About Us

Biography


Aalap N. Chokshi
Account Manager, Retirement Plans
PHONE: (781) 761-1652
Bio

Aalap is an Account Manager in Summit’s Retirement Plan Services division. He started his post-graduate professional career at Summit in August of 2014. Prior to joining Summit, Aalap held experiential learning roles at Insignia Fund LP and Columbia Management.

Educational and Professional Background
  • Bentley University
    Bachelor of Science — Economics and Finance

Aalap is currently a CFA Level III candidate and is on track to obtain designations awarded by The American Society of Pension Professionals & Actuaries (ASPPA).

Personal

Aalap was born and raised in New Jersey, and he currently resides in Somerville, Massachusetts.