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Supriya Batra

Partner at Bel Air Investment Advisors

Supriya Batra is a Partner at Bel Air Investment Advisors, a position she has held since joining the firm in 2015.12 With over 20 years of experience in wealth management, she specializes in advising high-net-worth individuals, families, and foundations.12

Batra's career highlights include:

  • Responsible for delivering wealth management capabilities and resources at Bel Air Investment Advisors2
  • Leads the firm's Strategy Committee and sits on the Budget & Finance and Executive Committees2
  • Played a key role in Bel Air's growth, contributing to the firm surpassing $10 billion in total AUM in 20231
  • Previously worked at J.P. Morgan, Sterling Stamos, and Goldman Sachs23

Education and background:

  • MBA from Stanford Graduate School of Business23
  • BS from Haas School of Business, University of California, Berkeley (with Honors)23
  • Attended Harvard-Westlake School23
  • Grew up in Santa Monica, California2

Professional qualifications:

  • Holds FINRA Series 7, 9, 10, and 63 licenses2

Outside of work, Batra serves on the Children's Institute Board of Trustees, supporting underprivileged children in Los Angeles.24 She is also passionate about fitness and has recently taken up weight training.4

Highlights

Deskside Chat with the Board: Supriya Batra - Children's Institute Inc.
Deskside Chat with the Board: Supriya Batra - Children's Institute Inc.
Leaders of Influence: Wealth Managers 2024 – Supriya Batra
Mar 18 · belair-llc.com
Supriya Batra and Josh Markman Recognized As “Leaders of ...
Supriya Batra and Josh Markman Recognized As “Leaders of ...
Mar 1 · belair-llc.com
Financial Planning Essentials: Retirement, Tax, and Estate Tips from ...
Financial Planning Essentials: Retirement, Tax, and Estate Tips from ...

Related Questions

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Supriya Batra
Supriya Batra, photo 1
Supriya Batra, photo 2
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Location

Santa Monica, California, United States