A dynamic result-oriented investment professional with expertise in managing all aspects of multi-asset class portfolios, including but not limited to strategic and tactical asset allocation, manager selection, research & due diligence, portfolio construction and risk management. HIGHLIGHTS Demonstrated exceptional analytical and modeling capabilities in developing Capital Asset Pricing Model based asset allocation models, manager scorecards and attribution models. Showcased superb written and verbal communications skills, with proven finesse in public speaking. Exemplified leadership ability in initiating key projects, working under high-pressure deadlines and delivering superior res
Pallavi Srivastava
Director, Investments
Tolleson Wealth Management
United States, Texas, Dallas
About Me
Profile Information
Director, Investments
Tolleson Wealth Management
Investment Team
Investor
Multi-Family Office
Dallas
Texas
United States
Jul 30, 2024
Work Experience
Tolleson Wealth Management
Director, Investments May 2024 - Present
Email: psrivastava@tollesonwealth.com
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