Rupal is as a private client relationship advisor, bringing over a decade of expertise in managing client relationships, particularly with ultra-high net worth families spanning multiple generations, family offices, and trust administration. Her daily responsibilities involve direct client engagement, while also partnering with various teams within the firm to enhance the overall client experience. Rupal is licensed with a Series 65, and holds certifications as a Certified Trust and Fiduciary Advisor (CTFA) and a Certified Wealth Strategist (CWS). She became a part of the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors. She is an active participant in the firm's Diversity, Equity, and Inclusion initiatives. Prior to this, Rupal's professional background includes tenure as a Business Banking Relationship Manager at Wells Fargo and as a Relationship Manager with Sandpiper Capital, an investment management firm located in Virginia Beach. Outside of work, Rupal cherishes time spent with her twins and husband.
Contact Rupal at [email protected].
Education
Rupal is a proud graduate of Old Dominion University, holding a Bachelor of Science in Business Administration.
Community Involvement
In addition to her professional commitments, Rupal is deeply engaged in her community, serving on the boards of the Junior Achievement of Hampton Roads and Asian Indians of Hampton Roads.
Certifications
Rupal is licensed with a Series 65, and holds certifications as a Certified Trust and Fiduciary Advisor (CTFA) and a Certified Wealth Strategist (CWS). She is also a 2018 graduate of the CIVIC Executive Leadership Program.
