Sukesh Pai, Cfa

Sukesh Pai, Cfa Email and Phone Number

Wealth & Portfolio Management | Trillium Square @ Trillium Square Advisors LLC
Sukesh Pai, Cfa's Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Sukesh Pai, Cfa's Contact Details

Sukesh Pai, Cfa work email

Sukesh Pai, Cfa personal email

About Sukesh Pai, Cfa

Sukesh Pai is the founder and Principal of Trillium Square Advisors LLC, a registered investment adviser in the State of North Carolina. With over 20 years of broad industry experience, Sukesh brings fresh perspective from different disciplines such as engineering and design to the financial advisory service. Sukesh works with individual investors and families with careers primarily in the technology industry. Having started his career in the technology industry, he understands the needs and aspirations of engineers, scientists and software developers. He implements evidence-based strategies and systematizes the investment process to mitigate the impact of behavioral biases in decision making.At Trillium Square, his mission is to identify dreams and aspirations of his clients so he can help them structure their finances to achieve their dreams. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar.He is very active in the local business community. He has been on the board of the Financial Planning Association (FPA), Triangle chapter for the last several years and has been the President during the year 2022. He also mentors and teaches for the TiE Young Entrpreneurs (Tye) program hosted by TiE Carolinas for high school students to foster entrepreneurship.

Sukesh Pai, Cfa's Current Company Details
Trillium Square Advisors LLC

Trillium Square Advisors Llc

View
Wealth & Portfolio Management | Trillium Square
Sukesh Pai, Cfa Work Experience Details
  • Trillium Square Advisors Llc
    Founder & Principal
    Trillium Square Advisors Llc Feb 2018 - Present
  • Fpa Of The Triangle
    Symposium Director
    Fpa Of The Triangle Dec 2022 - Dec 2023
  • Fpa Of The Triangle
    President
    Fpa Of The Triangle Dec 2021 - Dec 2022
  • Fpa Of The Triangle
    Programs Director
    Fpa Of The Triangle Jan 2021 - Dec 2021
  • Fpa Of The Triangle
    Sponsorship Director
    Fpa Of The Triangle Jan 2020 - Dec 2020
  • Qms Capital Management Lp
    Vp Algorithmic Trading
    Qms Capital Management Lp Mar 2016 - Oct 2017
    Durham, Nc, Us
  • Qms Capital Management Lp
    Cto
    Qms Capital Management Lp Dec 2014 - Mar 2016
    Durham, Nc, Us
  • Qms Capital Management Lp
    Vice President
    Qms Capital Management Lp Jul 2012 - Nov 2014
    Durham, Nc, Us
  • Morgan Stanley
    Senior Manager
    Morgan Stanley May 2010 - Jul 2012
    New York, Ny, Us
  • Mediamelon Inc
    Vp Engineering
    Mediamelon Inc May 2008 - Apr 2010
    San Francisco, Ca, Us
  • Microsoft Corporation
    Software Design Engineer
    Microsoft Corporation Nov 2006 - Apr 2008
    Redmond, Washington, Us
  • Nextmedium, Inc.
    Product Manager
    Nextmedium, Inc. May 2006 - Nov 2006
    Responsible for technical product management for NextMedium Embed product. NextMedium Embed is an online marketplace platform to transact deals for brand integration like product placements.* Gathering requirements, creating specifications and translating them into specific components in the system.* Ensuring deployment of the system and overseeing the IT operations* Hiring key technical talent for the organization
  • Microsoft Corp
    Program Manager
    Microsoft Corp Sep 2005 - Apr 2006
    Redmond, Washington, Us
    Responsible for OEM engagements in IPTV client platforms; Worked with the customer engagement team in Europe to gather requirements and steer the product roadmap. Defined strategic technical roadmap with the development team;Cross group collaboration with other divisions in Microsoft. Built strong working relationship with partner companies and successfully delivered a working platform.
  • Microsoft Corp
    Software Design Engineering Lead
    Microsoft Corp Sep 2004 - Sep 2005
    Redmond, Washington, Us
    Project management including scrum mastering; Defining the architecture and integration points in the product;Working with the development team on defining and implementing innovative ideas;Working with customers and engagement managers to gather customer scenarios and troubleshooting deployments.
  • Microsoft Corp
    Software Design Engineer
    Microsoft Corp Feb 1999 - Sep 2004
    Redmond, Washington, Us
    Designed and architected server components of Microsoft Interactive TV solutions, worked on embedded systems software such as set top box.
  • Ibm Almaden Research Center
    Intern
    Ibm Almaden Research Center 1998 - 1998
    Armonk, New York, Ny, Us

Sukesh Pai, Cfa Skills

Sdlc Product Management Project Management Risk Management Requirements Analysis Strategy Statistical Modeling Software Development Integration Regression Testing Trading Systems Financial Modeling Embedded Systems Leadership Software Design

Sukesh Pai, Cfa Education Details

  • Indian Institute Of Technology, Bombay
    Indian Institute Of Technology, Bombay
    Computer Science & Engineering
  • Cfa Institute
    Cfa Institute
    Cfa
  • Duke University - The Fuqua School Of Business
    Duke University - The Fuqua School Of Business
    Finance
  • University Of Maryland
    University Of Maryland
    Computer Science

Frequently Asked Questions about Sukesh Pai, Cfa

What company does Sukesh Pai, Cfa work for?

Sukesh Pai, Cfa works for Trillium Square Advisors Llc

What is Sukesh Pai, Cfa's role at the current company?

Sukesh Pai, Cfa's current role is Wealth & Portfolio Management | Trillium Square.

What is Sukesh Pai, Cfa's email address?

Sukesh Pai, Cfa's email address is su****@****ail.com

What is Sukesh Pai, Cfa's direct phone number?

Sukesh Pai, Cfa's direct phone number is +191949*****

What schools did Sukesh Pai, Cfa attend?

Sukesh Pai, Cfa attended Indian Institute Of Technology, Bombay, Cfa Institute, Duke University - The Fuqua School Of Business, University Of Maryland.

What are some of Sukesh Pai, Cfa's interests?

Sukesh Pai, Cfa has interest in Bioinformatics, Peer Mentoring, Wireless Networking Research.

What skills is Sukesh Pai, Cfa known for?

Sukesh Pai, Cfa has skills like Sdlc, Product Management, Project Management, Risk Management, Requirements Analysis, Strategy, Statistical Modeling, Software Development, Integration, Regression Testing, Trading Systems, Financial Modeling.

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.