About Indrika
Indrika provides clients with financial planning services while also helping the firm develop and refine Family Office services. She primarily serves ultra-high-net-worth individuals, business owners, and their families. In her current position, she focuses on all areas of planning and has a particular interest in helping business owners transition wealth from one generation to the next while preparing the next generation to receive and be responsible stewards of their inherited wealth.
Outside of the office, Indrika loves spending time with her family, learning to play guitar, baking and decorating cakes, and reading. She is originally from Sri Lanka. She is married to Nissanka, and together they have a daughter, Shaya.
Education and Professional Milestones
-McCallum Graduate School of Business at Bentley University - master of science degree in financial planning, with honors
-Keene State College - bachelor of science degree in computer science, summa cum laude
-More than 15 years of experience in the wealth management industry
-Member of the New Hampshire Estate Planning Council and co-chair of Focus Partners' Diversity, Equity, and Inclusion Council
-Joined Focus Partners Wealth through the firm’s merger with Harvest Capital Management in 2019
-Has also held roles as a family office advisor at Daintree Advisors LLC, as a client service consultant at Wells Fargo Family Wealth and libre Advisory Services Inc. in Boston, and in corporate and retail banking at ANZ Grindlays Bank in Sri Lanka
Indrika provides clients with financial planning services while also helping the firm develop and refine Family Office services. She primarily serves ultra-high-net-worth individuals, business owners, and their families. In her current position, she focuses on all areas of planning and has a particular interest in helping business owners transition wealth from one generation to the next while preparing the next generation to receive and be responsible stewards of their inherited wealth.
Outside of the office, Indrika loves spending time with her family, learning to play guitar, baking and decorating cakes, and reading. She is originally from Sri Lanka. She is married to Nissanka, and together they have a daughter, Shaya.
Education and Professional Milestones
-McCallum Graduate School of Business at Bentley University - master of science degree in financial planning, with honors
-Keene State College - bachelor of science degree in computer science, summa cum laude
-More than 15 years of experience in the wealth management industry
-Member of the New Hampshire Estate Planning Council and co-chair of Focus Partners' Diversity, Equity, and Inclusion Council
-Joined Focus Partners Wealth through the firm’s merger with Harvest Capital Management in 2019
-Has also held roles as a family office advisor at Daintree Advisors LLC, as a client service consultant at Wells Fargo Family Wealth and libre Advisory Services Inc. in Boston, and in corporate and retail banking at ANZ Grindlays Bank in Sri Lanka