Sameer S. Somal
(CFO at Blue Ocean Global Wealth)
Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. Sameer serves on the Financial Planning Association (FPA) National Diversity Committee and the Board of Directors of the Philadelphia/Tri-State chatper. A senior financial services leader on industry roundtable and panel discussions, Sameer serves on CFP Board’s Council on Education and is a Women’s Initiative (WIN) Advocate. He is also an active member at CFA Institute and a Board Advisor at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent speaker on the empowerment of women, technology, diversity, retirement, investing, financial planning, entrepreneurship, and leadership. He is a graduate of Georgetown University and a 2012 FPA Diversity Scholar.
Sameer’s mantra is “The man (or woman) who doesn’t read good books has no advantage over the man (or woman) who cannot read” (Mark Twain).