Roshan Weeramantry joined RINA Wealth Management Services in September and has over 18 years of financial services experience. He obtained his Bachelor of Science Degree in Finance from DePaul University in 1999. He is serving as the Director of RINA Wealth Management LLC. Before joining RINA Wealth, he was a Senior Regional Vice President at Strategic Capital Distributors; a firm focused on specialty alternative investments. Roshan was part of the founding team and played a critical role in growing the company from being a start up to 5 billion in assets. Prior to Strategic Capital, Roshan served as a Regional Vice President at AXA Distributors and DWS Group focused on building and maintaining relationships with a wide base of financial professionals.
“Wealth management is changing where more emphasis is being focused on financial planning, tax planning and helping clients figure out their true wealth and what money really means to them. I’m very excited about our team, the integration with RINA Accountancy, and what we feel is a client focused yet disruptive pricing model. The initial feedback has been fantastic!”