Priti Jha
Portfolio Manager, Portfolio Strategist at CAPTRUST
- Role
- Portfolio Manager, Portfolio Strategists at CAPTRUST
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Manager, Portfolio Strategists
Jan 2024 — Present · Cincinnati Area, US
Senior portfolio manager in the Wealth Management group serving high net worth and ultra- high net worth individuals
Education
Deccan Education Societys Brihan Maharashtra College of Commerce, Pune 411004
Master's degree
Skills
- Strategic Financial Planning
- Management
- Investments
- Wealth Management
- Financial Planning
- Financial Services
- Analysis
- Banking
- Risk Management
- Financial Modeling
- Portfolio Management
- Leadership
- Derivatives
- Financial Analysis
- Asset Management
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