grew up in Mumbai, India. He holds a degree in engineering from MS University and an MBA in finance from Dalhousie University, Canada.
A keen interest in money management led him to take a position in New York City in 1994 with Sheer Asset Management, which merged with Roosevelt Investments in 2002. As a portfolio manager and senior investment committee member the new company, he has acted as liaison between the investment, marketing, and sales teams, and communicated portfolio designs and options to outside advisors and investors. His contributions helped grow the AUM from $1B to $6B at its peak.
As a technology thought leader, he has generated motifs such as mobile wallet and -advising. Two of his career highlights are the subscription-based Apple valuation, which has become gold standard on Wall Street, and a unique sum-of-the-parts model for Amazon, which added a deeper level to its valuation analysis.
A Chartered Financial Analyst, Nainesh is also a member of the CFA Society NY. He has presented to over 100 audiences of financial advisors and non-profits on macroeconomic conditions, capital markets, portfolio construction, and risk management. Barron’s and Businessweek has quoted his insights into some of these topics.
people in financial need pro . Behavioral finance and AI are among his professional interests. His personal interests include practicing meditation, reading autobiographies, and running marathons. His wife is program coordinator for two non-profit senior centers, and their son and daughter are in college.