Sweta Shah, Chief Financial Officer at Northeast Private Client Group, smoothly manages the firm’s finances and budgeting oversight. With a goal to help clients succeed, Sweta serves all of her clients with professionalism and efficiency. She is dedicated to earning and keeping the trust of her clients through creating personal connections and providing excellent service. Her finance work includes areas of commercial banking, accounting, financial planning, investment banking and money managing.
Prior to working at Northeast Private Client Group, Sweta graduated with a bachelor’s degree in finance from Rutgers University. There, she was inspired to pursue a career in finance because of opportunities to work with a broad range of clients and colleagues, across geographies and industries. Her work in finance has brought her diverse experiences. She previously worked as the financial coordinator for City College of New York and the branch operations manager for Santander Bank.
A gifted communicator, Sweta can walk into any situation and find a human connection with others. She values the challenges her job provides, always striving to break barriers, solve problems and make a difference in the lives of others.