Sunjay Goel

data.item.name

Sunjay is a Portfolio Manager at Spectrum Management and holds CFA®, Chartered Financial Analyst designation. He brings over 15 years of investment experience in equities across all sectors and market caps to clients. Sunjay has experience in allocating sophisticated portfolios in bull and bear markets using equities, fixed income strategies, and alternatives. Sunjay listens well and works with clients to discover and achieve their goals.

He is involved in a number of organizations including the Rotary Club, Boy Scouts, the Economics Club, the Hindu Temple of Indianapolis, and is a board member of the CFA Society of Indianapolis.

Sunjay and his wife have three children and are long-time residents of Indiana. In his free time, he enjoys running, learning about world history and traveling.

Education

Sunjay graduated from Purdue University with a Bachelor of Science degree in Computer and Electrical Engineering.

He also graduated from Indiana University with an MBA in Finance.

Designation

CFA®, Chartered Financial Analyst®

Professional Affiliations

CFA Society of Indianapolis®