Faiez Ahmed

Senior Advisor, Wealth · +1 (212) 792 4810
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Faiez Ahmed, a senior wealth advisor with Baker Tilly Wealth Management, LLC, joined the firm in December 2020. Faiez advises a diverse range of clients with substantial wealth in the US and abroad, including multigenerational families, entrepreneurs, executives and public figures, as well as their respective trusts, corporations, and foundations. Faiez works with clients who are active wealth creators in their own unique way—including self-made business owners, entrepreneurs and leaders—who desire a collaborative approach to the questions they encounter on the road to reaching their personal and financial goals.

Faiez’s primary focus is business development, building awareness around the team’s capabilities and maintaining relationships with current and prospective clients. He acts as an intermediary between clients, the team, and Baker Tilly Wealth Management.

Prior to joining Baker Tilly, Faiez was on a private wealth management team at Morgan Stanley in New York, serving the team's most affluent relationships. He oversaw the team’s alternative investments, derivatives, and manager due diligence process.

  • Portfolio construction
  • Family governance & wealth education
  • Pre-liquidity planning
  • Estate planning strategies
  • Alternative investments
  • Consolidated reporting
  • Cornell ILR Alumni Association
  • Cornell Traditional Fellows
  • The Dwight School Alumni Foundation
  • Arab Banker Association of North America (ABANA)
  • Certified mediator, Scheinman Institute on conflict resolution at Cornell University
  • The Fullbridge program at Harvard University

Location

New York

Education

Bachelor of Science, industrial and labor relations
Cornell University (Ithaca, New York)