Shivana Stan is the Head of Wealth Services and Family Wealth Advisor at Barometer Capital Management. In her role, she is responsible for managing client relationships and developing wealth strategies tailored to meet the unique needs of high-net-worth clients. Stepping into this expanded position, Shivana further strengthens Barometer’s disciplined and holistic approach to wealth management, ensuring that every strategy aligns with the individual goals and aspirations of the families she serves.

With over a decade of experience in the financial services industry, Shivana brings a wealth of expertise across accounting, finance, administration, and high-net-worth client engagement. Her deep foundation in accounting, combined with technical proficiency and strategic foresight, allows her to optimize tax efficiency, navigate complex financial structures, and deliver insightful analyses. She is also highly skilled at addressing the intricate challenges of multi-generational wealth planning.

Shivana holds the prestigious designations of Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP), which reflect her commitment to professional excellence. Her dedication to helping clients achieve their financial goals continues to make her an invaluable leader at Barometer Capital Management.