private-banking
(5)
Himanshu Dembla and the question beyond the quarter
From property sales to private banking, Himanshu Dembla took a winding route to Centricity’s founding team. At Invictus Private Wealth, his brief brings portfolio coaching and family-office technology into the same conversation.
Sanaa Khan and the fortune that needed a plan
For Sanaa Zia Khan, a successful investment is only part of the story. The Invictus founding-team member is asking who makes the decisions, how the pieces fit together, and what a family intends to leave behind.
Anirudh Mahanot and the distance between a portfolio and a platform
After a career in private banking, Anirudh Mahanot joined Centricity’s founding team to build its South and West business. His next chapter follows a different unit of growth: the independent financial professional.
Ishkaran Chhabra and the value of a second thought
After years in private banking, Ishkaran Chhabra is building an assisted approach to digital wealth at Centricity. His recurring question is what happens to an investment plan when the person holding it gets nervous.
Robert Clare
Robert (Bob) Clare is the founder, CEO and board chairman of Fispoke, a wealth-infrastructure startup he co-founded in 2023 with Nathan Berk. Fispoke gives independent financial advisors a white-labeled private banking layer - cash, credit, securities-based loans and mortgages - traditionally locked inside wirehouses and private banks. A Georgetown MBA, Clare spent years in operating and consulting roles at Bank of America, Cognizant and JDX Consulting before deciding the advisor channel needed banking tools of its own. Fispoke has raised roughly $5.45M and signed partnerships with Broadridge, Bell Bank, Wealthbox and Sage Home Loans.