Rehan Chaudhry is a Partner Advisor with AdvicePeriod. He advises a select group of high-net-worth entrepreneurs and executives, helping them to integrate their asset allocation and investment strategies with tax, estate planning and philanthropic strategies.
Rehan brings more than 20 years’ experience to his role, which he describes as “personal CFO.” Rather than focusing exclusively on investments, he and his team seek to provide a family office experience by coordinating their in-depth efforts on the financial planning side with those of the client’s other professionals, including tax accountants, estate planning attorneys and insurance agents. The goal is to help alleviate financial anxiety for their clients and accountability is their guiding principle.
Prior to joining AdvicePeriod, Rehan was Senior Director at BNY Mellon Wealth Management, where he worked closely with affluent business owners, helping them successfully transition from entrepreneur to investor. Earlier in his career, he spent more than a decade in various investment and private banking-related roles at J.P. Morgan.
Rehan earned his bachelor’s degree in finance & information technology from La Salle University.
Away from the office, Rehan enjoys spending time with his wife, Miriam, and his son, Rohm. He also likes being outdoors, playing tennis and golf and practicing meditation. He is a longtime member and on the Board of the Association for Corporate Growth.