Welcome Rushang Desai!
Halleran Financial Group is happy to welcome Rushang Desai to the HFG team in the position of Research Associate. Rushang is a 2018 MBA candidate at the University Of Rochester Simon School Of Business and has quickly become a valuable part of the HFG team. Rushang’s core area of responsibility is in administering our multi-point research model focusing on asset allocation modeling, investment fulfillment research and ongoing performance monitoring. He will be reporting to the investment committee on his work in each of these areas. Rushang has made several contributions to this process and we are thrilled to have him onboard.
Rushang’s hiring is the product of a relationship that Halleran Financial Group forged with the UR Simon School in 2017. Our goal is to provide internship opportunities to MBA and Masters of Finance degree candidates while seeking to enhance our already robust research model. John Halleran is also engaging the Simon School’s Career Management Center by providing enrichment seminars and workshops to students regarding career paths in the investment industry. We are excited about the relationship with the Simon School and look forward to a productive exchange for years to come.
I am excited to announce this year’s Rochester Gran Fondo to benefit the Golisano Children’s Hospital on August 19th. This will be the second year of the Fondo of which I am co-founder and director along with Scott Page from Full Moon Vista Bike and Sport.
This event represents HFG’s largest visible commitment to giving back to the community and region in which we live and do business. As a member of the children’s hospital board, I have pledged the company’s and my family’s time and resources to helping support the strength and growth of the critical community asset that we all have in the GCH. The Rochester Gran Fondo is a Bicycle tour (not a race) that includes rides for the beginner to the expert amateur cyclist. This is a cycling event like no other in the northeastern US. The event is connected to the Rochester Twilight Criterium professional cycling race being held on the same day. Participants and VIP guests will enjoy a day of fully-supported scenic rides in Western New York followed by recovery in a great venue in the city of Rochester where they will enjoy a buffet dinner and private course-side viewing of the Criterium races among other comforts.
What is a VIP guest, you ask? We strongly encourage anyone who would like to come out to support the Golisano Children’s Hospital and watch the Twilight Criterium but who would prefer not to ride a bike, to join us as VIP guests. You can learn more about the Fondo, VIP guest benefits and register to join us at all possible levels at www.rochestergranfondo.com. Learn more about the Rochester Twilight Criterium at www.rochestercrit.com.
I hope that you can join me, my family and the HFG team at this great community event.
At Halleran Financial Group, we believe that the most effective way to help our clients pursue their planning and investment goals is through the collaboration of industry veterans. Our team structure and process surrounds our clients with experienced industry professionals who are dedicated to our collaborative process of wealth management. Our financial planning and wealth management services are fully integrated into client account reporting so our clients can have a sense of where they stand relative to their goals at all times. Our fundamental belief is that sound planning leads to sound results. While many in the industry have moved aggressively toward outsourcing investment services, Halleran Financial Group continues to invest in personnel and technology which ensure that our clients are taken care of by a local service team that is empowered with industry leading resources and research. We believe that such is vital to an impactful investment experience.