Vikas Doddapaneni

Vikas Doddapaneni has extensive work experience in the financial industry, with a focus on investment management and portfolio administration. Vikas currently holds the position of Vice President at EPIQ Capital Group since October 2021. Prior to that, they worked as a Vice President at Summit Trail Advisors from April 2016 to September 2021.

Before joining Summit Trail Advisors, Vikas worked at Barclays Wealth and Investment Management where they held the role of Senior Analyst/Team Lead from May 2015 to April 2016. In this role, they managed a team of analysts and was responsible for administration and reconciliation of client transactions and valuations for alternative investments. Vikas also had extensive interaction with data providers and addressed broker queries related to client statements.

Prior to Barclays, Vikas worked at SEI Investments as an SMA Portfolio Administrator - Senior Analyst from February 2011 to March 2012. In this role, they developed and maintained relationships with money managers, provided operations support, and ensured smooth conversions with new clients. Vikas also worked as an SMA Portfolio Administrator in the same company from March 2008 to February 2011, where they focused on back office solutions, reconciliation of portfolio holdings, and support for client inquiries.

Vikas started their career at PFPC as an Accounts Specialist from February 2007 to March 2008. In this role, they provided financial assistance and managed relationships between sponsors and trade desk, with responsibilities including opening and terminating accounts and quality control.

Overall, Vikas Doddapaneni has demonstrated expertise in portfolio administration, investment management, client support, and team management throughout their career in the financial industry.

Vikas Doddapaneni completed their Bachelor's degree in Business Administration from the Fox School of Business at Temple University. Vikas attended the university from 2002 to 2006 and focused on fields of study such as Business Administration and Marketing.