Rajesh Gaur, Cfa
About Rajesh Gaur, Cfa
Rajesh Gaur, CFA, serves as the Head of Investment Solutions at Zoe Financial, a position he has held since 2021. He has a strong background in wealth management and technology operations, with extensive experience in asset allocation and portfolio management.
Work at Zoe Financial
Rajesh Gaur has served as the Head of Investment Solutions at Zoe Financial since 2021. In this role, he oversees the development and implementation of investment strategies tailored to meet client needs. His responsibilities include asset allocation, portfolio construction, and optimizing investment performance. Gaur's leadership in this position reflects his extensive experience in wealth management and technology operations.
Education and Expertise
Rajesh Gaur holds a Master of Business Administration (MBA) from Columbia Business School, where he focused on finance. He also earned a Bachelor of Engineering (B.E.) degree from Punjab Engineering College, specializing in electrical engineering. Gaur possesses strong skills in asset allocation, portfolio construction, and portfolio optimization, along with expertise in performance measurement and investment strategy development.
Background
Rajesh Gaur has a diverse professional background that spans over a decade in the finance and technology sectors. He began his career as a Consultant at Satyam from 2003 to 2006, followed by a role as Lead Consultant at Perficient from 2006 to 2009. He then worked at Merrill Lynch as Vice President from 2009 to 2017 in the Greater New York City Area, where he gained significant experience in wealth management.
Achievements
Throughout his career, Rajesh Gaur has developed a strong track record in creating and managing risk-based portfolios for clients. His expertise in investment strategy development has contributed to his success in the financial industry. Gaur's ability to integrate technology with wealth management practices has positioned him as a leader in investment solutions.