Nirav is the Investment Operations Lead at Spahn Financial where he oversees the daily operations that keep client portfolios running smoothly. He handles the execution of investment strategies with great care, precision, and knowledge. With a strong background in investment operations and a passion for building efficient processes, Nirav works closely with advisors, custodians, and internal teams to deliver a seamless client experience. He takes pride in finding solutions quickly, supporting clients’ day-to-day needs, and helping the firm maintain its high standards of service and operational excellence.
Nirav is a graduate of Northern Illinois University with a degree in finance and joined the Spahn Financial team in 2013.
When not at work, Nirav enjoys playing cricket, exploring new restaurants, traveling, or spending time with family and friends.