Rakesh Bharti

Rakesh Bharti, MBA, CFP®, APMA®, serves as a Private Wealth Manager at Sigma Financial since May 2023, specializing in fee-based investment management. Previously, Rakesh held the position of Private Wealth Manager and Vice President of Investments at UPSTREAM Investment Partners, LLC from April 2019 to May 2023. Rakesh's career includes roles as a Financial Advisor at Ameriprise Financial Services, Inc. from 2010 to April 2019, and at Morgan Stanley from 2004 to 2010. Rakesh began a professional career at Ford Motor Company from 1982 to 2004 as a Finance Manager in various capacities, including international roles. Rakesh holds an MBA in Finance from the University of Michigan, an MSE in Mechanical Engineering from the University of Michigan, and a B.Tech in Mechanical Engineering from the Indian Institute of Technology, Kanpur.