Investment Committee Member
Shilpa is a wealth manager at Ensemble Capital. She focuses on customized portfolio management, retirement and tax planning as well as complex trust and estate planning for high net worth families and institutions. Prior to joining Ensemble Capital, she was an Associate Financial Advisor at Brio Financial Group in San Francisco. Previously, she was a Senior Vice President and investment advisor with HIP Investor, specializing in impact investing portfolio solutions. In the past, she also worked to inform citizens on the environmental impacts of clean air, water, and local food with organizations in the Bay Area. Shilpa holds a B.S. in Management Science with honors from the University of California, San Diego and is a Certified Divorce Financial Analyst CDFA (R). Shilpa loves to learn and practice new styles of dance. She also enjoys traveling to new countries.