Director of Advisory Services
Prior to joining Tidal as Director of Advisory Services, Kedar held positions as Marketing and Project Manager at UBS within the Advisor Marketing and Client Experience division. He was responsible for advising over 2000 financial advisory teams on strategic marketing and client experience practices. Previously, Kedar was a Financial Advisor at Morgan Stanley where he partnered with some of the firm’s top wealth management teams focused on AUM growth. Kedar has also worked at J.P Morgan within their banking division. Kedar founded INVAN LLC, a company dedicated to consulting to start-ups to help them raise capital and develop their business plans and go-to-market strategies.
Kedar earned his BA in Business Psychology from Stony Brook University and is an avid reader.