CoverProfile

Pallavi Srivastava

Director, Investments

Tolleson Wealth Management

United States, Texas, Dallas

About Me

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

View more

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

More profiles to browse

AH
Andrea Hulcy
Chief Financial Officer
CT
Carter Tolleson
Chief Executive Officer
Profile Photo
Ethan Williams
Analyst - Investments
Profile Photo
Steve Westerheide
Executive Vice President

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RD
Russ Degitz
Principal
Huntington University
DH
Dennis Hanson
Principal
Jamison Hanson
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC