Sumit Mehta
Financial Advisor at Pure Financial Advisors
Sumit Mehta
Financial Advisor at Pure Financial Advisors
San Diego, California
Overview
Work Experience
Financial Advisor
2022 - Current
A CERTIFIED FINANCIAL PLANNER™ professional with Pure Financial Advisors, Sumit uses his financial markets experience to help clients live their best lives. His core passion for helping others drives collaborative and consultative solutions to simplify the complex financial landscape many of us find ourselves in today. Sumit’s empathy and knowledge drive client confidence in their financial decision-making.
Founder, Managing Partner
2011
o Founded and built an independent venture firm. o 20+ investments include the largest craft brewery in Illinois and the largest US cannabis incubator. o Portfolio exposure includes business incubators, logistics companies, investment groups, cannabis confectionary manufacturers, residential real estate, craft breweries, media companies and benefits processors.
Founder, CEO
2016 - 2022
o Established and built a Registered Investment Advisory and Banking practice o Licensed provider of OCIO services and SMAs to pioneering investors interested in leading edge capital allocation o Globally recognized strategist; invited to keynote at over 50 global conferences o Author of the GreenPaper®, an authoritative voice on deep industry trends peaking at 80,000 subscribers within five years of publication
Partner and Group CFO
2021 - 2022
o Established Greece office and Swiss banking relationships o Informed global strategic and management decisions across the organization o Registered Investment Adviser with $4.5B in global assets o Implemented a firm-wide ERP and managed the project team o Recruited and managed finance and accounting teams o Served on the Executive Leadership Team and Investment Committee
Director of Finance, Strategic and Financial Consultant, Lifetime and Outstanding Member
2016 - 2021
As the Director of Finance, Sumit focused on corporate finance and strategy for The Arcview Group. This included financial modeling and oversight, long-term strategic planning, operational efficiency and metric valuation. Sumit provided mentorship assistance to the entrepreneur relations team and helped run due diligence sessions at Arcview Investment conferences. Sumit currently serves as an investor, advisor and board member to several companies funded via the Arcview Investor network. Sumit was awarded Arcview's 'Outstanding Member' award for his contributions to the investor network and broader cannabis community. MAZAKALI remains a lifetime corporate member of The Arcview Group.
Financial Advisor
2015 - 2016
o Opened new markets and raised ~$25m in assets via creative marketing in movie theaters across Chicago o Provided tailored investment advisory and financial planning services to successful individuals, families and institutions
Director of Business Development
2013 - 2015
o Drove investment advisory AUM growth from $60B to $80B across all business lines o Provided impartial, cost-effective investment consulting to plan sponsors, non-profit organizations and private clients
Head of Sales & Trading, Midwest
2010 - 2012
o Generated $15m in revenue via trading services, corporate access and investment idea generation o Recruited and managed traders and sales professionals to cover Midwest asset managers o Managed budgets, directed strategy and influenced product development o Active member of management committee, product committee & corporate access committee
Director, Institutional Sales
2003 - 2010
o Drove ~$25 million in revenues through cross-selling of products such as electronic trading, structured notes, prime brokerage services, derivatives, CSA’s, etc. o Managed and enhanced institutional relationships across accounts in Chicago, New York, Michigan, Ohio, & Pittsburgh o Successfully influenced multiple IPO placements, traveling extensively with C-level management to investor meetings o Authored a daily investment newsletter for broad distribution across client base
Strategy Consultant
2001 - 2001
• Developed an integration plan for four highway concessionaires (87% of the total highway systems in Malaysia) that resulted in savings of $107m • Performed best practice research, analysis and global benchmarking to identify improvement areas and establish performance targets