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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
provide a comprehensive scientific, technical and competitive analysis of life-science investment.
Previously, Vivek earned a Ph.D. from the Indian Institute of Science and is currently a CFA level 3 candidate.
Please email any questions, comments, and investment ideas to email@example.com or firstname.lastname@example.org
Registered Investment Advisor (RIA).
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
Connotia is a privately held research analysis company that specializes in life sciences competitive, regulatory and financial intelligence.
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