Arshad Zakaria is a control person of New Vernon Wealth Management and directly owns under 5% of it. Arshad Zakaria holds a Bachelor of Arts in applied mathematics from Harvard University and an MBA from Harvard Business School.
New Vernon Wealth Management is an investment adviser based in Highland Park, IL, registered with the SEC since 2013. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $781 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
Arshad Zakaria is Chairman of New Vernon Wealth Management. Before forming New Vernon in 2003, he was President of the Global Markets and Investment Banking Group at Merrill Lynch, responsible for investment banking, debt and equity markets, and private equity on a global basis. He joined Merrill Lynch in 1987 in Investment Banking and was named managing director in 1991.
- CRD
- 2820745
- Firm
- New Vernon Wealth Management · CRD 164775
- Role
- Member, Manager, Chairman of Board
- In role since
- November 2020 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Highland Park, IL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- newvernonwealth.com
Where does Arshad Zakaria work?
Arshad Zakaria has been Member, Manager, Chairman of Board of New Vernon Wealth Management LLC since November 2020, and is a control person of the firm.
How can I verify Arshad Zakaria’s record?
Arshad Zakaria’s role is listed on New Vernon Wealth Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 164775.