Meet the Team

My Role

As an Associate Portfolio Manager, I work closely with our Director of Portfolio Management and support advisors in managing client portfolios with a focus on consistency, discipline, and long-term alignment with client goals. My day-to-day work includes assisting with trading, portfolio rebalancing to ensure investment allocations remain within target tolerances and helping implement investment strategies across our clients’ accounts. I also handle billing processes to ensure accuracy and efficiency for our clients.

My Story

I was born and raised in Nepal and moved to the United States in 2017 to pursue my bachelor’s degree in finance in Washington, DC. That transition shaped a lot of who I am today adapting to a new environment while staying grounded in where I come from. Outside of work, I like to stay active, whether that’s boxing, playing basketball, or spending time outdoors. Living in Washington makes that easy, with so many beautiful and accessible places to explore. I value balance, discipline, and continuous growth, both personally and professionally.

Education

• Bachelor of Business Administration in Finance, Marymount University
• Master of Science in Strategic Management, University of the Cumberlands

Designations

• Certified Investment Management Analyst®
• Financial Paraplanner Qualified Professional™