Rehan Chaudhry is a Partner Advisor at AdvicePeriod, where he advises a select group of high net worth individuals and senior corporate executives, helping them to integrate their asset allocation and investment strategies with tax, estate planning, and philanthropic strategies.
Rehan’s experience includes more than 15 years advising clients with prominent financial services firms. Prior to joining AdvicePeriod, Rehan was a Senior Director at Bank of New York Mellon Wealth Management in Los Angeles, focusing on business succession planning, personal and business lending opportunities, and wealth transfer strategies, to help business owners successfully transition from entrepreneur to investor. He began his career in Investment Banking with J.P. Morgan before transitioning into Private Banking, giving him a unique perspective for privately-held and publicly-traded business owners and their advisors through the lifecycle of their business, both pre- and post-liquidity event.
Rehan attended La Salle University in Pennsylvania where he graduated with a B.S. in Finance & Information Technology. While at La Salle, Rehan was a member of the varsity tennis team. He remains an avid tennis player today and also enjoys Nascar-style racecar driving.
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