Shruti Bansal, Cfa Email & Phone Number
Who is Shruti Bansal, Cfa? Overview
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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.
Email format at ROPES WEALTH ADVISORS LLC
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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.
Shruti Bansal, Cfa's current company
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Shruti Bansal, Cfa work experience
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Director - Investments
Managing Director
Managing Director
Director, Senior Investment Analyst
Director
Senior Investment Analyst
Associate Vice President, Hedge Fund Strategies
Senior Analyst
Analyst
Shruti Bansal, Cfa education
Education record
Chartered Financial Analyst
Frequently asked questions about Shruti Bansal, Cfa
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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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