Management Team
Consulting/Client Service
Anuj Gupta, CIMA
Director, ConsultingAnuj Gupta is a Director of the Consulting Group, and the primary point of contact for many Fortigent client relationships. Anuj provides on going consultation regarding asset allocation, portfolio construction, staff development, and analytical modeling situations. He also plays a key role in the implementation of the Fortigent solution with new clients, focusing primarily on logistics, quantitative modeling applications, and the Advisor Portal, our technology interface with Fortigent clients.
Anuj earned a Bachelor of Science degree in Business Administration, with a concentration in Finance and Business Information Technology, from American University in Washington D.C. He holds the Certified Investment Management Analyst (CIMA) designation as well as the NASD Series 65 license.
