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Wednesday, Apr 24, 2024

Leaders of Influence: Wealth Managers 2023 – Supriya Batra

Custom Content by the Los Angeles Business Journal

SUPRIYA BATRA
Managing Director and Partner
Bel Air Investment Advisors

Supriya Batra is a partner at Bel Air Investment Advisors where she has been working since 2015. She currently leads the Strategy committee at Bel Air and is also a member of the Budget and Finance committee. Her trusted expertise and diverse skill set have been evident throughout her career, particularly during her tenure at Bel Air as she advises high net worth individuals, families and foundations spanning generations and various financial objectives.

Batra leverages her exceptional financial knowledge and experience from her time studying at Berkeley’s Haas School of Business and Stanford’s Graduate School of Business, as well as during her 20 years delivering wealth management capabilities across other major firms including J.P. Morgan, Sterling Stamos, and Goldman Sachs. Her expertise in portfolio management, financial modeling, and other tax and estate issues facing wealthy families allows her to meet her clients’ needs.

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