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
Mark Baker
Regional Director & Senior Consultant
Karen Paulson
Partner, Senior Consultant
CC
Christian Coleman
Partner, Director of Business Development
Sean McCaffery
Principal, Senior Defined Contribution Research Specialist
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc