Sameer Agarwal, Cfa
About Sameer Agarwal, Cfa
Sameer Agarwal is a Senior Allocator in Equities at Russell Investments, where he has worked since 2016. He holds an MBA from Columbia Business School and has extensive experience in equity research and investment across various firms.
Work at Russell Investments
Sameer Agarwal serves as a Senior Allocator in Equities at Russell Investments, a position he has held since 2016. In this role, he leads the coverage for Small Caps equities allocation. His responsibilities include analyzing market trends and presenting investment ideas to both institutional and retail clients. His expertise in equity allocation contributes to the firm's strategic investment decisions.
Education and Expertise
Sameer Agarwal earned a Full-time MBA from Columbia Business School, where he studied Finance and Investment Management from 2009 to 2011. His academic background provides a strong foundation for his career in finance. He possesses expertise in ESG and Sustainable investing, which is integrated into the Multi-Asset Solutions platform at Russell Investments.
Background
Prior to his current role, Sameer Agarwal accumulated diverse experience in the finance sector. He worked at the Royal Bank of Scotland as Asia ex-Japan Equities Research Sales from 2006 to 2009 in Singapore. He also held positions at Cartica Management, LLC as an Emerging Markets Equities Analyst and Investor, and at Seafarer Capital Partners as an International Equities Investor. His career includes a brief tenure as an Equity Research Analyst at First Manhattan Co. in 2011.
Achievements
Throughout his career, Sameer Agarwal has actively presented investment ideas to institutional and retail clients, demonstrating his ability to communicate complex financial concepts effectively. His work in various roles has contributed to his understanding of equity markets and investment strategies, particularly in the context of emerging markets and small-cap equities.