Directory

>

Savi Pai

avatar

Savi Pai

Senior Vice President, Private Wealth Advisor | Capital Group Private Client Services

United States

View contact details (it's free)

Savi Pai

Summary

Savi Pai is a seasoned Private Wealth Advisor at Capital Group Private Client Services, where he specializes in creating customized wealth management plans for high-net-worth individuals and families. With over a decade of experience in the financial sector, Savi has held various leadership roles, including Executive Director at J.P. Morgan and President of the Surgeons Diversified Investment Fund. He possesses a strong educational background with a Juris Doctor from DePaul University College of Law and a Bachelor of Arts from the University of Michigan. His expertise spans asset management, capital markets, and strategic planning, making him a trusted advisor in the complex world of wealth management. Savi is also recognized for his ability to navigate the intricacies of investment strategies, ensuring that his clients' financial goals are met across generations. Passionate about delivering personalized service, he leverages the extensive resources of Capital Group to achieve superior investment results for his clients.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Savi Pai

Work Experience

company logo

Senior Vice President, Private Wealth Advisor at

Capital Group Private Client Services

October 2019 - Present

company logo

Executive Director, Senior Private Banker at

J.P. Morgan

January 2010 - January 2019

company logo

President, Surgeons Diversified Investment Fund at

American College of Surgeons

January 2006 - January 2009

💼

Chief Legal Counsel and Head of Operations, AHA Investment Funds at

Ccm Advisors

January 2003 - January 2006

💼

General Counsel and Treasurer, Kenilworth Fund at

Institutional Portfolio Services

January 1992 - January 2003

Logos provided by Logo.dev

Savi Pai

Education

University of Michigan, Bachelor Of Arts - Ba

Frequently Asked Questions about Savi Pai

What company does Savi Pai work for?

Savi Pai is a Senior Vice President, Private Wealth Advisor at Capital Group Private Client Services, a company specializing in Monetary Authorities-Central Bank.

Where Savi Pai graduated from?

Savi Pai holds a degree in from University of Michigan.

Who is Savi Pai?

Savi Pai is a seasoned Private Wealth Advisor at Capital Group Private Client Services, where he specializes in creating customized wealth management plans for high-net-worth individuals and families. With over a decade of experience in the financial sector, Savi has held various leadership roles, including Executive Director at J.P. Morgan and President of the Surgeons Diversified Investment Fund. He possesses a strong educational background with a Juris Doctor from DePaul University College of Law and a Bachelor of Arts from the University of Michigan. His expertise spans asset management, capital markets, and strategic planning, making him a trusted advisor in the complex world of wealth management. Savi is also recognized for his ability to navigate the intricacies of investment strategies, ensuring that his clients' financial goals are met across generations. Passionate about delivering personalized service, he leverages the extensive resources of Capital Group to achieve superior investment results for his clients.

Savi`s contact details

Colleagues

avatar
Cfp Jeffrey Ruderman Cepa

Senior Vice President / Wealth Strategist

View Contact details (it's free)
Request Profile Removal