Sheraz Iftikhar is the managing partner and co-founder of Arch Global Advisors with more than 14 years of experience. He deploys the firm’s signature five-step process to provide financial advice and custom solutions for individuals, families and institutions. Mr. Iftikhar and his partner Akhil Kumar 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.
Under his direction, three of the firm’s major initiatives were developed. The first was Arch Global’s proprietary Asset Management 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 Voya’s exclusive Retirement Readiness program, 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 financial planning and decisions.
Mr. Iftikhar also raised the profile of the firm by developing seminars that educated clients from the healthcare, technology and hospitality industries on ways to take control of their financial future. He and his team also have been featured on radio shows and national media outlets including CNBC and Reuters discussing various financial topics.
Mr. Iftikhar is a graduate of City University of New York. He is an Investment Advisor Representative and a November candidate for CFP® (Certified Financial Planner™). He holds the following licenses and registrations:
· General Securities Representative Registration (Series 7)
· Life insurance license
· Uniform Securities Agent State Law Examination Registration (Series 63)
· Uniform Combined State Law Examination Registration (Series 66)
Mr. Iftikhar is active in various charities and is a board member and trustee for multiple profit and non-profit organizations. He lives in New York City with his wife Sheba and beautiful daughters, Aaliyah and Ariana.
Akhil Kumar is a partner and co-founder of Arch Global Advisors. He deploys the firm’s signature five-step process to provide financial advice and custom solutions for individuals, families and institutions. Mr. Kumar and his partner Sheraz Iftikhar 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.
Leveraging Mr. Kumar’s 13 years of financial experience and advanced designations. Mr. Kumar plays a key role in Arch Global’s internal Asset Management operation, which bypasses the rising cost of external managers and helps clients make the most of their money.
An avid golfer, Mr. Kumar reinforces life-lessons from his favorite sport like discipline, patience and persistence to educate clients on ways to enhance their financial situations. Many of his private consultations and seminars reach and empower people from industries like healthcare, technology and hospitality. Mr. Kumar is grateful to be able to share his enthusiasm for the sport when he supports his favorite organizations like Manhattanville College, Achilles International, the Business Council of Westchester and Per Scholas. He also serves as a member of the Rye Golf Club commission.
While at Manhattanville College, 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. He holds the following license and registrations:
Mr. Kumar is a member of the Business Council of Westchester. He currently resides in Rye, New York with his wife Kristin and their two young children.
Prior to joining Arch Global Advisors (AGA), Mr. Wiley worked at National Securities as an Investment Advisor Representative for nearly 8 years.
Mr. Wiley 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, Jonathan holds a M.B.A. (2016) from the prestigious New York University Stern School of Business, specializing in Finance and Entrepreneurship.
While focusing on providing retirement solutions to medical professionals, small business owners, and other high net-worth individuals, Mr. Wiley believes that sound financial planning needs to be curated and tailored to meet the specific needs of each individual client. He also feels robust feedback is essential to meeting these needs and helping clients reach their financial goals.
Mr. Wiley holds a Series 7 and 66 securities registration, as well as a Life and Annuity Insurance License. Mr. Wiley is also a candidate for the 2018 CFP® exam.
Jonathan has resided in New York City for the last 10 years and is an avid cook, dog lover, and passionate world traveler.
Victor Chatelain is providing support as the Junior Financial Associate to the Partners and Advisors at Arch Global Advisors. Mr. Chatelain completed his Bachelor's Degree from Loyola University Chicago in 2015 with a major in Mathematics.Using a unique background of mathematical analysis with customer service support, Mr. Chatelain identifies ways to provide the best support to the staff and absorbing knowledge of the financial services industry. Mr. Chatelain is working, under the guidance and tutelage of the founding partners to absorb and learn as much as possible to become fully registered Securities representative.Victor is interested in baseball and basketball, and is a New York Mets fan although being native to the Bronx. He is also an active member in the community as part of the Alpha Kappa Psi Inc. professional business fraternity.
Bilal Iftikhar is providing support as the Junior Financial Associate to the Partners and Advisors at Arch Global Advisors. Mr. Iftikhar completed his Bachelor's Degree from City College of New York in 2009 with a major in Finance and Economics.
He currently resides in Bellerose, Long Island with his wife and son.
Saad Saleem joined Arch Global Advisors in January 2018 as an Investment Analyst. His main role involves monitoring the performance of AGA's portfolio models and recommending different investments to the portfolio. Some of the main aspects of his daily duties include evaluation of the economy, identifying positive and negative market indicators, and detailed analysis of Exchange-traded funds. Saad contributes through reporting on the monthly Economic Market Data for Arch Global Advisors. He is also responsible for rebalancing the portfolio and suggesting new securities and ETF’s. Mr. Saleem is not registered or affiliated with Cambridge Investment Research INC. and works as an off-site analyst for Arch Global Advisors.
Mr. Saleem has extensive experience providing research and drafting comprehensive Financial Statements along with other financial information.
Mr. Saleem is currently an ACCA Member and a CFA Level II Candidate. After graduating from Oxford Brooks University, he immediately focused on the Financial Services Industry and enrolled in the CFA Program to enhance his financial skill set.
Usman Ayub is an investment analyst at Arch Global Advisors with almost five years of experience in the financial industry. His responsibilities at Arch Global include monitoring the performance of the firm’s portfolio models through competitive analysis and the evaluation of markets, economic indicators and exchange-traded funds (ETFs). His passion for learning the mechanisms of investment instruments, coupled with his hands-on experience analyzing equities, has inspired him to pursue a CFA designation. Mr. Ayub is not registered or affiliated with Cambridge Investment Research INC. and works as an off-site analyst for Arch Global Advisors.
Mr. Ayub earned his bachelor’s degree in Applied Accounting from Oxford Brooks University in Oxford, England
Mr. Ayub is an affiliate of the Association of Chartered Certified Accountants (ACCA), making him uniquely qualified in areas of auditing and taxation. He successfully completed the CFA Level 1 examination in 2017, the first step in achieving designation as a CFA.
His enthusiasm and commitment for providing clients with the tools for financial success is only eclipsed by his passion for performing pop and rock music as a vocalist and guitarist.