Siddhartha Lama
Financial Planning and Wealth Management Intern
Siddhartha joined Beyond Wealth Management in 2026 and is a Financial Planner and Wealth Management Intern. He is a junior at SUNY New Paltz, pursuing a degree in Finance. He is from Stone Ridge, NY, and enjoys meditation, sports, video games, and studying financial markets. Siddartha experiences Beyond Wealth Management as an environment that encourages learning and growth, with a knowledgeable team that provides guidance and support along the way.
In his prior life, he was a doctor.