Shruti Bansal, Cfa

Shruti Bansal, Cfa Email and Phone Number

Portfolio Manager- Ropes Wealth Advisors @ ROPES WEALTH ADVISORS LLC
Shruti Bansal, Cfa's Location
Greater Boston, United States, United States
Shruti Bansal, Cfa's Contact Details

Shruti Bansal, Cfa personal email

About Shruti Bansal, Cfa

Shruti Bansal, Cfa is a Portfolio Manager- Ropes Wealth Advisors at ROPES WEALTH ADVISORS LLC. She possess expertise in hedge funds, asset allocation, mutual funds, financial markets, finance and 8 more skills. Colleagues describe her as "Shruti is a fantastic analyst and extremely motivated. She is hard working and her views points are very well respected in the hedge fund industry.", "Excellent worker who always got the job done and was always going out of her way to learn more about the different aspects of finance. A person who got along well with everyone she worked with.", and "Shruti and I have had the opportunity to work together for the last two years. She has a deep understanding of the financial markets, and is continuously looking for new investment ideas and strategies that will benefit our clients. The mark of a good investment professional is having passion in your own beliefs, but always being open to new ways of looking at things. Shruti matches that profile. She has been an excellent member of the alternative investments team, and I have enjoyed our collaboration together on numerous projects."

Shruti Bansal, Cfa's Current Company Details
ROPES WEALTH ADVISORS LLC

Ropes Wealth Advisors Llc

View
Portfolio Manager- Ropes Wealth Advisors
Shruti Bansal, Cfa Work Experience Details
  • Ropes Wealth Advisors Llc
    Portfolio Manager & Director
    Ropes Wealth Advisors Llc Jan 2022 - Present
  • Osbon Capital Management
    Director - Investments
    Osbon Capital Management Jan 2020 - Jan 2022
    Boston, Ma, Us
  • Agate Fund Management Llc ( Moreland Wealth Services)
    Managing Director
    Agate Fund Management Llc ( Moreland Wealth Services) Jan 2019 - Jul 2019
  • Moreland Management Company
    Managing Director
    Moreland Management Company Sep 2014 - Jan 2019
  • John Hancock Financial
    Director, Senior Investment Analyst
    John Hancock Financial Jan 2012 - Aug 2014
  • Bienville Capital Management
    Director
    Bienville Capital Management Jun 2009 - May 2011
    New York, Us
  • Scs Financial
    Senior Investment Analyst
    Scs Financial Apr 2008 - Jun 2009
    Boston, Ma, Us
  • Atlantic Trust
    Associate Vice President, Hedge Fund Strategies
    Atlantic Trust Jul 2005 - Apr 2008
  • Muirfield Capital Partners
    Senior Analyst
    Muirfield Capital Partners Jun 2004 - Jul 2005
  • Neuberger Berman A Subsidiary Of Lehman Brothers
    Analyst
    Neuberger Berman A Subsidiary Of Lehman Brothers Jun 2000 - Jun 2004

Shruti Bansal, Cfa Skills

Hedge Funds Asset Allocation Mutual Funds Financial Markets Finance Investments Alternative Investments Portfolio Management Asset Management Fixed Income Equities Fund Of Funds Asset Managment

Shruti Bansal, Cfa Education Details

  • Montclair State University
    Montclair State University
  • Cfa Institute Member
    Cfa Institute Member
    Chartered Financial Analyst

Frequently Asked Questions about Shruti Bansal, Cfa

What company does Shruti Bansal, Cfa work for?

Shruti Bansal, Cfa works for Ropes Wealth Advisors Llc

What is Shruti Bansal, Cfa's role at the current company?

Shruti Bansal, Cfa's current role is Portfolio Manager- Ropes Wealth Advisors.

What is Shruti Bansal, Cfa's email address?

Shruti Bansal, Cfa's email address is ba****@****ail.com

What schools did Shruti Bansal, Cfa attend?

Shruti Bansal, Cfa attended Montclair State University, Cfa Institute Member.

What skills is Shruti Bansal, Cfa known for?

Shruti Bansal, Cfa has skills like Hedge Funds, Asset Allocation, Mutual Funds, Financial Markets, Finance, Investments, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Equities, Fund Of Funds.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.