“Excellence is never an accident. It is always the result of high intention, sincere effort and intelligent execution.” — Aristotle

Veda Deshpande, CFA®

Research Analyst

Veda has over four years of experience as a Research Analyst in areas covering Traditional Mutual Funds, ETFs, Alternatives and ESG research on individual companies.

As Research Analyst, she is responsible for conducting Investment Research and Portfolio Analysis. Regular interactions with Fund Managers and Product Specialists enables her to get first hand insights about Funds and make value-based investment choices for clients. Being part of our Investment Strategy Group, Veda also covers areas such as Asset Allocation, Portfolio Construction and Management.

Veda holds a Bachelor’s Degree in Commerce from Bangalore University and a Master’s Degree in Business Administration (MBA – with major in Finance) from VT University (Bangalore) India. She holds the Chartered Financial Analyst® designation.

She resides in Johns Creek after she and her husband relocated from Sacramento, CA, in 2016. During her spare time, you would see her twisting wires and pliers – designing jewelry for herself or her friends! She also enjoys listening and tapping to music and spending time with her family and friends.

EDUCATION

Bangalore University, Bachelor’s degree in Commerce
VT University, MBA with focus in Finance

BORN AND RAISED

Karnataka, India

FUN FACT

She is always on the lookout for unique jewelry beads to add to her collection!