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Vivek Sharma

Vivek Sharma
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ABOUT
Vivek is a Senior Financial Advisor at Gwynedd Wealth Partners and Principal of Connotia, LLC.

At Gwynedd Wealth Partners, his work is focused on building financial models to best position the portfolios of high net-worth individuals and families for growth. With a goal to help clients meet their financial objectives, he builds and executes ETF strategies that take advantage of low cost, liquid instruments to maximize the expected asset return while adapting to major macroeconomic shifts.

At Connotia, Vivek helps start-up biotech companies, venture capital investors and hedge funds to identify and to valuate pharmaceutical assets by utilizing multiple sources of primary and secondary research, to ...More
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Weekly
  • Interests: Alternative Investments, Bonds, Commodities, Developed International Markets, ETFs, Emerging Markets, Energy stocks, Forex, Futures, Gold, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
COMPANY
Blog
Connotia Connotia is a privately held research analysis company that specializes in life sciences competitive, regulatory and financial intelligence.
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