Luv Sodha, Cpa, Cfa, MBA
About Luv Sodha, Cpa, Cfa, MBA
Luv Sodha is a Senior Vice President at Jefferies with extensive experience in finance and investment management, holding CPA and CFA credentials.
Current Position at Jefferies
Luv Sodha holds the position of Senior Vice President at Jefferies as of 2023. He currently operates out of the San Francisco Bay Area. Jefferies is a global investment banking firm, and Luv's role at this senior level involves overseeing major financial projects, advising clients, and contributing to the investment strategies of the firm.
Previous Roles at Jefferies
Luv Sodha has a long history with Jefferies, having started as a Summer MBA Intern in Equity Research in 2017. He then progressed to roles including Senior Associate (2018-2020) and Vice President (2021-2023), each time expanding his responsibilities and expertise within the company. His assignments have taken him from New York to San Francisco, highlighting his upward trajectory in the firm.
Education and Certifications
Luv Sodha completed his MBA at the UNC Kenan-Flagler School of Business, finishing in the top 5% of his class. He also earned a Bachelor’s degree in Business Administration, specializing in Accounting and Finance, from Temple University’s Fox School of Business. Additionally, Luv is a licensed CPA in Pennsylvania and holds a CFA charter.
Early Career and Experience
Before his tenure at Jefferies, Luv worked at Deloitte as an Audit Senior and an Audit Assistant, gaining foundational experience in financial auditing. Alongside his professional roles, Luv was actively involved in student organizations such as the Investment Management Club at UNC and the Temple University Honors Program, where he held several key positions, including President.
Achievements and Awards
Luv Sodha was awarded the prestigious Frank Kenan Award at UNC Kenan-Flagler Business School for demonstrating values of excellence, leadership, and teamwork. His recognition underscores his commitment to these principles throughout his academic and professional journey.