Bhavna Khurana, CFA

Senior Portfolio Manager

Nashville, TN
Bhavna Khurana, CFA

Wealth Management
Investment Strategies
Portfolio Management
Asset Allocations

Bhavna is a Senior Portfolio Manager and Principal at the firm. In her current role, she works closely with clients on all aspects of wealth management, particularly focusing on investment strategies, portfolio construction, client asset allocations, investment planning, and research. Self-driven and highly motivated, she strives to provide her clients with a level of service that goes beyond the numbers and is focused on building long-term relationships. She is a CFA® charterholder and is a member of the CFA® Society of Nashville.

She started her career as an Equity Research Analyst at Goldman Sachs. Prior to joining the firm, she was the Global Head of Client Solutions for the financial services practice at The Smart Cube.

Bhavna earned a Bachelor of Commerce degree from Delhi University in India. She also holds a Chartered Accountant degree from India.  

Outside of work, Bhavna loves to travel, spend time outdoors, and explore new places. Together with her husband, she has traveled to 25 different countries and has been to 18 National Parks in the US (and counting).