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Nikita Bedi Mutalik

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Nikita Bedi Mutalik

Vice President of Portfolio and Wealth Advisory | BBR Partners

New York, New York, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Nikita Bedi Mutalik

Work Experience

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Vice President of Portfolio and Wealth Advisory at

BBR Partners

Present

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Vice President Of Portfolio & Wealth Advisory at

BBR Partners

November 2021 - Present

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Vice President, Senior Relationship Specialist, Private Client Services at

Capital Group

October 2020 - November 2021

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Relationship Specialist, Private Client Services at

Capital

January 2019 - October 2020

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Associate, Client Advisor Team at

Simon Quick Advisors, LLC

January 2017 - December 2018

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Analyst, Client Advisor Team at

Simon Quick Advisors, LLC

September 2014 - December 2016

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Investment Data Analyst at

Wellington Management

June 2013 - May 2014

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Operational Risk Control Co-Op at

MFS Investment Management

July 2012 - January 2013

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Fitness Sales Representative at

Snap Fitness 24/7

June 2010 - December 2011

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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

mail

********@bbrpartners.com

***********@masseyquick.com

Colleagues

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Sarah Aurora

Vice President Of Portfolio And Wealth Administration

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Patrick Mchale

Portfolio and Wealth Advisory Vice President

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Evan Roth

Co-Chief Executive Officer

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Evan Roth

Co-CEO

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Feroze Ansari

Vice President Data Management

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Salina Kelley

Vice President

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Michael Marino Cpa

Vice President of Alternative Investment Administration and Accounting

Michael Ioannou

Vice President of Legal

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Nelson Wu

Vice President of Information Technology

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Scott Ehrlich

Partner, Chief Technology Officer

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