Anil Chakkera Cfa, Acc (Icf) Email and Phone Number
Anil Chakkera Cfa, Acc (Icf) personal email
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Experienced CIO and Senior Investment Management Professional | CFA Charterholder | ICF-ACC Certified Coach | Benefactor🔹 Over two decades of proven expertise in investment research, portfolio management, financial planning, and wealth management.🔹 Successful private investor in private equity, venture capital, and real estate markets.🔹 ICF-ACC certified professional coach with a Whole Person Certified Coach (WPCC) designation from Coach Training World.🔹 Actively involved in philanthropy through family charitable trust and pro bono coaching and volunteering.Combining a robust blend of hard skills in business, finance, and analytics with empathetic listening and goal-oriented communication, I help clients unleash their full potential both professionally and personally.Education: B.S & M.S in Engineering | MBA | CFA Charterholder | ICF-ACC Certified Coach
Cognitive Investments Llc
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- cognitiveinvestments.com
- Employees:
- 1
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President And FounderCognitive Investments LlcScottsdale, Az, Us
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Senior Consultant & Advisory Board MemberLegacy Wealth Advisors, Llc 2011 - PresentSan Francisco Bay Area🔹 Provide strategic guidance on investment strategy, asset allocation, and manager selection across public and private asset classes to the Legacy team.🔹 Contribute insights and expertise to enhance the firm's investment decisions and client outcomes. 🌟 Legacy Wealth Advisors is a leading independent registered investment advisory and wealth management firm based in Silicon Valley. Established in 2000 to serve clients seeking multi-family office and comprehensive wealth management services. -
Certified Professional Coach & Founder3Dimensions Living Llc Aug 2021 - PresentScottsdale, Arizona, United States🔹 ICF-ACC certified professional coach with a Whole Person Certified Coach (WPCC) designation from Coach Training World (125+ hour Whole Person Certified Coach® training program – ACTP track)🔹 Holistic whole person coaching to maximize human and organizational potential by optimizing passion, purpose and performance across professional and personal dimensions using the head, heart and gut brains/intelligence.🔹 Coaching Services offered across the Professional and Personal Dimension Spectrum include Business/Leadership Coaching, Career/Career Transitions Coaching, Life Coaching, Financial Coaching and Health/Wellness Coaching.🔹 Actively involved in philanthropy through family charitable trust and pro bono volunteer coaching for national and international non-profit organizations.Let's unlock your potential together! 💼✨ -
President & FounderCognitive Investments Llc 2008 - PresentScottsdale, Arizona🔹 Seasoned investment management consultant and private investor with over 20 years of experience.🔹 Provide investment consulting services to small/mid-size financial advisory firms with tailored investment strategies for High Net-Worth and Family Office clients. 🔹 Active investor in public and private capital markets in a variety of liquid and illiquid investments across equities, fixed income, alternatives, private equity, venture capital, and private real estate (multi-family, senior living, lodging and mixed use).
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Chief Investment Officer & Managing DirectorLts Capital Advisors 2007 - 2016San Francisco Bay Area🔹 Oversaw investment research, portfolio management, and financial planning at LTS Capital Advisors (formerly Long-Term Solutions).🔹 Provided tailored multi-generational wealth management services to High-Net-Worth Clients, including goal-based investment strategies, tax-efficient portfolio management, and access to top-tier public and private investments.🌟 LTS Capital Advisors was a boutique wealth and investment management firm delivering institutional-quality services to a select group of sophisticated clients. Committed to independent, unbiased, and economical wealth management with personalized attention. Merged with Vivaldi Capital Management in late 2016.
