Soumit Sarkar CFA,AIF

Strong Financial Partners is a financial services firm based in the New York metro area. We provide expertise and foresight in planning, protecting and growing wealth. Our firm was founded on the strong belief that every client is unique and deserves personal attention. We specialize in the healthcare space working with many healthcare professionals to offer customized solutions regarding Investments, Insurance, Trust & Estate strategies covering both business and personal wealth.  Pursuing a collaborative strategy we design “customized” wealth management solutions for our clients. We drive value by developing a deep understanding of individual situations, by maintaining a high-touch relationship and offering solutions with unbiased advice. Our partnership assists in developing, maintaining and attaining financial objectives of professionals and business owners. Connect with us today to explore our firm and the range of financial solutions we offer to help make a better choice.    

Soumit Sarkar is the founder, President of the firm. Soumit is an executive in the field of investment management and client relationship management. He is a fiduciary and has over 20 years of experience in providing investment advisory services to affluent and high net worth clients.  In his investment advisory role at global financial firms, Soumit led key market initiatives in Asia , Europe and North America. He has advised clients on a variety of investment strategies and portfolio diversification across multiple asset classes. Soumit held positions of increasing responsibility within American Express Private Bank for over a decade. He spearheaded client investment advisory function at the New York office of American Express Private Bank . He was the head Investment advisor for the New York office of Standard Chartered Private Bank and led the mid atlantic business development function for South Asian business at HSBC Premier Banking.  Soumit is a CFA Charterholder  , an Accredited Investment Fiduciary and adheres to the CFA Institute Code of Ethics & Standards of Professional Conduct. He is a qualified Chartered Accountant from The Institute of Chartered Accountants of India and a honors graduate in Finance from St. Xavier’s College, University of Calcutta, India.