Aradhana Gupta Kejriwal, Cfa Email & Phone Number

Duluth, Ga, Us

United States

Greater Atlanta Area

Practical Investment Consulting (PIC) is an independent investment consulting firm located in Atlanta, Georgia.PIC offers turnkey practice management, behavioral finance expertise, investment research/strategies support, investment compliance support, third party manager due diligence support and back office solutions to independent financial advisers who want to stay ahead of the curve. We provide arm's length investment consulting and OCIO services to registered investment advisers, family foundation offices, private wealth managers, asset managers and the service providers that support them.We deliver investment insights to help clients achieve flexibility to pursue their strategic vision, and optimize the use of their internal resources. PIC’s goal is to build practical investment solutions for our clients. We collaborate with our clients by offering them flexibility and independence to focus on what matters most to them- their client relationships and growth.Website: www.investmentconsults.com

Greater Atlanta Area

• AUM tripled from approx. $450mil to $1.1+billion during tenure. Clientele includes UHNW clients, privately-owned businesses, and foundations. • Strategic Vision: Chair Investment Committee (ICM) and Chairman Research Committee(CRC). Manage and set framework for investment decision-making, investment research, and firm’s disciplined investment philosophy and process. • Leadership and Collaboration: Held employee retention at 90% in investment group. Lead cross-functional collaboration efforts for achieving goals and business objectives. • Portfolio Management: Build and lead process for all HNW client portfolio management decisions from ideas to implementation, including: strategic and tactical asset allocation; client investment risk measurement; and policy statement construction. • Effective Communicator: Communicate investment philosophy and portfolio decisions to Private Wealth Management HNW clients and Senior Advisory team, via in person conversations, presentations, written commentary, whitepapers, videos, and marketing webinars. • Brand Promoter: Built brand awareness of the firm through interactions with the media such CNBC, AJC and Seeking Alpha. Represent JOYN in key investment forums, industry conferences, and investor circles. • Fiduciary Role: Reduced fees by 25% for clients by converting $1bil+ assets into cheaper share classes, reduced employee 401k costs by 30% by changing plan administrators. Reduced firm liability by 75% on holding non-recommended securities and 40% reduction in operational errors. • Money Manager Due Diligence: Lead due diligence of 40 mutual fund managers. Build coherent process to identify, select, and performance evaluate money managers of the firm across multiple asset classes, including fixed income, equity, international, private equity, and alternative long/short managers. • Investment Operations Leader: Expertise in proxy voting, separate account management program, unified accounts, and complex strategies.

Oversaw company’s $2 billion short-term debt portfolio with full responsibility to increase rate of return of portfolio beyond money market fund return while ensuring appropriate portfolio risk and liquidity. Effective in high-profile executive roles, worked with CEO’s, Board of Directors, senior management teams and strategic partners by providing key reports and analysis. Conducted Portfolio Risk Analysis by projecting various scenarios, employing a multi-tiered approach and several statistical distributions. Model incorporated: • Assumptions about future interest rate movements. • A range of discount rates reflecting different levels of risk • Likelihood of liquidity needs calls based on changes in stores cash flows Expertise in evaluating fixed income assets such as Asset Backed Securities, Mortgage backed Securities, Short Term repos, Commercial Paper for the Short Term Portfolio. Developed presentations and performing specialized analytic and consulting projects.

Greater Atlanta Area

Set investment policy and strategy for over $350 million in assets including high net worth individuals, endowments and foundations as a member of the Investment Strategy Team (IST). Voting member of the Prudential Trust Investment Committee. Communicated performance results, investment theory, investment methodology, and overall portfolio construction to clients of the firm. Created and delivered presentations for prospective clients, as well as to industry groups. Developed Portfolio management strategy: Asset allocation, portfolio construction, liquidity, and risk management, manager due diligence. Ensured conformity with ERISA 404(c) and internal/regulatory compliance requirements. Conducted Financial Analysis: comparative portfolio attribution analysis of portfolio versus respective benchmark, portfolio risk measurement, run optimizer, educating clients about the advantages and limitations of efficient frontier Restructured fixed income portfolios using different barbell or bullet or laddered strategies in response to revised target duration, increased income and reduced basis risk.

Toronto, Canada Area

Manage team of 4 investment professionals in the successful management of pooled institutional funds. Formulated and executed pricing and reconciliation strategies to provide data to various teams.

Toronto, Canada Area

Perform audit of retail bank branches. Review daily transactions to look for fraud.

Chartered Financial Analyst (Cfa), Investment Management

Double Major: Finance And Accounting

Activities and Societies: York University Dean's List

Series 7, 63 And 65.