Zubin Hodiwalla

Operations Specialist 

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.