Shruti Bansal, CFA
Portfolio Manager & Director
Shruti Bansal serves as a Portfolio Manager and Director at Ropes Wealth and is a member of the firm’s Investment Team. In her role, she meets with current and potential clients to discuss Ropes Wealth’s investment philosophy and process. For each client, she helps establish and implement an appropriate investment objective, typically customized within the broader wealth management architecture of the client. Shruti is actively involved in equity security analysis on behalf of clients and manager due diligence across all asset classes. She plays an integral role in Ropes Wealth’s asset allocation and manager search and selection effort, and is a member of the Investment Policy Committee.
Shruti brings over 23 years of experience to the investment process and portfolio management. Shruti has spent her career working closely with high net-worth clients providing proactive and unbiased investment advice grounded in intensive and independent research. Her research background covers all asset classes, especially hedge funds, private equity, venture capital, private real estate, and other alternative strategies. Her experience includes working high net-worth individuals at multi-family registered investment advisers, single family offices, pensions, foundations, and insurance companies and has been responsible for thought leadership as well as investment policy and capital allocation decisions.
Shruti earned her BS in Economics from Montclair State University. She is a CFA®1 charterholder and is a member of the CFA Institute and CFA Society Boston. Shruti was born and raised in India and moved to the United States after high school to attend undergraduate college. She lives with her husband and two children in Newton, MA. She is actively involved in the school PTO board and is busy writing a recipe book which she hopes to publish one day. Apart from creating recipes, she loves growing her own fruits and vegetables in the Summer and enjoys hiking and spending time with her family and friends.
1 Chartered Financial Analyst® or CFA® designation is a professional certification offered by the CFA Institute. In order to earn the CFA® designation, candidates must complete a series of three exams, possess a bachelor’s degree from an accredited institution or have equivalent education or work experience as well as 4 years of qualified, professional work experience. CFA® charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct. More information about the CFA® designation is available at CFA Program (cfainstitute.org).