Profile
Ms. Arathi Thyagarajan, CFA, is a Financial Analyst at Polaris Wealth Advisory Group LLC.
She is a member of the firm's portfolio management team.
She monitors and reviews investments, with a focus on fixed income.
Prior to joining Polaris, Ms. Thyagarajan was a Financial Advisor Associate at Wales Investments Inc. She was also a manager of corporate finance at Industrial Bank of India Limited in India where she gained extensive experience in all facets of credit appraisal, feasibility studies and project monitoring.
Ms. Thyagarajan graduated from the University of Madras, India, where she earned her Master of Science in commerce.
She holds the Chartered Financial Analyst® designation.
Former positions of Arathi Thyagarajan
| Companies | Position | End |
|---|---|---|
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Analyst-Fixed Income | 2022-06-30 |
Training of Arathi Thyagarajan
| University of Madras | Undergraduate Degree |
Experiences
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1st degree connections
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Linked companies
| Private companies | 1 |
|---|---|
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Finance |
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