Kolluri
Dedicated to wealth compounding across market cycles and estate planning for high-net-worth families. President and CIO @ Exponential Wealth Management, LLC.
- Role
- President & Chief Investment Officer at Exponential Wealth Management Llc
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Kolluri
Dedicated to wealth compounding across market cycles and to intergenerational estate…
Experience
President & Chief Investment Officer
Exponential Wealth Management Llc
Jan 2024 — Present · Austin, TX, US
Financial planning and investment management services to High Net Worth Families Pension Plans, and Foundations as a Fiduciary.
Education
Pace University
MBA, Finance
Skills
- Accounting
- Bloomberg
- Strategic Financial Planning
- Finance
- High Net Worth Individuals
- Financial Modeling
- Asset Management
- Valuation
- Entrepreneurship
- Securities
- Financial Markets
- Estate Planning
- Wealth Management Services
- Asset Managment
- Portfolio Management
- Wealth Management
- Asset Allocation
- Banking
- Mutual Funds
- Equities
- Due Diligence
- Financial Advisory
- Family Office
- Financial Analysis
- Investment Management
- Investment Advisory
- Fixed Income
- Investment Strategies
- Alternative Investments
- Capital Markets
- Retirement Planning
- Financial Services
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.