Chief Financial Officer
Amit serves as Chief Financial Officer of Merchant, where he handles all financial and reporting responsibilities of the firm. Prior to Merchant, Amit served as CFO for Dynasty Financial Partners since it’s inception. In his last two years at Dynasty, Amit managed Dynasty’s Capital Strategies business and was responsible for deploying credit and equity capital in its network firms.
Previously, Amit headed Family Office Special Services at Morgan Stanley, was the Business Manager responsible for building the administrative platform for Citi Family Office, and worked in the Strategy Group at Smith Barney, where he was primarily responsible for managing Risk Capital for the firm. Prior to Smith Barney, Amit worked as an Investment Banker in the Leveraged Finance Group of Salomon Smith Barney and raised bank and bond capital for companies through highly structured credit deals.
Amit earned an MBA from Penn State and holds Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.