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Savi Pai
Savi Pai
Senior Vice President, Private Wealth Advisor | Capital Group Private Client Services
United States
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.
Savi Pai
Work Experience
Senior Vice President, Private Wealth Advisor at
Capital Group Private Client Services
October 2019 - Present
Executive Director, Senior Private Banker at
J.P. Morgan
January 2010 - January 2019
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
Savi Pai
Education
University of Michigan, Bachelor Of Arts - Ba
DePaul University College of Law, Juris Doctor
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
Senior Vice President / Wealth Strategist
Vice President