Viraj K Desai, Cfa, C AI A
About Viraj K Desai, Cfa, C AI A
Viraj K Desai is a Senior Portfolio Manager at TD Ameritrade Investment Management with extensive experience in asset management and investment research.
Current Role at TD Ameritrade
Viraj K Desai is currently serving as a Senior Portfolio Manager at TD Ameritrade Investment Management. He has been with the organization since 2017, contributing his expertise to the Greater New York City Area. In this role, he is responsible for managing various investment portfolios and ensuring that clients' financial objectives are met through strategic asset allocation and portfolio diversification.
Previous Experience at BlackRock
Prior to his tenure at TD Ameritrade, Viraj K Desai worked at BlackRock from 2015 to 2017. He held the position of Associate - Client Solutions Outsourced CIO - Manager Research in New York, New York. During his time at BlackRock, Desai was involved in manager research and client solutions, playing a critical role in identifying and implementing investment strategies for outsourced CIO clients.
Role at Columbia Threadneedle Investments
From 2010 to 2015, Viraj K Desai served as a Senior Analyst/Portfolio Manager in Global Asset Allocation at Columbia Threadneedle Investments, US. Located in the Greater Boston Area, he was tasked with analyzing global asset markets and managing allocation strategies to optimize portfolio performance. His role as a portfolio manager involved making informed investment decisions and monitoring market trends.
Earlier Career at Merrill Edge
Viraj K Desai worked as a Research Analyst at Merrill Edge from 2008 to 2010 in the Greater Boston Area. In this position, he was responsible for conducting comprehensive market research and analysis to support investment decision-making processes. His work provided crucial insights into investment opportunities and market conditions.
Academic Qualifications and Certifications
Viraj K Desai holds an MBA in Finance from Fordham Gabelli School of Business, achieved in 1970. He also earned a B.A. in Economics from New York University in 1970. Additionally, he has an Executive Certificate in Python for Managers from Columbia Business School, obtained in 1970. His academic background equips him with a solid foundation in finance, economics, and data analysis.