Rohan Shroff
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Impact Team, Portfolio Management

Rohan Shroff

Associate Portfolio Manager

AT ATHENA

In hisĀ current role on the Portfolio Management Team, Rohan participates in the preparation and presentation of performance reports during client meetings. In addition, he prepares and reviews client investment materials, assists in the proposal of portfolio recommendations, and participates in daily market research meetings and monthly investment committee meetings.

CAREER HISTORY

Prior to Athena, Rohan worked at Beacon Trust as a Portfolio Management Associate on the Investment Team.

EDUCATION
  • Bachelor of Arts inĀ Politics from Princeton University
EPIC

  • EXCELLENCE
  • PASSION
  • INTEGRITY
  • CARING