Team

President/Principal

Sandeep Pandya

Sandeep is Principal and President of SP Asset Management located in Cupertino, California. He has over two decades of experience in wealth management, investing and financial markets. An entrepreneur, he started SP Asset Management, an investment advisory firm which currently has assets under management of about USD $600 million. In addition to advice on capital markets, his wealth management practice also advises many leaders of Silicon Valley on estate planning, tax planning and complex, cross border tax issues. He has mentored many CXOs and entrepreneurs on executive compensation, mergers & acquisitions and joint ventures. One key area of expertise is managing concentrated positions in restricted securities.

 Sandeep is an active early stage investor in technology companies. He has invested in over 30 companies and is on the board of several companies. In addition, he is a mentor/advisor to many early stage ventures. Some of his portfolio companies have had strong exits via acquisition by large companies.

 Sandeep is an engineer by training. He has a B. Tech degree from IIT Bombay and a Masters degree from UC Berkeley. Sandeep was awarded the institute Silver Medal by IIT Bombay. Prior to his investment career, Sandeep spent close to a decade in the software industry in various engineering, architect and leadership roles designing embedded systems and control systems for companies in the manufacturing and communications industries.

Education

Indian Institute of Technology, Bombay
B.S., Computer Science

University of California, Berkeley
M.S., Computer Engineering

Associate

Lucas Mosher

Lucas is head of operations management and client servicing at SP Asset Management. He has been in the Wealth Management Industry for 3 years with positions at Cross Border Firms specializing in international equity compensation, and Wells Fargo Advisors supporting a variety of High Net Worth Clients through Well’s Private Bank Channel. Because of this, he has obtained extensive experience servicing the most complex of estates and portfolios in addition to being a secondary resource in helping clients understand their financial plans created for them.

Lucas obtained his B.A in Political Science from the University of California, San Diego. While initially interested in a career in Pubic Policy, taking an initial job in Finance changed his career aspirations due to the high level of reward derived from assisting clients in navigating the complexities found in Personal Wealth Management.

Education

University of California, San Diego
B.A., Political Science