Vise
Aishik Dutta, CFA has four years of experience in the finance industry. Aishik began their career in 2018 as an Investment Consultant and Investment Research Analyst at Bellwether Consulting LLC. In 2022, they joined Vise as an Investment Strategist.
Aishik Dutta, CFA has a diverse educational background. Aishik attended St. Xavier's Collegiate School from 2002 to 2014. Aishik then went on to pursue a Bachelor of Science (B.Sc.) in Economics from St. Xavier's College (Autonomous), Kolkata from 2014 to 2017. In 2017, they completed a Master of Science (MS) in Quantitative Finance from Rutgers Business School. Aishik is also a CFA Charterholder from the CFA Institute.
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Vise
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Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.