The ClientWise Team

Vinay Narayanan joined the ClientWise team in 2025 as a Relationship Manager. He graduated from the University of California, Berkeley in 2020 with a Bachelor's degree in Applied Mathematics and Economics and earned his MBA from the McCombs School of Business in 2025. Before pursuing his MBA, Vinay gained valuable client-management experience in financial services through roles at firms such as Equitable Advisors and Wells Fargo Advisors.

Now based in Texas, Vinay is dedicated to fostering meaningful relationships for ClientWise while continuing to pursue his interests in softball, tutoring, and spending time with his dog.