Anil Chakkera

OCIO/Senior Investment Management Consultant, Seasoned Private Investor & Certified Professional Coach ---> Passionate about maximizing professional and personal human potential.

Role
Senior Consultant & Advisory Board Member at Legacy Wealth Advisors, Llc
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Anil Chakkera

Experienced CIO and Senior Investment Management Professional | CFA Charterholder |…

Experience

  1. Senior Consultant & Advisory Board Member

    Legacy Wealth Advisors, Llc

    Jan 2011 — Present · San Francisco, CA, US

    Provide strategic guidance on investment strategy, asset allocation, and manager selection across public and private asset classes to the Legacy team. Contribute insights and expertise to enhance the firm\'s investment decisions and client outcomes. Legacy Wealth Advisors is a leading independent registered investment advisory and wealth management firm based in Silicon Valley. Established in to serve clients seeking multi-family office and comprehensive wealth management services.

Education

  • Arizona State University

    Master of Science (MS)

  • Motilal Nehru National Institute Of Technology

    BS

  • Indiana University Bloomington

    Master of Business Administration (MBA)

Skills

  • Hedge Funds
  • Investments
  • Investment Strategies
  • Alternative Investments
  • Portfolio Management
  • Asset Allocation

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