Shayle Gupta

Wealth Management | Investment Banking | Healthcare Finance | Bridging Medicine and Financial Strategy |

Role
Vice President Ai Investments at Sophic Capital Group
Location
Newport Beach, CA, US
LinkedIn followers
500 followers

About Shayle Gupta

Investment Professional | Patient Advocate | Healthcare Finance | Philanthropist & Optimist | Speaker | Dynamic and Visionary Finance EnthusiastI switched my career from medicine to finance after witnessing the influence of competent financial leadership. It all started when I took the initiative to create a PPE supply chain at university when our essential workers needed masks and other protective gear during the COVID-19 pandemic. This experience solidified my passion for optimizing finance to solve healthcare challenges. It helped me land my current position as an Equity Analyst at Sophic Capital Group. My role focuses on the healthcare and pharmaceutical markets where I can tap into my background in health sciences and offer data-driven investment suggestions to our senior partners. I strongly believe that the future of healthcare will rest on financial management and investment strategies to advance patient care. I’m excited to contribute to this rapidly changing landscape with my passion to apply financial strategy to create a more efficient industry. This is at the core of true patient advocacy. Equity Analysis & Investment Research Dedicated and proactive emerging professional with a unique and versatile skillset at the intersection of equity analysis, investment research and healthcare expertise. I am passionate about bridging the gap between departments, identifying innovative tools and strategies to drive revenue, and consistently prioritizing efficiency and accountability. Identifying Industry Trends and Implementing Change Armed with a solid understanding of industry trends and a talent for spotting areas in need of improvement, I strive to create and implement changes through a strategic approach. My excellent communication skills allow me to convey complex ideas and insights to diverse audiences effectively, facilitating the adoption of new processes and technologies. Building a Brighter Future for Business Success As a forward-thinking finance professional, I am dedicated to leveraging my diverse skillset to make a lasting impact in the industry. My goal is to work collaboratively with like-minded individuals to unlock the full potential of businesses, driving sustainable growth and lasting success. Let\'s connect and explore how we can create a better future together!

Experience

  1. Vice President Ai Investments

    Sophic Capital Group

    Feb 2025 — Present · Newport Beach, CA, US

Education

  • The Wharton School

    Investment Banking, Accounting and Finance

  • Purdue University

    Bachelor of Science - BS

  • STEM Academy

    STEM

    2013 — 2015

  • Notre Dame High School

    STEM pathway

    2015 — 2019

  • Pepperdine Graziadio Business School

    Master of Business Administration - MBA, Business / Investment

Skills

  • Higher Education
  • Research
  • Editing
  • Management
  • Curriculum Development
  • Event Planning
  • Public Speaking
  • Public Relations
  • Science
  • Community Outreach
  • Data Analysis
  • Strategic Planning
  • Social Media
  • Food Allergies
  • Leadership
  • Fundraising
  • Marketing Strategy
  • Diving
  • Teaching

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Shayle Gupta — Vice President Ai Investments at Sophic Capital Group in Newport Beach, CA, US | Unifers