As a Portfolio Manager, I work with ultra-high net worth individuals and families, endowments and foundations and family offices to provide customized investment solutions across all asset classes. I am skilled at managing complex portfolios within large relationships and diverse investment objectives.
My Experience
With over 25 years of experience in the financial services industry, I bring a deep understanding of financial markets. Prior to joining Fiduciary Trust International, I was a Senior Portfolio Manager at Deutsche Bank in New York for over 10 years. At Deutsche Bank, in addition to portfolio management, I was a Team Leader for a team of Portfolio Managers and also served as Chair of board-appointed Investment Advisory Committee and Trust Investment Committee to ensure compliance of portfolios to their stated mandates. I was a voting member of the Regional Investment Committee of Americas.
I am also a board member of READ Alliance in New York and a member of the CFA Institute and the CFA Society New York.
Education
- Masters in Public Affairs (MPA), Princeton University
- Bachelor of Arts (Political Science Honors), Calcutta University, India
Financial Credentials
- Charterd Financial Analyst (CFA)