Board Member Spotlight: Rafi Rizvi

This month, we feature our new board member - Rafi Rizvi. Read our Q&A with Rafi below.



Rafi's Bio

Rafi is currently an Executive Director and Analyst Manager for J.P. Morgan Private Bank in the Houston area. He provides comprehensive wealth planning strategies to high networth individuals, business owners, corporate clients, entrepreneurs, family offices and successful professionals. As a trusted custodian of his clients’ assets, Rafi focuses on actively preserving and growing their net worths. He also seeks to ensure that their risk parameters stay intact while aiming to deliver the full benefits of J.P. Morgan’s extensive financial capabilities. 

Rafi services as a primary relationship manager, and collaborates with a team of specialists to construct bespoke wealth strategies using a holistic approach. He takes charge of his clients’ entire financial pictures, freeing them to direct time and attention to their more pressing life matters. Whether individuals are building an enterprise, approaching retirement or exiting a business, Rafi looks to deliver them the confidence that their wealth is being meticulously handled. 

Rafi brings a global perspective to his clients having grown up in the firm. He started his career as a Private Banker in the Singapore office of J.P. Morgan Private Bank where he worked for four years. He moved to Houston in August 2014. 

Besides been a Banker, Rafi has been entrusted to manage the Analyst Program for Houston Private Bank. He leads a team of 15 analysts and takes great pride in mentoring and recruiting next generation of talent. Rafi graduated with a B.A. in Economics and Finance from National University of Singapore (NUS) where he was on the Dean’s list for every semester. He holds FINRA series 7 and 63 licenses. 

He is actively involved with The Gulf Coast Regional Blood Center and Texas Fellowship of institute (TFI). He enjoys reading WSJ, watching sports and vacationing with his family. He currently resides in Tomball, TX with his wife and son.