The people behind the stack

Shristi Jain

Associate- Wealth · Client Associates

Shubham N. Mahajan

Private Equity Senior Analyst · GenNx360 Capital Partners

Shubham Padhiyar

Equity Research Associate · Chhatisgarh Investments Limited - CIL

Shudharson R.

Research Analyst · Valtrust

Shyam Madhusoodanan

Principal - Investments · Nimida Capital

Siddharth Parikh, CFA

Head of Product and Research · Foresight Family Office

Sonakshi Agarwal

Portfolio Manager · Scan Holdings Private Limited

Sonali Bharti

Quality Analyst · Applore Technologies

Souvik Biswas, CIMA®

Head of Research · Bajaj Capital Ltd

Steph Wagner

Director of Women and Wealth · Northern Trust Family Office Technology

Stephen Lewis

SVP Senior National Director | Wealth Advisory & Client Experience · Bernstein

Steve B. Wittenberg

Director, Legacy Planning and Philanthropic Solutions, SEI Private Wealth Management · SEI Private Wealth Management

Steve Kwei

National Head of Banking, BMO Wealth Management U.S. · BMO Bank

Subrot Sikdar

Alternative Investments (PE/VC/Private Markets) · Kotak Alternate Asset Managers Limited

Suchitra Sripada

Head of Portfolio and Quantitative Analytics · Lazard

Sudipta Gupta

Investment Strategy Specialist · Alumia

Sujay Kotak

Family Office Investments and New Ventures · VARUN BEVERAGES LIMITED

Sumer Chopra

Head of Advisory & Capital Markets · Alumia

Sunil Choudhary Kommineni

Regional Head South - Investment Advisory & Multi Family office · Axis Direct

Supreetha M

Senior Manager of Investor Relations · Anicut Capital

Suraj Kela

Senior Wealth Manager · Centricity WealthTech

Surbhi Bhatia

Manager of Corporate Development and Investor Relations · Incubate Fund Asia

Suzana Peric

Investment Professional · Oaktree Capital

Swarup Ravichandran

Investments · Baldota Group

Tadas Viskanta

Director of Investor Education · Ritholtz Wealth

Tara Thackersey

Investment Executive · Thackersey Group

Taylor Wright

Global Co-Head of Investment Banking · Barclays Investment Bank

Thilo L. Zimmermann

Head of Private Wealth Management & Family Office, DACH · SEB Bank

Tim Donahue

Global Head of Capital Solutions, Co-Head of Financial Advisory North America · Lazard

Todd McKernan

Intelligence Analyst / Author · Concentric Advisors

Tom Myers, CFA, CFP, CPA

Senior Wealth Advisor · Focus Partners

Toni Aaltonen

Head of Portfolio Data Management · Jay Solutions

Investor · Kora Cap.

Tushar S.

VP & Head - Investment & Treasury · Thackersey

Tushar Verma

Equity Research Analyst · KR MANGALAM FAMILY OFFICE

Tusshaar Chawla

Investment Analyst · Middha Ventures

Ty Summerlin, CFP®

Wealth Advisor · Focus Partners

Tyler Johnson, CFP®, CPA

Wealth Advisor · Focus Partners

Umang Katyal, CFA, MBA

Zonal Head Investments · IIFL Capital Services Limited

Investment Advisor · HDFC Tru

Venkatesh Kempalingaiah

Head - Investments · Aarin Capital

Vianne Xu, CFA, CFP

Head of Research, Portfolio Manager · Our Family Office Inc.

Vibhore Jayaswal

Investment Professional · Culture Cap

Vikas Jain

Head Research · Reliance Securities (Reliance Money) Limited

Vikrant Bandekar

CA | CFA L1 cleared (+90 percentile) | Investment Analyst at Ashok Iron Group - Family Office · ASHOK IRON GROUP

Vinod Kumar G

Fund Management Research · JM Financial Asset Management Ltd

Vins Rafaliya

Founding Team: Investments Advisor · Nexedge Capital

Investor · TSG Capital