SLK Private Wealth > Our Team > Lavisha Mohanani

Contact Info

Phone: 424.500.4609

Lavisha Mohanani

Senior Client Associate

Lavisha joined SLK from Oaktree Capital Management where she was a Senior Analyst in Client Relations specializing in Closed End Funds. Prior to Oaktree, Lavisha was a Client Service Associate at Post Advisory Group where she serviced accounts specializing in global high yield, diverse corporate credit, and alternative investment strategies. Lavisha has over a decade’s worth of experience working in client services for an array of retail and institutional clients. She has a passion for delivering quality service to clients by closely attending to their diverse portfolio needs.

Lavisha holds her Securities Industry Essential (SIE) certification and is actively pursuing the Series 7 license. She also graduated with a bachelor’s degree in business management. During her free time, Lavisha enjoys cooking, learning about technology and interior design, wine tasting, and sunbathing near the clearest body of water she can find.