Rohit Mehrotra

Background

About Rohit Mehrotra

I am an RIA, Private Bank, and Broker/Dealer leader who started as a Goldman Sachs’ individual producer, graduated to J.P. Morgan’s Private Bank Region Head/National Practice leader, and currently serve as Head of Wealth Advisory, Growth Markets. I drove transformational change across 3 firms & 20 years resulting in $3.5 billion AUM increase and $10 million organic revenue growth by setting strategic vision, executing go-to-market business growth plans, and managing national business development teams, regional P&L, and complex operational challenges:() • Senior leadership member of $17 billion AUM RIA offering Private Bank and Wealth, & Trust services • CEO and on Board of Directors of Broker/Dealer entity with senior supervisory responsibilities. • UHNW and HNW Market Manager for Central & Southern New Jersey • Mid-Atlantic Region head of 3 distinct initiatives (Life Sciences vertical, Law Firm Services Group, and Deloitte/KPMG partnership) • Launched Private Bank’s first vertical dedicated to life sciences and technology founders, corporate executives, and venture capital partners, & . • Built and co-led 5-person PWM team that managed $3 million revenue book of business from 20 UHNW families