Anil Chakkera Cfa, Acc (Icf) Email & Phone Number

Scottsdale, AZ, US

San 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.

Scottsdale, 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.

Scottsdale, 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.

San 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.

Phoenix, 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.

San 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.

San Francisco Bay Area

Senior 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.

Minneapolis, Minnesota, United States

Equity 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.

As 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..

During 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.

Master Of Business Administration (Mba), Finance & Investments

Master Of Science (Ms), Industrial Engineering (Computer Aided Processes Concentration)

Bs, Mechanical Engineering