovative financial solutions. Her professional journey showcases a blend of analytical skills and client-focused service, making her a respected figure in the financial advisory space.
Nikita`s contact details
********@bbrpartners.com
***********@masseyquick.com
Colleagues
Vice President Of Portfolio And Wealth Administration
Portfolio and Wealth Advisory Vice President
Co-Chief Executive Officer
Co-CEO
Vice President Data Management
Vice President
Vice President of Alternative Investment Administration and Accounting
Vice President of Legal
Vice President of Information Technology
Partner, Chief Technology Officer