Jigar Desai

Senior Vice President

Professional Overview

Jigar Desai is a seasoned financial services executive with over 15 years of experience in the industry. As the Senior Vice President at NewGen Advisory, he leverages his deep expertise in investment advisory, portfolio management, and client relationship management to drive strategic growth and deliver exceptional service to the firm's diverse client base.

Experience Summary

Current Role

As the Senior Vice President at NewGen Advisory, Jigar is responsible for overseeing the firm's investment strategies, leading the portfolio management team, and ensuring the delivery of tailored wealth management solutions to high-net-worth individuals and institutional clients. Under his leadership, the firm has experienced consistent growth, with a 25% increase in assets under management over the past three years. Jigar's keen eye for market trends, ability to navigate complex financial landscapes, and commitment to client satisfaction have been instrumental in driving the firm's success.

Career Progression

Prior to joining NewGen Advisory, Jigar held various leadership roles at prominent financial institutions, including serving as the Vice President of Wealth Management at Acme Investments and the Senior Portfolio Manager at Pinnacle Financial Group. In these positions, he honed his expertise in investment analysis, portfolio optimization, and client relationship management, consistently delivering strong investment performance and exceptional client service.

Academic Background

Jigar holds a Master of Business Administration (MBA) from the University of Arizona, where he graduated with distinction. He also earned a Bachelor of Science in Finance from the University of California, Los Angeles, with a minor in Economics.

Areas of Expertise

• Investment advisory and portfolio management

• Wealth management and financial planning

• Strategic business development and client relations

• Financial analysis and risk management

• Team leadership and talent development

Professional Impact

Throughout his career, Jigar has been recognized for his contributions to the financial services industry. He has served as a guest speaker at industry conferences, sharing his insights on investment strategies and wealth management trends. Additionally, Jigar has been actively involved in various professional organizations, including the Financial Planning Association and the Investment Management Consultants Association, where he has played a key role in shaping industry best practices.

Conclusion

With his extensive experience, strong technical expertise, and proven leadership abilities, Jigar Desai is poised to continue driving the growth and success of NewGen Advisory. As the firm's Senior Vice President, he remains committed to leveraging his deep industry knowledge and strategic vision to deliver exceptional investment solutions and client service, positioning NewGen as a trusted partner in the wealth management landscape.