- ADVISORY AND OPERATIONAL ASSOCIATE
Ria Shah
Ria Shah serves as Advisory and Operations Associate at Snyder Wealth Group, where she plays a key role in supporting the firm’s operational excellence, investment processes, and client experience initiatives. Working closely with advisors, custodians, fund companies, and clients, she helps ensure the firm operates efficiently while maintaining the high level of service Snyder Wealth Group is known for.
Ria’s responsibilities span both operations and investment support. She manages client onboarding, account openings, asset transfers, reconciliations, and portfolio maintenance activities while helping maintain compliance and operational integrity across the organization. She also analyzes portfolio data and operational workflows to identify opportunities for greater efficiency, accuracy, and enhanced client service.
As part of her investment responsibilities, Ria supports the firm’s Investment Committee through fund research, performance monitoring, portfolio analytics, asset allocation reviews, and investment implementation. She prepares portfolio comparison reports, monitors allocation drift, assists with portfolio rebalancing, and develops client review materials and allocation summaries that support ongoing portfolio management and investment recommendations.
Ria graduated from Stony Brook University with degrees in Mathematics and Economics, providing a strong analytical foundation for her work in wealth management and investment analysis.
Originally from India, Ria moved to the United States at age 17. Her global perspective and personal experiences helped shape her passion for financial literacy and financial empowerment. Witnessing the impact that financial education can have on individuals and families inspired her to pursue a career focused on helping others build confidence, stability, and long-term financial security.
Ria was drawn to Snyder Wealth Group because of the firm’s client-first culture, commitment to mentorship, and fiduciary approach to wealth management. She values being part of a team that combines thoughtful planning with genuine care for the people it serves.
She is particularly passionate about promoting financial literacy and helping individuals gain the knowledge and confidence needed to make informed financial decisions. She believes that financial freedom is ultimately about creating opportunities, expanding choices, and empowering people to build the future they envision for themselves and their families.
Outside of the office, Ria enjoys traveling, volunteering, painting, pottery, drawing, dancing, training for long-distance races, and continuing to expand her knowledge of financial markets and investment management.
In her words, “Culture isn’t just about what you get. It’s about what you give.” At Snyder Wealth Group, she is proud to contribute with energy, initiative, and a commitment to continuous growth while helping clients navigate their financial futures with confidence.