Vikram Prasad

Analyst—Wealth Strategies Group

Vikram Prasad is an Associate Officer and Analyst in the Wealth Strategies Group. He works closely with high-net-worth families, individuals and their professional advisors on a variety of investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy and asset allocation. Vik holds a BA in economics with a minor in sociology from Cornell University. He joined the firm full-time as a private client associate in 2016, after completing an internship in Bernstein’s San Francisco office in 2015. Vik became a senior associate and associate officer in 2018. He is actively involved with GLIDE Memorial Foundation, a San Francisco organization that provides free meals and other social programs to low-income individuals and families.

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