About
Priya
Priya is an adviser for client portfolios. She is actively involved in all aspects of wealth management for her clients. This includes asset allocation, investment management, and financial planning, and helping clients manage their finances through different stages of life, from growth and accumulation years to retirement. Priya is committed to building lasting client relationships.
Priya has served nearly 20 years in the finance industry. Prior to joining Focus Partners, Priya spent 18 years at BNY in the commercial department of one of its asset management subsidiaries, Newton Investment Management. She led the Proposal Development team, which was involved in client communications at all stages of the client relationship lifecycle, while also supporting the Responsible Investment team in ESG reporting. She started her career as a fiction writer for children.
Priya values spending time with her husband and their two daughters. As a family, they love traveling and exploring different countries and cultures. She also enjoys cooking and reading.
Education and Professional Milestones
-University of Delhi (India) - bachelor’s degree in English, graduated with honors
-Member of the CFA Society of Nashville
-Holds a Certificate in Sustainable Investing from the CFA Institute
Priya is an adviser for client portfolios. She is actively involved in all aspects of wealth management for her clients. This includes asset allocation, investment management, and financial planning, and helping clients manage their finances through different stages of life, from growth and accumulation years to retirement. Priya is committed to building lasting client relationships.
Priya has served nearly 20 years in the finance industry. Prior to joining Focus Partners, Priya spent 18 years at BNY in the commercial department of one of its asset management subsidiaries, Newton Investment Management. She led the Proposal Development team, which was involved in client communications at all stages of the client relationship lifecycle, while also supporting the Responsible Investment team in ESG reporting. She started her career as a fiction writer for children.
Priya values spending time with her husband and their two daughters. As a family, they love traveling and exploring different countries and cultures. She also enjoys cooking and reading.
Education and Professional Milestones
-University of Delhi (India) - bachelor’s degree in English, graduated with honors
-Member of the CFA Society of Nashville
-Holds a Certificate in Sustainable Investing from the CFA Institute