Priyanka Bhasin
Senior Portfolio Manager @ Cadence Bank | Asset Management and Trust| MBA| Co- Lead Asian ERG - Diversity,Equity & Inclusion
- Role
- Senior Portfolio Manager at Huntington National Bank
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Priyanka Bhasin
With over a decade of experience in financial services, I am the First Vice President of Wealth Management at Cadence Bank, bringing a strong focus on wealth accumulation, fiduciary management, and family wealth strategies. My role involves actively managing a diverse portfolio and contributing to the organization’s customer-centric mission. As a CFA Level 1 holder with Series 65 certification, I collaborate with clients to align their financial goals with tailored investment strategies. My work emphasizes trust, relationship-building, and delivering impactful wealth management solutions.
Experience
Senior Portfolio Manager
Feb 2026 — Present · Houston, TX, US
Education
University of St. Thomas (TX)
Master of Business Administration (M.B.A.), Finance, International Bussiness
2008 — 2010
University of St. Thomas (TX)
Master of Business Administration (MBA), Accounting
2013 — 2015
Apeejay College of Engineering
Bachelor of Engineering, Information Technology
2002 — 2006
Skills
- Financial Modeling
- Hedge Funds
- Bloomberg
- Securities
- Portfolio Management
- Financial Planning
- Asset Managment
- Analysis
- Financial Services
- Asset Management
- Investment Management
- Trading
- Investment Banking
- Investment Strategies
- Alternative Investments
- Valuation
- Asset Allocation
- Mutual Funds
- Microsoft Excel
- Equities
- Options
- Finance
- Bonds
- Strategic Financial Planning
- Business Analysis
- Fixed Income
- Wealth Management
- Investment Advisory
- Derivatives
- Financial Analysis
- Investments
- Management
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