Bhavna Khurana, CFA – 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. She started her career as an Equity Research Analyst at Goldman Sachs. Prior to joining InterOcean Capital, Bhavna was the Global Head of Client Solutions for the financial services practice at The Smart Cube. Bhavna earned a Bachelor of Commerce from Delhi University in India. She is a CFA charterholder, member of the CFA Society of Nashville and holds a Chartered Accountant degree from India.
17 Years Investment Experience
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