Mr. Ramu Potarazu joined Avestar Capital as the Managing Partner earlier in 2021. Mr. Potarazu has more than two decades of experience in key executive management and leadership across various industries, having helped multiple businesses scale to their fullest potential. At Avestar Capital, Mr. Potarazu works closely with Xerxes Mullan, the Founding Partner, to help manage and support the growth of the firm, while enhancing the platform offerings to meet the needs of Avestar Capital’s versatile client base.
Mr. Potarazu was recognized as one of the Top 20 Chief Information Officers in 1998 by CIO Magazine and was honored as the 2010 Entrepreneur of the Year® by Ernst & Young for Technology, Eastern Division. Mr. Potarazu attended the Stanford Executive Program from 1995-1997 which further enhances his solid academic background.
His responsibilities include acquisition and integration of financial advisors (and their firms) onto Avestar Capital’s platform. Mr. Potarazu has several years of entrepreneurial experience. He now focuses on helping Xerxes Mullan grow the business inorganically and develop a strong market position for Avestar Capital. He works seamlessly with external bankers and brokers to create a flow of business.
Mr. Potarazu offers financial advice to high net-worth clients. He conducts financial planning, investment management, and assists in preserving and generating wealth. He is focused on helping build a differentiated platform for the firm. Building a unique and differentiated platform is key to attract new clients and global financial advisory practices too. Our plans at Avestar Capital for 2022 are to launch an Investment Management Business initiative across 3 key product segments – Marketable Securities, Alternate Investments and Real Estate Opportunities which will help the firm set itself apart from the competition and address the alternative investment needs of our client segments.