Sanjana Sudhir

Sanjana has over 5 years of experience in the financial services industry, gaining investment consulting experience at LPL Financial and LPL Research.

Sanjana’s technical knowledge positions her as a skilled specialist in the implementation of the investment management processes for fiduciaries seeking outsourced chief investment office (CIO) services.

In her role as a Senior Analyst within LPL Financial’s OCIO Consulting Group, Sanjana strives to create a collaborative environment with each client to:

• Be a liaison between the client and the broader LPL Research team.
• Conduct thorough analysis on asset allocation, investment managers, and model portfolio construction.
• Develop deeper individual client relationships.

Sanjana earned her B.A. in Economics and an M.S. in Finance from the University of Buffalo.