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Profil
Mr. Shashi Mehrotra, CFA MBA, is a SVP & Chief Investment Strategist at Capital Analysts LLC.
He has over 28 years industry experience.
Mr. Mehrotra was previously employed as a Chief Operating Officer & Chief Investment Officer by Legend Advisory LLC and an Adjunct Professor by Florida Atlantic University.
He has earned a BS in engineering from the University of Osamania, Hyderbad, India, and an MBA from Florida Atlantic University.
He is a member of the CFA Institute and the South Florida Financial Analyst Society.
Postes actifs de Shashi Mehrotra
| Sociétés | Poste | Début |
|---|---|---|
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance CA seeks to provide clients with risk-appropriate diversified portfolio that applies the disciplines and theories of asset allocation. Asset classes include, but aren't necessarily limited to, domestic and international equities, domestic and international bonds, cash and cash equivalents, as well as alternative investment types such as real estate and commodities. Equities can be further broken down by market capitalization (company size based on annual revenues) ranging from large companies to medium and small companies. Bonds can be further broken down by issuer type and by duration ranging from short-term to long. | Stratège de marché | - |
Anciens postes connus de Shashi Mehrotra
| Sociétés | Poste | Fin |
|---|---|---|
Legend Advisory LLC
 Legend Advisory LLC Investment ManagersFinance Legend Advisory's programs provide built-in diversification, asset allocation techniques, professional investment selection and ongoing investment management through actively managed portfolios. The portfolios are monitored regularly and reallocated as deemed necessary in an attempt to capitalize on potential market opportunities. The firm offers Defensive, Risk Adjusted and Income Generating portfolios. These portfolios include fixed income, conservative, balanced, total return, appreciation, growth, managed income and absolute return. Legend Advisory employs a mixture of quantitative and fundamental methods in the management of our portfolios. Their investment discipline incorporates proprietary artificial intelligence technology to provide investment recommendations for their mutual fund asset allocation programs. Legend Advisory utilizes a mixture of fundamental and computer-generated analysis (in the form of neural networks) to develop asset allocation recommendations for a variety of model portfolios. Legend Advisory diversifies clients' assets in accordance with the objective(s) of each model portfolio. | Directeur en chef des Investissements | 04/10/2019 |
Florida Atlantic University
 Florida Atlantic University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formation de Shashi Mehrotra
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Capital Analysts LLC
Capital Analysts LLC Investment ManagersFinance CA seeks to provide clients with risk-appropriate diversified portfolio that applies the disciplines and theories of asset allocation. Asset classes include, but aren't necessarily limited to, domestic and international equities, domestic and international bonds, cash and cash equivalents, as well as alternative investment types such as real estate and commodities. Equities can be further broken down by market capitalization (company size based on annual revenues) ranging from large companies to medium and small companies. Bonds can be further broken down by issuer type and by duration ranging from short-term to long. | Finance |
Legend Advisory LLC
Legend Advisory LLC Investment ManagersFinance Legend Advisory's programs provide built-in diversification, asset allocation techniques, professional investment selection and ongoing investment management through actively managed portfolios. The portfolios are monitored regularly and reallocated as deemed necessary in an attempt to capitalize on potential market opportunities. The firm offers Defensive, Risk Adjusted and Income Generating portfolios. These portfolios include fixed income, conservative, balanced, total return, appreciation, growth, managed income and absolute return. Legend Advisory employs a mixture of quantitative and fundamental methods in the management of our portfolios. Their investment discipline incorporates proprietary artificial intelligence technology to provide investment recommendations for their mutual fund asset allocation programs. Legend Advisory utilizes a mixture of fundamental and computer-generated analysis (in the form of neural networks) to develop asset allocation recommendations for a variety of model portfolios. Legend Advisory diversifies clients' assets in accordance with the objective(s) of each model portfolio. | Finance |
Florida Atlantic University
Florida Atlantic University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Osmania University
 Osmania University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
