Shephali Sardinha Cfa, Caia

Shephali Sardinha, CFA, CAIA has extensive work experience in the finance industry. Shephali began their career in 1999 as an Account Manager at Wellington Management, where they worked for over 10 years. In 2010, they joined Loomis, Sayles & Company as a Vice President, Senior Strategic Marketing Analyst. Shephali then served as a Vice President, Fixed Income Product Manager from 2012 to 2014. Currently, they hold the position of Vice President, Director of Strategic Marketing at Loomis, Sayles & Company.

Shephali Sardinha, CFA, CAIA has a strong educational background in finance. Shephali started their education at Bentley University, where they pursued a Bachelor of Science (BS) degree in finance from 1991 to 1995. Following this, they enrolled at the Questrom School of Business, Boston University from 1998 to 2002, though no specific degree or field of study is provided for this period.

In addition to their educational achievements, Shephali Sardinha has obtained the CAIA Charterholder certification from the CAIA Association in May 2021.