Rohan Nakrani
Portfolio Manager
Designations & Licenses: CFA®, MBA
Rohan is a seasoned portfolio manager at Financial Advisors Network, leveraging a comprehensive educational background and rich experiences in finance and investments. Graduating from California State University, Fullerton, he received an MBA with a concentration in finance and investments. He also received a B.S. in Computer Engineering in India. His educational background is further complimented by the prestigious CFA® certification
Rohan holds the following certifications and licenses:
- CFA® (Chartered Financial Analyst® )
- Series 65 (Uniform Investment Advisor Law Registration)
Rohan’s professional journey is highlighted by a diverse skill set and a great track record. Before his time at Financial Advisors Network, he served as team lead at an IT solutions firm. During his time at California State University, Fullerton, he engaged in a spectrum of projects, notably contributing to the development of business models for innovative ventures such as Hyperloop Transportation Technologies, Inc.
With over nine years of professional experience, Rohan has honed his skills in financial markets, cultivating expertise across various industries and sectors. He is skillful in his usage of essential financial tools such as Bloomberg Terminal, Morningstar Workstation, adept at creating investment modeling templates, and skilled at deploying his analytical prowess in the field.
At FAN, Rohan has showcased his proficiency by managing more than $700 million in client assets across many multi-asset portfolios. His strategic acumen helps ensure that portfolio tracking error remains in alignment with associated benchmarks, underscoring his commitment to optimal portfolio performance.
Rohan’s expertise lies in developing sophisticated equity valuation models, employing Bloomberg Terminal and Excel with VBA Macros, leading to the identification of undervalued equities. His analytical skills extend to evaluating financial data of public companies using various valuation techniques, guiding actionable Buy/Sell/Hold recommendations.
His expertise in portfolio evaluation based on attribution, style, and holdings has been pivotal in identifying key drivers influencing relative portfolio performance. Notably, Rohan spearheaded the enhancement of the trade order management system, facilitating successful rebalances of portfolios worth $700 million while adhering to investment guidelines.
Adept at constructing and optimizing multi-factor-based portfolios, Rohan’s approach integrates fundamental and quantitative analytical styles, resulting in improved tax optimization and favorable risk-adjusted returns for the portfolios.
Beyond his professional commitments, Rohan enjoys playing billiards, indulging in books, and traveling with his wife and friends.