Khalid Usmani

Khalid Usmani is Co-Founder and Managing Director at OneWell. He brings nearly two decades of experience in wealth management and technology, having worked at Morgan Stanley in its Wealth Management division, where he focused on business development for major clients and institutions. He also served as Chief Operating Officer of a wealth management technology firm acquired by Avantax Wealth Management, a leading RIA platform with over $82 billion in assets under administration. He holds a BSc in Economics from The Wharton School of the University of Pennsylvania. Khalid resides in Bethesda, MD, with his wife and three children.