As a Consulting Analyst, Shrey is responsible for the analysis of Financial Institutions investment portfolios. He assists in servicing clients by offering expertise on asset allocation, portfolio design and manager selection. Prior to joining Fiducient Advisors in 2021, he was a Licensed Analyst with Unique Wealth Strategies and worked extensively creating portfolio management strategies for South Asian business professionals all over the United States. Shrey earned a BS in Economic Consulting and Business Analytics from Indiana University. His personal interests include reading, exercise, film and travel.
