Profil
Mr. Sonu Johar is a Principal & Portfolio Manager at Forté Capital LLC.
As a member of the Forté Investment Committee, he is primarily responsible for equity analysis, security selection, and commentary.
He works with high net-worth individuals, families, and businesses in areas of portfolio management, asset allocation, and retirement planning.
Previously, he was a Investment Associate at Merrill Lynch, Middle Markets Group.
Also, a Senior Research Analyst at Bryce Capital Management.
He received his undergraduate degree from Rochester Institute of Technology and a graduate degree from State University of New York at Buffalo.
Aktive Positionen von Sonu Johar
| Unternehmen | Position | Beginn |
|---|---|---|
Forté Capital LLC
 Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Analyst-Equity | 01.10.2009 |
Ausbildung von Sonu Johar
| Rochester Institute of Technology | Undergraduate Degree |
| State University of New York at Buffalo | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Forté Capital LLC
Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Finance |