Sweta Shah is Chief Financial Officer at Northeast Private Client Group. Responsible for managing a multitude of tasks both internally with the firm and externally with clients, Sweta is an invaluable asset to her colleagues and clients alike.
While attending Rutgers University, she was inspired by a professor who spoke of a career in finance as a cross-cultural, cross-industry, flexible opportunity to lead and manage diverse teams. With that inspiration, Sweta earned her Bachelor in Finance and launched her nine-year career in financial services; first at a CPA firm and then a bank, where she served as a Financial Coordinator and Branch Operations Manager, respectively. Today, Sweta specializes in areas of commercial banking, financial planning, investment banking, and money management. By challenging herself every day, standing out, and providing actionable solutions to financial problems, Sweta is able to make a real difference in the lives of her clients.
Sweta lives in Livingston, New Jersey, and enjoys drawing and dancing in her free time.