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Tep Ram Kolluri

Professional financial planner and wealth manager

Tep Ram Kolluri is an accomplished Wealth Manager with a proven expertise in wealth compounding and intergenerational wealth preservation.

His skill set includes advanced estate planning, trust design, and tax minimization strategies.

He specializes in ultra-low-cost portfolio construction and management, catering to both US and non-US citizens as a US registered fiduciary.

Mr. Kolluri holds a Bachelor of Science in Mathematics from Andhra University and pursued further education including an MBA in Finance from Pace University.

He also completed an Executive Study Program in Artificial Intelligence at the Massachusetts Institute of Technology's Sloan School of Management.

Additionally, he holds certifications in Blockchain Strategy from Saïd Business School at the University of Oxford and Chartered Accountancy from The Institute of Chartered Accountants of India.

In terms of professional experience, Mr. Kolluri holds the position of Chairman at Global Wealth Management, LLC and has previously served as President & Chief Investment Officer at the same firm.

His background also includes roles such as Director & Chief Investment Officer at ICICI Bank's Global clients services division in the USA.

Furthermore, he has experience as a Partner at Individual Asset Planning Corporation and as a Financial Consultant at MERRILL LYNCH, PIERCE, FENNER & SMITH LIMITED.

Tep Ram Kolluri
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Location

Austin, Texas Metropolitan Area