Management Team
Consulting/Client Service
Anuj Gupta, CIMA®, CPWA®
Regional Director, ConsultingAnuj Gupta is a Regional Director in the Consulting Group, and has been with Fortigent since 2001. Throughout his time at Fortigent, Anuj has worked with Advisors as well as individual high net worth investors while at Lydian. Anuj currently manages one of the relationship teams and is responsible for many Fortigent client relationships. Anuj provides on-going consultation regarding asset allocation, portfolio construction, staff development, practice management, performance reporting and analytical modeling situations. He also plays a key role in the implementation of the Fortigent solution with new clients, focusing primarily on logistics, firm integration, best practices, 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) and Chartered Private Wealth Advisor (CPWA) designations as well as the FINRA Series 7, and 65 licenses.
