Aradhana Gupta Kejriwal, Cfa
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Aradhana Gupta Kejriwal, Cfa Email & Phone Number

Managing Partner at Practical Investment Consulting (PIC)
Location: Duluth, Georgia, United States 8 work roles 3 schools
1 work email found @gvfinancial.com 2 phones found area 770 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email a****@gvfinancial.com
Direct phone (770) ***-****
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Current company
Practical Investment Consulting (PIC)
Role
Managing Partner
Location
Duluth, Georgia, United States
Company size
286 employees

Who is Aradhana Gupta Kejriwal, Cfa? Overview

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Aradhana Gupta Kejriwal, Cfa is listed as Managing Partner at Practical Investment Consulting (PIC), a company with 286 employees, based in Duluth, Georgia, United States. AeroLeads shows a work email signal at gvfinancial.com, phone signal with area code 770, and a matched LinkedIn profile for Aradhana Gupta Kejriwal, Cfa.

Aradhana Gupta Kejriwal, Cfa previously worked as Cognia Board- Investment Committee at Cognia and Chief Investment Officer at Joyn. Aradhana Gupta Kejriwal, Cfa holds Chartered Financial Analyst (Cfa), Investment Management from Cfa Institute.

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Email format at Practical Investment Consulting (PIC)

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*@gvfinancial.com
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AeroLeads found 1 current-domain work email signal for Aradhana Gupta Kejriwal, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Aradhana Gupta Kejriwal, Cfa

An accomplished Senior Executive Leader, Aradhana is a CFA charter holder with 25+ years of experience in both Asset and Private Wealth Management, a champion for financial literacy, and a passionate advocate for women in finance. Aradhana’s investment acumen and financial experience include her position as Chief Investment Officer of Behavioral Wealth Mgmt firm, experience at major banks as Vice President of Prudential Financial, CIBC Mellon, TD Bank and has worked at Home Depot managing more than $2 billion in short-term debt.

Listed skills include Investment Management, Asset Allocation, Portfolio Management, Mutual Funds, and 44 others.

Current workplace

Aradhana Gupta Kejriwal, Cfa's current company

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Practical Investment Consulting (PIC)
Practical Investment Consulting (Pic)
Managing Partner
Duluth, GA, US
Website
cognia.org
Employees
286
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Company profile
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8 roles · 30 years

Aradhana Gupta Kejriwal, Cfa work experience

A career timeline built from the work history available for this profile.

Managing Partner

Practical Investment Consulting (Pic)

Duluth, GA, US

Cognia Board- Investment Committee

Current
Cognia

United States

Apr 2022 - Present

Managing Partner

Current
Practical Investment Consulting (Pic)

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.

2017 - Present ~9 yrs 4 mos

Chief Investment Officer

Joyn

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.
  • 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.
  • 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.
  • 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.
Feb 2007 - 2017

Portfolio Manager

The Home Depot
  • 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.
  • 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.
2004 - 2007 ~3 yrs

Vice President, Portfolio Manager

Prudential Financial

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.

2000 - 2004 ~4 yrs

Team Lead, Pooled Funds

Cibc Mellon

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.

Jan 1998 - Jan 2000

Audit

Td Bank

Toronto, Canada Area

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

1996 - 1998 ~2 yrs
Team & coworkers

Colleagues at Practical Investment Consulting (PIC)

Other employees you can reach at cognia.org. View company contacts for 286 employees →

WN William Nelson William Nelson Colleague at Practical Investment Consulting (Pic) Winfield, Kansas, United States, United States View → MF Mariam Fathy - Mariam Fathy - Colleague at Practical Investment Consulting (Pic) Giza, Al Jizah, Egypt, Egypt View → JW Jeff Wooten Jeff Wooten Colleague at Practical Investment Consulting (Pic) Muscle Shoals, Alabama, United States, United States View → AS Annabeth Stone, Ed.S. Annabeth Stone, Ed.S. Colleague at Practical Investment Consulting (Pic) Greater Lexington Area, United States View → GA Ghina Albadawi Hafez Ghina Albadawi Hafez Colleague at Practical Investment Consulting (Pic) Beirut, Beirut Governorate, Lebanon, Lebanon View → KH Kem Hussain Kem Hussain Colleague at Practical Investment Consulting (Pic) Hollywood, Florida, United States, United States View → SS Stephanie Shaw Stephanie Shaw Colleague at Practical Investment Consulting (Pic) Vernon, Indiana, United States, United States View → AM Anne Marie Dudley Anne Marie Dudley Colleague at Practical Investment Consulting (Pic) Dover, New Hampshire, United States, United States View → SC Stephen Copp, Pmp Stephen Copp, Pmp Colleague at Practical Investment Consulting (Pic) Dover, New Hampshire, United States, United States View → AV Adina V. Adina V. Colleague at Practical Investment Consulting (Pic) Fort Lauderdale, Florida, United States, United States View →
3 education records

Aradhana Gupta Kejriwal, Cfa education

Chartered Financial Analyst (Cfa), Investment Management

Cfa Institute

Series 7, 63 And 65.

Finra
FAQ

Frequently asked questions about Aradhana Gupta Kejriwal, Cfa

Quick answers generated from the profile data available on this page.

What company does Aradhana Gupta Kejriwal, Cfa work for?

Aradhana Gupta Kejriwal, Cfa works for Practical Investment Consulting (PIC).

What is Aradhana Gupta Kejriwal, Cfa's role at Practical Investment Consulting (PIC)?

Aradhana Gupta Kejriwal, Cfa is listed as Managing Partner at Practical Investment Consulting (PIC).

What is Aradhana Gupta Kejriwal, Cfa's email address?

AeroLeads has found 1 work email signal at @gvfinancial.com for Aradhana Gupta Kejriwal, Cfa at Practical Investment Consulting (PIC).

What is Aradhana Gupta Kejriwal, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 770 for Aradhana Gupta Kejriwal, Cfa at Practical Investment Consulting (PIC).

Where is Aradhana Gupta Kejriwal, Cfa based?

Aradhana Gupta Kejriwal, Cfa is based in Duluth, Georgia, United States while working with Practical Investment Consulting (PIC).

What companies has Aradhana Gupta Kejriwal, Cfa worked for?

Aradhana Gupta Kejriwal, Cfa has worked for Practical Investment Consulting (Pic), Cognia, Joyn, The Home Depot, and Prudential Financial.

Who are Aradhana Gupta Kejriwal, Cfa's colleagues at Practical Investment Consulting (PIC)?

Aradhana Gupta Kejriwal, Cfa's colleagues at Practical Investment Consulting (PIC) include William Nelson, Mariam Fathy -, Jeff Wooten, Annabeth Stone, Ed.S., and Ghina Albadawi Hafez.

How can I contact Aradhana Gupta Kejriwal, Cfa?

You can use AeroLeads to view verified contact signals for Aradhana Gupta Kejriwal, Cfa at Practical Investment Consulting (PIC), including work email, phone, and LinkedIn data when available.

What schools did Aradhana Gupta Kejriwal, Cfa attend?

Aradhana Gupta Kejriwal, Cfa holds Chartered Financial Analyst (Cfa), Investment Management from Cfa Institute.

What skills is Aradhana Gupta Kejriwal, Cfa known for?

Aradhana Gupta Kejriwal, Cfa is listed with skills including Investment Management, Asset Allocation, Portfolio Management, Mutual Funds, Due Diligence, Wealth Management, Project Management, and Economic Research.

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