Vibhaw Arya

Strategic Relationship Management @ Envestnet | Former RIA C-Suite Executive | NYU Stern MBA

New York City Metropolitan Area

About

Seasoned Wealth & Investment Management leader with 25+ years driving innovation and efficiency across RIA, Institutional, Wirehouse, and Fintech channels. As a former RIA C-Suite executive and NYU Stern MBA, I bring a strategic and execution-oriented mindset, deep industry knowledge, and a collaborative leadership style that empowers teams and builds lasting client relationships.

Experience

  • Envestnet (New York City Metropolitan Area)
    • Head of Strategic Relationship Management - RIA Segment
      Apr 2026 - Present · 3 mos

    • Principal Director, Strategic Relationship Management
      Jun 2025 - Apr 2026 · 11 mos

  • Partner, Chief Wealth Officer at Transcend Capital Advisors
    Jul 2024 - May 2025 · 11 mos

  • Shufro, Rose & Co., LLC (7 yrs 4 mos)
    • Chief Operating Officer
      Jan 2020 - Jul 2024 · 4 yrs 7 mos

    • Head of Operations & Information Technology
      Apr 2017 - Jan 2020 · 2 yrs 10 mos

  • Director, Business Platforms and Services, Global Wealth & Retirement Solutions (GWRS) at Bank of America Merrill Lynch
    May 2010 - Apr 2017 · 7 yrs

  • Vice President, Asset Management Business Infrastructure at Neuberger Berman
    Apr 2007 - May 2010 · 3 yrs 2 mos

    (formerly Lehman Brothers)