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)
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!