Prior to founding Bamboo Investment Management, Ali worked as a financial advisor at Merrill Lynch Wealth Management. He advised corporate executives, business owners, entrepreneurs, and families on all aspects of their financial lives. He is a Portfolio Advisor, who in addition to providing traditional advice and guidance, has helped clients pursue their investment objectives by implementing a diversified, systematic, discipline strategy that removes emotion out of the investment process.
Ali is skilled in a range of offerings, including wealth management, cash-flow modeling and tax efficient strategies. Ali reviews both sides of a client’s balance sheet to identify gaps and capitalize on opportunities for a more efficient use of capital. He takes a highly disciplined approach to addressing the investment needs of affluent clients, sensitive to their risk parameters, personal timelines, lifestyle needs, and long-term goals.