Shruti Bansal, Cfa Email and Phone Number
Shruti Bansal, Cfa personal email
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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."
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Portfolio Manager & DirectorRopes Wealth Advisors Llc Jan 2022 - Present -
Director - InvestmentsOsbon Capital Management Jan 2020 - Jan 2022Boston, Ma, Us -
Managing DirectorAgate Fund Management Llc ( Moreland Wealth Services) Jan 2019 - Jul 2019
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Managing DirectorMoreland Management Company Sep 2014 - Jan 2019
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Director, Senior Investment AnalystJohn Hancock Financial Jan 2012 - Aug 2014
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DirectorBienville Capital Management Jun 2009 - May 2011New York, Us -
Senior Investment AnalystScs Financial Apr 2008 - Jun 2009Boston, Ma, Us -
Associate Vice President, Hedge Fund StrategiesAtlantic Trust Jul 2005 - Apr 2008
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Senior AnalystMuirfield Capital Partners Jun 2004 - Jul 2005
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AnalystNeuberger Berman A Subsidiary Of Lehman Brothers Jun 2000 - Jun 2004
Shruti Bansal, Cfa Skills
Shruti Bansal, Cfa Education Details
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Montclair State University -
Cfa Institute MemberChartered 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.
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