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Ash Chopra

Private Wealth Advisors

101 CALIFORNIA STREET, FLOOR 21

SAN FRANCISCO, CA 94111

415.288.2628

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AshSquareCasualAug2016

About us

Team Philosophy

Ash Chopra joined the Private Banking and Investment Group at Merrill Lynch from Goldman Sachs in April 2004. He chose Merrill Lynch above other competitors because he felt the firm provided a unique combination of the flexibility and independence of a boutique paired with the strengths and resources of a global investment firm. Combined with Ash's innovative approach to investment, which includes management of assets, connection of clients across various industries, and use of connections to help clients build a diverse portfolio, Ash and his team are able to help his clients achieve financial goals they seek. Ash’s team is based dually in San Francisco and Palo Alto, making them accessible in the city and in Silicon Valley.

Ash has been entrusted with approximately $1.5 billion in assets for approximately 30 select client families as of November 2016. He and his team offer investment advisory and other wealth management strategic services with an advisory focus on world financial markets and a legacy-building component which coordinates the efforts of clients’ legal, accounting and estate advisors.

Our investment approach is holistic, tax sensitive, and free of conflict of interest. We only use outside managers and ETFs to provide clients with best-in-class investment management experience. Our goal is to provide optimal risk-adjusted, after-fee returns by designing customized tactical asset allocations and location strategies.

Team Emphasis.

Conflict Free Advice Welcoming Office Environment Passive and Active Management through Exclusive Use of Outside Managers Concentrated Stock Management Estate Planning Strategies Strategic and Tactical Asset Allocation* Philanthropy Focus on Tax Aware Asset Management.

*Asset allocation does not ensure a profit or protect against loss in declining markets.

Our Client Group

Ash manages a diverse client profile, from founders of Valley giants like Tesla to C-sutie executives of growing companies like DocuSign and SolarCity. Ash and his clients work together to focus on creating a diverse portfolio by capitalizing on resources within the client group and moving towards legacy-building generational wealth for his clients’ children and heirs. The team’s goal is to provide exceptional, individual financial management through frequent personal interaction and a talented group of client associates available throughout the week to field clients’ inquiries. Ash enjoys hosting events to encourage networking between his clients at a number of different places in the Bay Area for a variety of events, such as Diwali.

Meet the team

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Ash Chopra

Managing Director

Intl Private Wealth Advisor

415.288.2628

415.288.2628

ash_chopra@ml.com

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Michelle L. Massey

Sr Private Wealth Assoc

415.288.2626

415.288.2626

michelle_l_massey@ml.com

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Mel Chen

Private Wealth Analyst Investments

415.288.2581

415.288.2581

mel.chen@ml.com

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Meet the team

Ash Chopra

Managing Director

Intl Private Wealth Advisor

415.288.2628

415.288.2628

ash_chopra@ml.com

Add to address book

Read Bio

Michelle L. Massey

Sr Private Wealth Assoc

415.288.2626

415.288.2626

michelle_l_massey@ml.com

Read Bio

Mel Chen

Private Wealth Analyst Investments

415.288.2581

415.288.2581

mel.chen@ml.com

Add to address book

Read Bio