Rushang Desai, CFA®

Senior VP, Director of Research and Planning

Rushang oversees and maintains the many components of the HFG research model. He is a CHARTERED FINANCIAL ANALYST™ and holds an MBA from the University of Rochester Simon School of Business. Rushang’s accreditation as a CFA designate adds a level of analytical skill that is not commonly found in individual investor focused advisory offices.  

Rushang’s background includes portfolio management for high net worth individuals, families and businesses in India. His responsibilities at HFG include investment strategy research, continuous and proactive monitoring of HFG asset allocation models and crafting financial plans for clients.

In his spare time, Rushang enjoys soccer and padel.  

 

 

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