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
More profiles to browse
Michael Chase
Partner, Head of Endowments & Foundations and OCIO
MG
Michael Goss
Co-Founder, President, Board Member, and Managing Partner
DF
Devon Francis
Partner, Senior Investment Consultant
MG
Michael Goss
Co-Founder, President, Board Member, and Managing Partner
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management