Shruti Bansal's Location
Boston, MA, US
Shruti Bansal's Work
- Portfolio Manager and Director @ ROPES WEALTH ADVISORS LLC
- Director - Investments @ Osbon Capital Management
- Managing Director @ Agate Fund Management LLC ( Moreland Wealth Services)
- Managing Director @ Moreland Management Company
- Director, Senior Investment Analyst @ John Hancock Financial
- Director @ Bienville
- Senior Investment Analyst @ SCS Financial
- Associate Vice President, Hedge Fund Strategies @ Atlantic Trust
- Senior Analyst @ Muirfield Capital Partners
- Analyst @ Neuberger Berman a subsidiary of Lehman Brothers
Shruti Bansal's Education
- Montclair State University1998 - 2001
- CFA Institute member
Chartered Financial Analyst
Shruti Bansal's Skills
- Hedge Funds
- Asset Allocation
- Mutual Funds
- Financial Markets
- Finance
- Investments
- Alternative Investments
- Portfolio Management
- Asset Management
- Fixed Income
Shruti Bansal's Summary
Shruti Bansal, based in Boston, MA, US, is currently a Portfolio Manager and Director at ROPES WEALTH ADVISORS LLC, bringing experience from previous roles at Osbon Capital Management, Agate Fund Management LLC ( Moreland Wealth Services), Moreland Management Company and John Hancock Financial. Shruti Bansal holds a 1998 - 2001 Montclair State University. With a robust skill set that includes Hedge Funds, Asset Allocation, Mutual Funds, Financial Markets, Finance and more, Shruti Bansal contributes valuable insights to the industry. Shruti Bansal has 3 emails on RocketReach.
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