Experienced Financial Professional Atul Makharia
Based in Lexington, South Carolina, Atul Makharia is a wealth management professional who has over two decades of experience. During this time, Atul Makharia has held a variety of positions, the majority of which were with Mantei & Associates, where he first started as an intern.
In the 20 years since then, Mr. Makharia has held several other positions and served as the senior vice president of investments. Throughout this time, he has developed a personalized approach to dealing with each of his clients while also making sure to do so as holistically as possible. This has included advising them in several areas, while also making adjustments whenever needed.
Atul Makharia first attended Mumbai University, where he studied chemical engineering. He then moved to the University of South Carolina, where he earned an MBA in finance. Outside of his career, he engages in a variety of hobbies and regularly watches a variety of sporting events, such as the Cricket World Cup.