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Akhil

Iyengar

Vice President, Investments

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Akhil

Prior to joining Moors & Cabot in 2024, Akhil spent 4 years at Goldman Sachs in Salt Lake City, UT en route to Miami, FL. During his tenure at Goldman, Akhil amassed his knowledge of the Capital Markets through his roles with the Interest Rates and Credit Derivatives trading desks. From there he transitioned to the Wealth Management space working with the clients ranging from Ultra-High-Net-Worth individuals to corporate executives.


Akhil is devoted to developing long-term relationships with his clients to help balance the stress of juggling work, family, and their lifestyle while managing the impact today’s decisions have on tomorrow’s outcomes. He leverages a myriad of financial planning tools and strategies including retirement planning, risk management, investment management, college funding, cash flow management, and estate planning to serve each of his clients' individual circumstances.

Akhil currently resides in Miami, FL where he enjoys the year round sun as an avid golfer and runner. He can be found watching the San Antonio Spurs, and New Orleans Saints as an avid sports fan during their seasons.


Akhil is a graduate of Drexel University where he majored in Business and Engineering with a minor in Legal Studies. He currently holds the SIE, Series 7, and Series 66 licenses.

 

Background and qualification information is available at FINRA's BrokerCheck website

 
 

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