Ramesh Madhusudan Email and Phone Number
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“The illiterate of the 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and relearn. ” Alvin TofflerBlending a strong, quantitative background in technology, mathematics and finance with a over decade of experience, I pride myself in provide cutting edge solutions to the complex issues that affect HNW/UHNW investors and business owners.My commitments to every client:* Deliver a high-quality, disciplined, systematic and intellectual approach to investment management and financial planning.* Build loyalty and trust with consistency. * Earn respect with higher standards.Specializations:* Advanced portfolio construction and design using option-based models to hedge market risk.* Detailed risk & portfolio analysis and solutions to mitigate/shift/eliminate risk.* Hedging and providing liquidity to concentrated positions with tax efficient planning.* Minimizing tax drag on investments by appropriate asset selection and allocation.* Establishing and advising employer sponsored retirement/pension plans.* Succession and estate planning. * Capital markets guidance for startups, SMB's and investment banking solutions for M&A, Equity/Debt raises, and VC funding.* Certified Divorce Financial Analyst (CDFA), available as expert witness and consultant for clients and attorneys.
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Founding PresidentRm Private Wealth Management Feb 2019 - Present -
Founder, PresidentAegis Ventures Sep 2013 - PresentTechnology has always been a passion of mine leading to an additional avocation of evaluating, identifying and investing in disruptive, early stage technology startups.Aegis Ventures is not a broker/dealer or an Investment Adviser not is it affiliated with RMPWM -
Branch Manager, Financial AdvisorRaymond James Aug 2015 - Feb 2019St. Petersburg, Florida, UsOwn and operate an independent Raymond James Branch in downtown Miami with a focus on advanced HNW/UHNW/Executive planning, investment strategies and risk identification and reduction techniques. The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments and long term plans. Working closely with a qualified, experienced and skilled wealth manager specializing in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Securities offered through Raymond James Financial Services, Inc.,Member FINRA/SIPCInvestment advisory services offered through Raymond James Financial Services Advisors, Inc. Aegis Ventures LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services.Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. -
Senior Vice President Of InvestmentsJhs Capital Advisors, Llc Jun 2013 - Aug 2015
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Vice President, InvestmentsNational Securities Jul 2009 - Jun 2013New York, New York, Us -
Vice President, InvestmentsVfinance May 2009 - Jun 2013Us -
Consultant - Remic TaxFannie Mae Aug 2006 - Aug 2007Washington, District Of Columbia, Us -
Applications DeveloperGcs Software Llc Jun 2005 - Aug 2006New York, Ny, Us -
Application DeveloperCapital One Jun 2004 - Jun 2005Mclean, Va, Us -
Production Analyst/Application DeveloperLochner May 2003 - May 2004Chicago, Il, Us
Ramesh Madhusudan Skills
Ramesh Madhusudan Education Details
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Purdue UniversityMathematics -
Eckerd CollegeMathematics -
The Wharton SchoolCertified Investment Management Analyst (Cima) Certification Program -
The University Of Chicago Booth School Of BusinessCertified Private Wealth Advisor (Cpwa) Certification Program -
The Wharton SchoolPrivate Equity: Investing And Creating Value
Frequently Asked Questions about Ramesh Madhusudan
What company does Ramesh Madhusudan work for?
Ramesh Madhusudan works for Rm Private Wealth Management
What is Ramesh Madhusudan's role at the current company?
Ramesh Madhusudan's current role is Truly integrated wealth management..
What is Ramesh Madhusudan's email address?
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What schools did Ramesh Madhusudan attend?
Ramesh Madhusudan attended Purdue University, Eckerd College, The Wharton School, The University Of Chicago Booth School Of Business, The Wharton School.
What skills is Ramesh Madhusudan known for?
Ramesh Madhusudan has skills like Investments, Equities, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Securities, Alternative Investments, Trading, Options Strategies, Investment Advisory, Hedge Funds.
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