Rohit K. Bhalla

Partner, Private Wealth Advisor

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Rohit K. Bhalla

Rohit Bhalla serves as a distinguished Partner at SkyPath Private Wealth, bringing with him an impressive portfolio of expertise garnered over 30 years. Rohit has dedicated his expertise to working closely with individuals and business owners, providing them with personalized financial planning and asset management strategies. His approach is characterized by a keen attention to detail, a comprehensive understanding of the financial landscape, and a commitment to client service excellence. Rohit's mission is to empower his clients with tailored financial solutions designed to help them achieve their unique financial goals.

Prior to joining SkyPath Private Wealth, Rohit was a Vice President at Morgan Stanley, Wealth Management and Merrill Lynch. Rohit's considerable expertise has been refined through his involvement in multiple sectors, notably the Equity and Structured Products divisions. Additionally, his tenure at the Fixed Income desks in the globally significant financial centers of New York and London has further honed his financial acumen.

Rohit graduated from the University of Colorado, where he earned a Bachelor of Science degree in Political Science. He holds FINRA Series 7 and 66 registrations and is also licensed for Life & Health Insurance. Rohit lives in Chatham, New Jersey, with his wife Carole and their sons Amari and AJ. Outside of his professional life, Rohit actively participates in various charitable initiatives, showcasing his commitment to giving back to the community. As an avid sportsman, he enjoys golf, running, and traveling, believing in maintaining a balanced lifestyle.

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