Zahid Jafry is the Founder and Managing Member of Onus Observer LLC, a Registered Investment Adviser dedicated to guiding high-net-worth individuals (HNWIs) through the complexities of wealth management, particularly those with concentrated illiquid equity such as stock options and restricted stock units (RSUs). With a...
Zahid Jafry is the Founder and Managing Member of Onus Observer LLC, a Registered Investment Adviser dedicated to guiding high-net-worth individuals (HNWIs) through the complexities of wealth management, particularly those with concentrated illiquid equity such as stock options and restricted stock units (RSUs). With a robust background in private wealth management, Zahid leverages his expertise to craft tailored financial strategies that address the unique liquidity constraints faced by entrepreneurs and equity-compensated intrapreneurs. His approach is characterized by a meticulous focus on cash flow planning, ensuring that clients not only achieve their investment goals but also maintain the necessary liquidity to support their lifestyle and business aspirations.
At Onus Observer, Zahid spearheads key projects that involve comprehensive portfolio management, emphasizing the importance of aligning investment strategies with clients' cash flow needs. His deep understanding of equity valuation and market dynamics allows him to navigate complex financial landscapes, providing clients with insights that empower them to make informed decisions. As a registered holder of the Series 65 FINRA license, Zahid is well-equipped to offer fiduciary advice, ensuring that his clients' best interests are always at the forefront of his practice.
Zahid's skills in business development and strategic planning further enhance his ability to cultivate lasting relationships with clients, fostering an environment of trust and collaboration. By integrating his wealth management philosophy with a keen awareness of liquidity constraints, Zahid Jafry stands out as a thought leader in the field, committed to helping clients achieve financial stability and growth in their entrepreneurial journeys.
