Shreya supports institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. She is a member of the firm’s Endowment & Foundation Business Council, Research Forum and Mission-Aligned Investing Committee. Prior to joining the firm in 2012, Shreya was a Knowledge Investment Analyst at The Northern Trust Corporation. She received a BS in Finance and Economic Consulting from Indiana University in Bloomington. Shreya is a CFA® charterholder and member of the CFA Society of Chicago. Shreya enjoys traveling, sociology and jigsaw puzzles.
Shreya Canakapalli
Principal, Senior Consultant
Fiducient Advisors
United States, Illinois, Chicago
About Me
Profile Information
Principal, Senior Consultant
Fiducient Advisors
Investment Team
Investor
Consultant
Chicago
Illinois
United States
Jul 25, 2024
Work Experience
Fiducient Advisors
Principal, Senior Consultant Jan 2024 - Present
Email: shreyacanakapalli@fiducientadvisors.com
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