Heeral Mehta

Heeral Mehta, CFA, has a diverse background in various financial roles. In 2003, they started their career as an Equity Research Intern at Morgan Stanley. Following this, they worked as a Graduate Summer Trainee at the Reserve Bank of India (RBI) in 2006. Heeral then joined Lehman Brothers as an Investment Banking Analyst from 2007 to 2008. From 2008 to 2012, Heeral worked as a Senior Financial Writer at CCG Investor Relations. After that, they joined Takenaka Partners LLC as a Senior Associate, specializing in Cross-Border M&A, until 2016. Currently, they hold the position of Vice President, Strategic and Financial Planning at Kaufman Hall.

Heeral Mehta, CFA has a Master of Business Administration (MBA) degree in Finance from the University of Mumbai. Heeral also holds a Bachelor of Business Administration (BBA) degree in International Finance and Econometrics from the same university. Additionally, they are a Chartered Financial Analyst certified by the CFA Institute.