Sheraz Iftikhar is the President and Chief Executive Officer of Arch Global Advisors and is responsible for the execution of the mission, vision, and financial success of the firm. Mr. Iftikhar is also charged with attaining the company goals, while managing the right balance of resources for employees and initiatives. Over the last 18 years, he has raised the profile of the firm nationally by developing seminars that educate clients on the importance of generational planning. In addition, he is credited for developing the organization’s signature five-step process to provide financial advice and custom, yet practical solutions for individuals, families and institutions. As a recognized leader in wealth management, he is regularly featured in many national publications including CNBC, Reuters and Advisors Magazine, discussing various financial topics.
Under his direction, three of the firm’s major initiatives were developed. The first was Arch Global’s proprietary Asset Track Program, which perfectly blends financial technology with the human touch to provide cost effective, high-value solutions. The second initiative tapped into the team’s experience, qualifying select Arch Global Advisors to participate in programs such as Retirement Readiness, which caters to corporate clients and their employees. The third leverages Arch Global’s network of accountants and attorneys to integrate tax and legal knowledge into holistic financial planning and decisions.
Mr. Iftikhar graduated from City University of New York with a double major in Economics & Media. He holds a General Securities Representative Registration (Series 7), Uniform Securities Agent State Law Examination Registration (Series 63), Uniform Combined State Law Examination Registration (Series 66), and Life insurance licenses. He is an Investment Advisor Representative, Accredited Investment Fiduciary (AIF) and a candidate for the CFP® (Certified Financial Planner™).
Mr. Iftikhar is active in various charities and is a board member for multiple profit and non-profit organizations. He is a member of the Financial Planning Association and has consistently qualified for the Million Dollar Round Table for the last 10 years. Mr. Iftikhar is a highly decorated competitive runner. He lives in New York City with his wife Sheba and beautiful daughters, Aaliyah and Ariana.
Akhil Kumar is the Vice-President and Chief Compliance Officer at Arch Global Advisors. Mr. Kumar co-founded the firm with one vision, to provide financial confidence to clients by delivering comprehensive planning, resources and options that help them meet their long-term goals. Akhil has spent his entire career devising innovative solutions to create a blueprint for clients to achieve better financial outcomes and serves in a leadership role with Arch Global Advisor’s Investment Committee. Leveraging Mr. Kumar’s nearly two decades of financial experience, he is instrumental in developing the strategic vision of the firm, as well as analyzing and anticipating market trends. In addition, Mr. Kumar plays a key role in Arch Global’s internal Asset Track Program, which bypasses the rising cost of external managers and helps clients optimize returns through well-thought out asset allocation.
As a former collegiate golfer, Mr. Kumar combined his strength for financial management with his fascination for predictive human behaviors to earn his Bachelor of Arts degree in economics, finance and management and a minor in psychology from Manhattanville College. He holds a General Securities Representative Registration (Series 7), Uniform Securities Agent State Law Examination Registration (Series 63), Uniform Combined State Law Examination Registration (Series 66), as well as Life Insurance Licenses. Mr. Kumar was awarded Westchester’s Business Council’s “40 under 40” award in 2018, which represents the best and brightest community leaders who have strong professional accomplishments and demonstrated leadership skills. Mr. Kumar is also a candidate for the CFP® (Certified Financial Planner™) exam.
Mr. Kumar is active in supporting his community and serves as a member of the Rye Golf Club commission. He regularly volunteers with multiple local and national charities. Akhil has been instrumental in working to raise awareness for their missions by helping them organize and support their local golf outings. He currently resides in Rye, New York with his wife Kristin and their two children.
Jonathan Wiley is the Vice-President, Head of Investments at Arch Global Advisors and focuses on absolute return investment strategies for high net-worth individuals and their families. As a senior member of the advisory committee, Mr. Wiley assists in overseeing the strategic and tactical asset allocation decisions of each portfolio through changing market cycles. In addition, he is now spearheading the systematic integration of Environmental, Social, and Governance (ESG) factors into portfolio design.
Jonathan is a former academic All-American collegiate student-athlete, having completed his Bachelor's degree with a double major in finance and management at Montana State University. In addition, Mr. Wiley holds a M.B.A. from the prestigious New York University Stern School of Business, with specializations in finance and entrepreneurship. Prior to joining Arch Global Advisors, he worked at National Securities as an Investment Advisor Representative for nearly 8 years.
Mr. Wiley currently holds a General Securities (Series 7) and a Uniform Combined State Law (Series 66) securities registration, and has passed the Branch Manager Supervisory exam for the National Futures Association (Series 30), as well as the National Commodities Futures exam (Series 3). In addition, he holds Life and Annuity Insurance licenses. Mr. Wiley is also a candidate for the CFP® (Certified Financial Planner™) exam.
