Bhavna Khurana, CFA | Portfolio Manager
13 Years Investment Experience
Bhavna serves as a Portfolio Manager for the Schwab Advisor Network division at InterOcean Capital. She focuses on client asset allocations, investment planning, strategy and research. Prior to joining InterOcean Capital, Bhavna was the Global Head of Client Solutions for the financial services practice at The Smart Cube. She also worked as a Business Analyst for PKC Advisory and Goldman Sachs. Bhavna earned a Bachelor of Commerce from Delhi University in India. She is a CFA charterholder, member of the CFA Society of Chicago and a Chartered Accountant (India).