Umesh Trikha is a managing director and an international wealth advisor with Merrill Lynch Wealth Management, managing over $1.4 billion in client assets, with focus on developing financial goals with clients tied to each individuals’ life goals. He has over 16 years of experience in specialized financial products, including international currencies and rates. In 2019, Umesh was named in On Wall Street’s "Top 40 Under 40 Advisors," and ranked in Forbes’ "Top 250 Next Generation Wealth Advisors in America" and Forbes’ “Best In-State Wealth Advisors.”
Before joining Merrill in 2003, Umesh worked in American Express and The Economist, Intelligence Unit. Umesh was born and raised in England and earned a bachelor’s degree in economics with concentrations in finance and marketing from William & Mary. Umesh’s passions range from good food, music and theater to soccer, cricket and performing magic shows. He is actively involved with several nonprofit organizations, including United Way Campaign and Doing Art Together.