Sukesh Pai, Cfa Email and Phone Number
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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.
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Founder & PrincipalTrillium Square Advisors Llc Feb 2018 - Present -
Symposium DirectorFpa Of The Triangle Dec 2022 - Dec 2023 -
PresidentFpa Of The Triangle Dec 2021 - Dec 2022 -
Programs DirectorFpa Of The Triangle Jan 2021 - Dec 2021 -
Sponsorship DirectorFpa Of The Triangle Jan 2020 - Dec 2020 -
Vp Algorithmic TradingQms Capital Management Lp Mar 2016 - Oct 2017Durham, Nc, Us -
CtoQms Capital Management Lp Dec 2014 - Mar 2016Durham, Nc, Us -
Vice PresidentQms Capital Management Lp Jul 2012 - Nov 2014Durham, Nc, Us -
Senior ManagerMorgan Stanley May 2010 - Jul 2012New York, Ny, Us -
Vp EngineeringMediamelon Inc May 2008 - Apr 2010San Francisco, Ca, Us -
Software Design EngineerMicrosoft Corporation Nov 2006 - Apr 2008Redmond, Washington, Us -
Product ManagerNextmedium, Inc. May 2006 - Nov 2006Responsible 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
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Program ManagerMicrosoft Corp Sep 2005 - Apr 2006Redmond, Washington, UsResponsible 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. -
Software Design Engineering LeadMicrosoft Corp Sep 2004 - Sep 2005Redmond, Washington, UsProject 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. -
Software Design EngineerMicrosoft Corp Feb 1999 - Sep 2004Redmond, Washington, UsDesigned and architected server components of Microsoft Interactive TV solutions, worked on embedded systems software such as set top box. -
InternIbm Almaden Research Center 1998 - 1998Armonk, New York, Ny, Us
Sukesh Pai, Cfa Skills
Sukesh Pai, Cfa Education Details
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Indian Institute Of Technology, BombayComputer Science & Engineering -
Cfa InstituteCfa -
Duke University - The Fuqua School Of BusinessFinance -
University Of MarylandComputer 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.
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