Team

 

Avinash Deshpande, CLU, ChFC

Chairman

(732) 613-0005

(732) 613-4822

raj@capitallegacy.net

Avinash (Raj) Deshpande is the Founder and Chairman of “The Capital Legacy, LLC” and has provided sound financial planning for clients since 1978. Raj emigrated from Bombay, India to the United States in 1969 with the goal of...
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Kiran Devarapalli, CFA

Managing Partner

(732) 613-0005

(732) 613-4822

kiran@capitallegacy.net

Kiran Devarapalli is a Managing Partner and a Wealth Advisor at The Capital Legacy (TCL), LLC.

With over 15 years of investing experience working for two major banks (Morgan Stanley and Credit Suisse), Kiran actively works with high...

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Swastik "Jay" Deshpande

Client Service Associate

(732) 613-0005

(732) 613-4822

Jay is a 2020 graduate from Rutgers University with a Masters in Financial Analysis and Quantitative Finance. He has an undergraduate degree in Astrophysics and Physics, with a minor in Mathematics and Chemistry. While in grad school,...

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Rose Marie Viskovic

Office Administrator

(732) 613-0005

(732) 613-4822

rose@capitallegacy.net

Rose Marie has been with the firm for over 20 years acting as liaison between the sales team and the clients. She is a knowledgeable resource, supporting individual as well as business clients. She has been working in the financial...

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Linda Katz

Office Manager

Linda graduated from Lafayette College with a degree in Math and chose to pursue a career in finance. Her early career was spent managing both the Domestic and International Portfolio Management Groups at Sanford C. Bernstein & Co. in...
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