Rehan Chaudhry

Experience and Education

Rehan provides clients with personalized wealth management solutions that include financial planning, tax planning, investing and reporting to help them reach their goals.

Prior to joining Mariner, Rehan was a partner advisor at AdvicePeriod, where he worked with a select group of high-net-worth entrepreneurs and executives to align their asset allocation and investment strategies with tax, estate and philanthropic planning. He previously served as a senior director at BNY Mellon Wealth Management, advising affluent business owners, and spent over a decade in private banking and investment roles at J.P. Morgan.

Rehan holds a bachelor’s degree in finance and information technology from La Salle University.

Personal Interests

Away from the office, Rehan enjoys spending time with his wife, Miriam, and their three children, Rohm, Kauis and Rue. He’s an avid tennis and golf player and values time outdoors and working out. He is also a longtime member of the Association for Corporate Growth, where he serves on the Board.