“My personal mission is to educate, inspire, & empower women to invest with confidence.”
Geeta K. Brana provides comprehensive wealth management and asset management advisory services to women in transition.
Geeta has over twenty-five years of experience in the International Capital Markets. Her career started in London in 1995 with Lloyds Capital Markets where she trained in all aspects of International finance and credit analysis. She joined Sumitomo Mitsui Banking Corporation in 2000, where she gained extensive experience of structuring and trading debt packages for multinational corporations throughout the United Kingdom, Eastern Europe, US, and Japan.
In 2003, Geeta began her career in the U.S. with Smith Barney’s Wealth Management Division, (Citigroup) turning her extensive knowledge to helping individuals. In a primarily male-dominated environment, she was able to build a successful wealth management practice in Washington DC and later New York City working with high-net-worth individuals and institutions.
After a career break while her children were young, Geeta has returned to wealth management through Geeta Brana Wealth, her own boutique independent advisory firm with deep roots in Monmouth County, NJ. Geeta is also the Founder of WHEEL (Women, Helping Educate & Enhance Life), a volunteer organization designed to educate & empower women in transition by providing access to expert advice through networking and educational seminars. Currently, the focus of Geeta’s practice is on “Women In Transition”; assisting women in all phases of their lives.