Zubin Hodiwalla

Zubin has worked in the financial services industry since 1989 with varying roles in client service, investment advisory and financial planning. He has held positions at Oppenheimer & Co, Merrill Lynch, Smith Barney Citigroup, Fidelity Investments and Charles Schwab. Prior to joining Alpha Strategic, Zubin managed an Ultra High Net worth practice of clients numbering 350 households and $1.3 Billion in assets. He has a Bachelors of Business Administration from Bernard M Baruch college and a Master of Business Administration from Long Island University. He holds industry licenses including a Series 7, Series 63 and Series 65 as well as New York State Life Insurance and Annuity licenses.