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Chief Investment OfficerInlign Wealth Management 2005 - 2007Phoenix, Arizona Area🔹 Formulated firm-wide investment strategy and philosophy, providing global market insights for strategic decision-making.🔹 Developed sophisticated asset allocation models, including multi-generational portfolios and tax-efficient constructions.🔹 Led investment research for traditional and alternative asset managers, optimizing portfolio performance and tax sensitivity.🔹 Co-Managed key High Net-Worth and Ultra High Net-Worth client relationships.🌟 Inlign was a leading wealth management firm in Phoenix with $1B+ assets under management. Acquired by GenSpring Family Offices in 2008. -
Director Of Research/Senior Portfolio ManagerSand Hill Advisors 2003 - 2005San Francisco Bay Area🔹 Shaped asset allocation strategy, tactical models, and investment manager selection as a key member of the Investment Committee. 🔹 Managed a $150M sub-advisory relationship, consistently surpassing performance benchmarks for a bank trust affiliate. 🔹 Oversaw $300M for Sand Hill clients, including taxable and tax-exempt accounts, demonstrating strong portfolio management skills. 🔹 Led a four-member team of analysts and portfolio managers, ensuring effective team performance and portfolio execution.🌟 Sand Hill Global Advisors delivers outstanding wealth advisory and investment management services to individuals and families, as well as to endowments and foundations. -
Senior Portfolio ManagerGlaze Capital Management (Subsequently Merged Into Morgan Stanley ) 2000 - 2002San Francisco Bay AreaSenior portfolio manager at a wealth management firm in the San Francisco Bay Area (2000-2002).Well versed in using fundamental, quantitative and technical analysis to make buy/sell decisions and manage diversified, risk-managed portfolios.
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Equity Analyst/Assistant Vice PresidentPiper Jaffray 1998 - 2000Minneapolis, Minnesota, United StatesEquity analyst covering a number of sectors - Energy, Utilities, Real EstatePublished 5 major sector research reports and several individual company reports for use by the firm's retail advisors. Utilized multiple valuation methodologies and total return/risk optimization strategies. Frequently quoted in regional newspapers in Minnesota, Wisconsin and Montana. -
Senior Financial AnalystPiper Jaffray 1996 - 1998As Senior Financial Analyst/Assistant Vice President at Piper Jaffray for 2 years, I led the design of a firmwide financial performance measurement and valuation (SVA) model, facilitating strategic decision-making. Additionally, I developed a multi-factor broker/branch profitability model for the retail brokerage unit, optimizing operational efficiency. Collaborating closely with senior and middle management, I ensured successful implementation of financial models. I also conducted corporate financial planning and budgeting activities while analyzing quarterly results, contributing to long-term financial stability.
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Senior Financial AnalystNcr Corporation 1995 - 1996During NCR's spin-off from AT&T, I played a major role in various corporate projects, including developing cost of capital models, conducting key competitor analysis, and preparing financials for SEC filings and credit rating agencies. I also provided financial analysis for NCR's personal computer (PC) business unit, creating a comprehensive data book with key financial metrics. Additionally, I performed ad hoc financial feasibility analysis for select capital investments, contributing to informed decision-making processes.
Anil Chakkera Cfa, Acc (Icf) Skills
Anil Chakkera Cfa, Acc (Icf) Education Details
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Finance & Investments -
Industrial Engineering (Computer Aided Processes Concentration) -
Mechanical Engineering
Frequently Asked Questions about Anil Chakkera Cfa, Acc (Icf)
What company does Anil Chakkera Cfa, Acc (Icf) work for?
Anil Chakkera Cfa, Acc (Icf) works for Cognitive Investments Llc
What is Anil Chakkera Cfa, Acc (Icf)'s role at the current company?
Anil Chakkera Cfa, Acc (Icf)'s current role is President and Founder.
What is Anil Chakkera Cfa, Acc (Icf)'s email address?
Anil Chakkera Cfa, Acc (Icf)'s email address is ch****@****ail.com
What schools did Anil Chakkera Cfa, Acc (Icf) attend?
Anil Chakkera Cfa, Acc (Icf) attended Indiana University Bloomington, Arizona State University, Motilal Nehru National Institute Of Technology.
What skills is Anil Chakkera Cfa, Acc (Icf) known for?
Anil Chakkera Cfa, Acc (Icf) has skills like Alternative Investments, Portfolio Management, Investment Strategies, Investments, Asset Allocation, Hedge Funds.
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