Chirag Sharma

Chirag Sharma is a Manager of Trade Operations and Investment Management at Wiss Private Client Advisors. He began his career at Wiss, and continues to hone his skills in order to make sure he is serving clients in the best capacity. He is driven by a passion for studying financial markets and the flow of capital.

Chirag specializes in portfolio construction, investment research, trading, and manager due diligence. His day-to-day includes trading client accounts, working with our external partners in implementing client portfolios, monitoring client portfolios, and providing research to support the financial advisors in client conversations. He also utilizes the latest technology to develop and refine processes. As a dedicated professional in the wealth management industry, Chirag’s ultimate goal is to ensure that families building and preserving their wealth are well-informed regarding the intricacies of capital markets.