Rupal is a private client relationship advisor. She partners with relationship managers to strengthen relationships and consistently deliver an excellent client experience. Rupal collaborates with team members on financial planning, portfolio management, trading and reporting. She joined the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors. Rupal’s previous experience includes working as a Business Banking relationship manager with Wells Fargo and a relationship manager at Sandpiper Capital, an investment management firm in Virginia Beach.
Contact Rupal at [email protected].
Education
- Old Dominion University, BS
Community Involvement
- Board Member, Junior Achievement of Hampton Roads
- Member and Volunteer, Cultural Ambassadors of India
Certifications
- CIVIC Executive Leadership Program, Graduate (2018)
