Broker Check
Mahim A. Chellappa, MBA

Mahim and his team utilize an uncommon approach to help clients get the most out of what they have with far greater certainty and less risk.


Through a collaborative, holistic process, clients see how they are able to fully protect their assets and grow their wealth in a tax-advantaged basis, inspiring confidence in their financial world. Mahim strongly believes in empowering clients to make prudent decisions about their money and planning in order to help maximize their after-tax wealth and consumption. Mahim partners with families, individuals, business owners, and businesses in helping to achieve financial freedom based on their unique needs and profiles.


Prior to The Bulfinch Group, Mahim was a seasoned corporate executive with a track record of successfully building businesses at the Board level and across all corporate functions. Mahim brings diverse, international experiences as an entrepreneur, investment banker at Credit Suisse First Boston and Salomon Smith Barney, and venture capital executive. During his career, Mahim helped raise billions of capital for small and medium-sized businesses, where he worked closely with business owners and executives to craft growth strategies. He is a passionate relationship builder with over 20 years of dedicated client service.


Mahim received his B.A. in Economics from Carleton College in Northfield, MN, cum laude, and his MBA in Corporate Finance from Cornell University. He has lived and worked in Singapore, and enjoys tennis, swimming, traveling and spending time with his family. Mahim resides in Lexington with his wife and son.

 

 

Financial Representative of Guardian.