Bleakley Financial Group
Nischal Pai, CFA, is a seasoned finance professional with extensive experience in investment strategy and portfolio management. Currently serving as Managing Director and Senior Investment Strategist at Bleakley Financial Group, Nischal specializes in optimizing multi-asset portfolios for wealth-advisory clients through in-depth analysis of markets and macroeconomic factors. Nischal has held significant roles including Head of Institutional Relations for the Americas at CFA Institute and Managing Director at Intelligent Edge Advisors and Bank of America, managing substantial assets using quantitative methodologies. Nischal is also a dedicated member of the Board of Directors at The Parkside School, contributing to various committees focused on audit, investment, and strategic planning. An alumnus of The University of Akron with an MBA in Finance and an MS in Physics, along with a BSc in Physics from the University of Mumbai, Nischal combines a strong academic foundation with a robust professional track record.
Bleakley Financial Group
A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation. Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Bleakley Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.