Passionate about investment, Amita took a job with an advisory firm right after college. She spent six years there before realizing how unfulfilled she felt helping the wealthy get richer. That’s when she decided to join Colonial Consulting to start making a real difference in the lives of people who can truly appreciate her advice.
Amita begins her mornings by checking email for urgent issues and reading up on current performance metrics to stay abreast of ever-changing financial trends. She spends the largest majority of her day on the phone with clients, explaining and advising on strategic ways to achieve exceptional investment outcomes through diverse asset allocation.