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
About Anil Chakkera
Experienced CIO and Senior Investment Management Professional | CFA Charterholder |…
Experience
Senior Consultant & Advisory Board Member
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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