Alphathena
Mohan Naidu is an accomplished founder at Alphathena since February 2020, with extensive experience in equity research and a background in healthcare technology. Prior roles include Managing Director at Oppenheimer & Co. Inc. from May 2015 to February 2020, where accolades included being ranked #2 among US Healthcare Analysts in 2019 and recognized as an All America Research Team Rising Star in 2016. Previous positions also encompass Vice President at Stephens Inc. and equity research roles at Piper Jaffray, as well as a lead system designer at GE Healthcare, holding multiple patents in healthcare information technology. Educational qualifications include an MBA from Northwestern University's Kellogg School of Management, an MS in Computer Engineering from Syracuse University, and a B.Tech in Chemical Engineering from Vellore Institute of Technology.
This person is not in any teams
Alphathena
Hi, we’re Alphathena. We’re here to make personalized investing accessible to everyone by providing RIAs and FinTech providers with ready-to-implement direct indexing tools. Our developer-friendly API infrastructure and Web solutions power the entire investing lifecycle with services including personalized and pre-built indexes, automated tax-loss harvesting, rules-based rebalancing, portfolio transitions, and much more.. Each solution is available as a modular offering to allow financial advisors to build a custom set of solutions, so they can deliver a personalized client experience that will grow their businesses. And all our solutions are available through our modern Web Apps and via our high-performance, cloud-based, fiduciary-compliant API infrastructure, which enables seamless integration into our client front- and back-office workflows.