Ash Rajan in

Ash Rajan

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President, Rajan Private Wealth, Prudential Advisors at Rajan Private Wealth
📍 New York City Metropolitan Area, United States

Ash Rajan is the Founder of Rajan Private Wealth, leveraging over 30 years of experience as a senior executive at top firms like Merrill Lynch and Morgan Stanley. As a former Chief Investment Strategist, he specializes in comprehensive financial planning, asset management, and wealth transfer for affluent clients, and holds three masters degrees.

Outside of finance, Ash is an accomplished and award-winning photographer with six published coffee-table books on African wildlife. He is also a certified wine writer-educator with credentials from the Ecole Du Bordeaux in France and lives in New Jersey with his wife and two children.

Unique fact: Ash has been a delegate to the investment councils for international dignitaries, including the King of Morocco and the Crown Prince of Abu Dhabi.

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Experience
24 Years
Current Role
President, Rajan Private Wealth, Prudential Advisors
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ash cares about

Wealth Management
Focuses on advising affluent families, corporate executives, and business owners on asset preservation and generational wealth transfer, a theme throughout his career at top-tier firms.
Investment Strategy
Formerly the U.S. Chief Investment Strategist for Merrill Lynch and Co-Head of Research at Morgan Stanley, he is a frequent keynote speaker on investment topics.
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Career

Work history

1-2020
President, Rajan Private Wealth, Prudential Advisors
Rajan Private Wealth
2-2016 - 1-2020
Wealth Management for Affluent Families, Family Offices, Foundations & Endowments
Janney Montgomery Scott
2006 - 1-2012
Chief Investment Strategist, UHNW Investment Office
Merrill Lynch
1986 - 1993
Head, Private Client Portfolio Strategy
Morgan Stanley Wealth Management
In the press

Media appearances

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Education
1985 - 1986
Master of Arts (M.A.) Advertising
The University of Texas at Austin
1982 - 1983
Master of Science
Frostburg State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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