About Bhavna
Bhavna works closely with clients on all aspects of wealth management, particularly focusing on investment strategies, portfolio construction, client asset allocations, investment planning, and research. Self-driven and highly motivated, she strives to provide her clients with a level of service that goes beyond the numbers and is focused on building long-term relationships.
Bhavna began her career as an Equity Research Analyst at Goldman Sachs. Previously, she was the Global Head of Client Solutions for the financial services practice at The Smart Cube.
Outside of work, Bhavna loves to travel, spend time outdoors, and explore new places. Together with her husband, she has traveled to 26 different countries and has been to 20 national parks in the U.S. (and counting).
Education and Professional Milestones
-Delhi University in India - bachelor’s degree
-Holds a Chartered Accountant degree
-Board Member of the CFA® Society of Nashville
Bhavna works closely with clients on all aspects of wealth management, particularly focusing on investment strategies, portfolio construction, client asset allocations, investment planning, and research. Self-driven and highly motivated, she strives to provide her clients with a level of service that goes beyond the numbers and is focused on building long-term relationships.
Bhavna began her career as an Equity Research Analyst at Goldman Sachs. Previously, she was the Global Head of Client Solutions for the financial services practice at The Smart Cube.
Outside of work, Bhavna loves to travel, spend time outdoors, and explore new places. Together with her husband, she has traveled to 26 different countries and has been to 20 national parks in the U.S. (and counting).
Education and Professional Milestones
-Delhi University in India - bachelor’s degree
-Holds a Chartered Accountant degree
-Board Member of the CFA® Society of Nashville