Shrikant Nadkarni

Shrikant (“Shree”) Nadkarni is Managing Director and Chief Investment Officer of Next Horizon Advisors, LLC.  Shree has over 25 years of professional experience providing income tax, financial and estate planning advice to owners of closely-held businesses, corporate executives, and high net worth individuals and families.

Shree is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER® and has an MBA in Finance and Investments.  He has devoted his entire career assessing client financial situations, developing targeted financial plans for clients and designing investment strategies to implement such plans. As a CPA, he has significant expertise in income and estate tax planning including international tax aspects for US citizens and residents with foreign assets and income.  He has years of professional experience gained from positions he held as a partner with a highly reputed regional CPA firm, tax manager with a Big Four accounting firm and owner of his own CPA firm.

Shree graduated from the University of Bombay with a BS in Accounting and Baruch College with an MBA.  He is also a Chartered Accountant (India) having passed the exam with honors and earning a national rank amongst the top fifty candidates.