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Priya Raghunathan

Director of Investments · CFA

RoleDirector of Investments
CredentialsCFA
OfficeChicago, IL
Experience15 years
Direct line+1 (000) 555-503
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Priya sets the firm’s investment policy, oversees the model portfolios and runs the rebalancing programme. She is unusually direct about what markets can and cannot be expected to deliver, which clients tend to find reassuring rather than otherwise.

The team

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Client reviewing market pages ahead of an advisory meeting