Mr. Wiley is a member of the Financial Planning Association, as well as the Society of Financial Service Professionals. Jonathan resides in Greenwich, Connecticut and is an avid cook, sports fan, dog lover, and passionate world traveler.
Paris Riha is providing support as an Associate Wealth Advisor to the Partners at Arch Global Advisors. Mrs. Riha completed her Bachelor's degree with honors from Duke University with a major in neuroscience and minor in chemistry. In addition, Paris is currently enrolled in Harvard Business School Online, taking courses in financial accounting, economics for managers, and business analytics.
Prior to joining Arch Global Advisors, Mrs. Riha worked at AXA/Equitable Advisors as a Financial Consultant. Mrs. Riha is an Investment Advisor Representative and holds the following licenses: General Securities Representative Registration (Series 7), Uniformed Combined State Law Examination Registration (Series 66), and a New York State Life, Accident and Health Insurance license.
Paris was born and raised in New York City and is Bilingual in Spanish. She loves to travel the world and considers Argentina a second home after living there for 5 years. Paris is a fan of the Rangers, Cowboys and River Plate and also enjoys golf and tennis. She is also an active member in the community as a member of the Duke Alumni Admissions Advisory Committee.
Bilal Iftikhar leads the Insurance Department at Arch Global Advisors and focuses on developing holistic insurance services to the firm’s clients, including life, long-term care, as well as disability. He is responsible for policy design, reviewing insurance provisions and maintaining relationships with the firms service providers. Mr. Iftikhar completed his first Bachelors degree from The City College of New York with a major in business management and administration and a second Bachelors degree from Lehman College with a major in computer science.
Mr. Iftikhar currently holds a New York State Life, Health & Accident license. He is a candidate for the General Securities Examination (Series 7).
He currently resides in Bellerose, Long Island with his wife and son. In his spare time, Bilal enjoys cross-country running and soccer.
Brian Bejarano provides office and client support as an Administrative Assistant at Arch Global Advisors. Mr. Bejarano has been involved in the financial industry for the last five years, mainly contributing to client-facing roles. His initial exposure to the industry stems from working with corporations dedicated to financial debt relief programming. Through this time, Mr Bejarano gained much experience managing financial planning for clients in high pressure scenarios facing legal challenges.In addition, Mr. Bejarano also has experience in financial executions for a marketing firm when he held the position of a Client Finance Associate.
Before working in Finance, Mr. Bejarano was involved in education, teaching English abroad in Istanbul, Turkey for 3 years. It is during this time he gained a strong understanding for the importance of an interpersonal approach with individuals looking to strengthen a certain aspect of their lives. This has carried over to building strong and positive relationships with clients who seek professionals with a desire to understand their specific needs best.
Mr Bejarano was born in the Greater New York area and is bilingual in Spanish. In his spare time he enjoys biking, diving into classic literature and keeping up with documentaries on current events. He is a travel enthusiast and believes unlocking the understanding of different cultures is as effective as learning a new language to connect with others.
Kelly Preston is providing support as an Administrative Assistant at Arch Global Advisors. Ms. Preston has earned her Bachelor’s degree with honors from The Fashion Institute of Technology in Business Management with a minor in Economics.
Prior to joining Arch Global Advisors, Ms. Preston worked as an assistant to an advisor at Equitable Advisors. She has a background in the fashion, customer service, and hospitality industries as well.
Ms. Preston was born and raised in New Jersey, and now calls New York City home after residing here for 5 years. Kelly enjoys doing yoga and is close to completing certification to be a teacher. In addition, she loves dogs, reading, ballet, and trying new restaurants.
Adnan Akhter is charged with overseeing the asset management program at Arch Global Advisors and for developing investment strategies for the firm’s high-net worth clients. In addition, his responsibilities include top-down market and economic analysis, and creating forecasts for the firm. His previous experience includes various roles in the financial industry with exposure to research analytics, credit risk in the financial sector, and corporate finance.
He holds numerous degrees including a M.B.A with a concentration in Finance from Muhammad Ali Jinnah University and a PhD with a specialization in Emerging Financial Markets from Capital University of Science and Technology. Adnan has a Data Science Professional Certification from IBM, a Public Sector Debt Statistics certification from the International Monetary Fund, and an Applied Data Science certification from the University of Michigan. Mr. Akhter is also a CFA Charterholder®.
Adnan is an active member of the financial community and volunteers with the CFA Ethics Compliance Connection and is a member of the Practice Analysis Work Body (CBoK) at the CFA Institute. He frequently writes for magazines on social issues and enjoys traveling and swimming in his spare time. Also, Adnan regularly instructs high intensity interval trainings in fitness clubs.