Shruti Bansal, Cfa
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Shruti Bansal, Cfa Email & Phone Number

Portfolio Manager- Ropes Wealth Advisors at ROPES WEALTH ADVISORS LLC
Location: Greater Boston, United States 10 work roles 2 schools
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Current company
Role
Portfolio Manager- Ropes Wealth Advisors
Location
Greater Boston, United States

Who is Shruti Bansal, Cfa? Overview

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Quick answer

Shruti Bansal, Cfa is listed as Portfolio Manager- Ropes Wealth Advisors at ROPES WEALTH ADVISORS LLC, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Shruti Bansal, Cfa.

Shruti Bansal, Cfa previously worked as Portfolio Manager & Director at Ropes Wealth Advisors Llc and Director - Investments at Osbon Capital Management. Shruti Bansal, Cfa studied at Montclair State University.

Company email context

Email format at ROPES WEALTH ADVISORS LLC

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ROPES WEALTH ADVISORS LLC

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Profile bio

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."

Listed skills include Hedge Funds, Asset Allocation, Mutual Funds, Financial Markets, and 9 others.

Current workplace

Shruti Bansal, Cfa's current company

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ROPES WEALTH ADVISORS LLC
Ropes Wealth Advisors Llc
Portfolio Manager- Ropes Wealth Advisors
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10 roles

Shruti Bansal, Cfa work experience

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

Managing Director

Agate Fund Management Llc ( Moreland Wealth Services)
Jan 2019 - Jul 2019

Managing Director

Moreland Management Company
Sep 2014 - Jan 2019

Director, Senior Investment Analyst

John Hancock Financial
Jan 2012 - Aug 2014

Senior Investment Analyst

Boston, Ma, Us

Apr 2008 - Jun 2009

Associate Vice President, Hedge Fund Strategies

Atlantic Trust
Jul 2005 - Apr 2008

Senior Analyst

Muirfield Capital Partners
Jun 2004 - Jul 2005

Analyst

Neuberger Berman A Subsidiary Of Lehman Brothers
Jun 2000 - Jun 2004
2 education records

Shruti Bansal, Cfa education

Education record

Montclair State University

Chartered Financial Analyst

Cfa Institute Member
FAQ

Frequently asked questions about Shruti Bansal, Cfa

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

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 ROPES WEALTH ADVISORS LLC?

Shruti Bansal, Cfa is listed as Portfolio Manager- Ropes Wealth Advisors at ROPES WEALTH ADVISORS LLC.

Where is Shruti Bansal, Cfa based?

Shruti Bansal, Cfa is based in Greater Boston, United States while working with ROPES WEALTH ADVISORS LLC.

What companies has Shruti Bansal, Cfa worked for?

Shruti Bansal, Cfa has worked for Ropes Wealth Advisors Llc, Osbon Capital Management, Agate Fund Management Llc ( Moreland Wealth Services), Moreland Management Company, and John Hancock Financial.

How can I contact Shruti Bansal, Cfa?

You can use AeroLeads to view verified contact signals for Shruti Bansal, Cfa at ROPES WEALTH ADVISORS LLC, including work email, phone, and LinkedIn data when available.

What schools did Shruti Bansal, Cfa attend?

Shruti Bansal, Cfa studied at Montclair State University.

What skills is Shruti Bansal, Cfa known for?

Shruti Bansal, Cfa is listed with skills including Hedge Funds, Asset Allocation, Mutual Funds, Financial Markets, Finance, Investments, Alternative Investments, and Portfolio Management.

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