Arpit Sharma, CFA Chief Investment Officer

Arpit finds great satisfaction in developing new investment ideas and seeing them come to life through the firm’s investment models. His primary experience has been in asset allocation, and he has a thorough knowledge of various investable asset classes, allowing him to build flexible portfolios and adapt to changing environments.

Inspired by his father’s active investing, Arpit developed a passion for the industry at a young age, learning from greats like Warren Buffett and Benjamin Graham. He earned a bachelor’s degree in finance from the University of Texas at Dallas. Previously, Arpit was an Investment Adviser Representative and portfolio manager overseeing client portfolios. He is a Chartered Financial Analyst (CFA) and has passed the Series 7 and 65 securities exams.

Originally from Dallas, Arpit now lives in Austin, Texas. He comes from a family with a history in the financial field. Outside the office, he enjoys reading about historical figures, hiking long trails with his dog, Baloo, and cooking for his friends and family.