Director, Account Reporting
As a Principal and Director of Account Reporting at Beacon Pointe Advisors, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha is also very passionate about educating, empowering, and engaging women investors and is an active member of Beacon Pointe’s Women’s Advisory Institute. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to the financial services industry in 2008. Prior to joining Beacon Pointe, Medha worked as an Associate Advisor at David Witherbee & Associates in Concord, MA. Medha has completed the educational requirements for the CFP® certification. Medha is actively involved with her alumnae and in community service through Sewa International.