Ms. Bhatia has 20 year career of leadership experience in the investment management industry, and serves an advisor to entrepreneurial individuals and families.
In 2002, Ms. Bhatia was a founding Partner of Highmount Capital, a 2.5 billion dollar wealth management firm with offices in New York, Boston, Amsterdam and Zurich. While at Highmount, Ms. Bhatia was directly involved in having her firm achieve a number of awards, including the PAM Awards as the best multi-family office in 2011. She was responsible for the firm’s internal investment capabilities and led the investment portfolios and staff. During her tenure, she was responsible for the firm’s marketing and branding. While at Highmount, Ms. Bhatia was responsible for developing governance and education programs for families.
Ms. Bhatia received her BS from Tulane University and her MBA from Thunderbird, The Graduate School of International Management in Glendale, Arizona. Ms. Bhatia has served on a variety of non-for-profit boards including K.I.D.S. and is a founding and advisory member of The Redwoods Initiative. She is a member of the Women’s Presidents Organization (WPO), Financial Women’s Association (FWA), New York Society of Security Analysts (NYSSA), The CFA Institute, Financial Planning Associations (FPA), and STEP. She holds a series 65, a Chartered Financial Analyst (CFA) designation, and a CFP (Certified Financial Planner). She is a member of Golden Seeds, a women’s angel investing group and on the Board of Springboard Enterprises, a venture catalyst for emerging growth ventures led by women.
Ms. Bhatia resides just outside of New York City with her two young boys. She enjoys many actives including triathlons, skiing, cycling, travel and horseback riding.