Sib Sheikh CEPA, CFA, MBA (Duke)

I'm Sib, Private Wealth Advisor at Wise Financial - Northwestern Mutual Private Client Group and a CEPA, CFA, MBA from Duke. I help 7–9 figure business owners and accredited investors with tax optimized investing and structuring, and I built and sold multiple companies across tech, medical services, and commercial real estate.

I have experience underwriting low income housing tax credit and bond applications, developing and owning mixed-use and multifamily projects, and working in finance roles at United Insurance, USAA, and American Express. Ask me about wealth management, private equity, real estate, finance, and tax optimization.