Tevan’s journey began in Zurich. Surrounded by diverse cultures, he learned early on to see the world through a global lens. After moving to the U.S., he pursued his passion for finance with full force. This international perspective became his strength. He didn’t just study the markets he understood them on a level that crossed borders and industries.
Tevan’s first big career moves came with jobs at top-tier firms like Merrill Lynch and JPMorgan Chase. These roles sharpened his expertise in wealth management and investment strategy. At Merrill Lynch, he handled portfolios for high-net-worth clients, guiding them through the ups and downs of volatile markets. Later, at JPMorgan Chase, he delved into more complex financial portfolios. He learned how to manage risks and capital for individuals and large companies alike. After gaining vast experience, he ventured into consulting to focus on providing transparent, unbiased advice. That’s a rare thing in the financial world.
Even though he was thriving in his career, Tevan never stopped learning. He earned an MBA from the University of Southern California (USC), where he specialized in finance and strategy. But that wasn’t enough for him. Tevan pursued certifications in artificial intelligence (AI) and data analytics from Northwestern University. Staying ahead of the curve has always been his mantra. With the finance world constantly evolving, these certifications allow him to bring cutting-edge insights to his clients.