Jyoti Aggarwala - Director
Jyoti is a seasoned financial services professional with more than twenty five years of finance and institutional sales experience. She has dedicated the last fifteen years of her career to building relationships with top-tier institutional investors globally who are investing in alternative assets, primarily venture capital and private equity. Her cumulative work experience has been across asset classes, strategies and geographies including US Equities & Emerging Asian Equity Markets, and Alternatives - Emerging Market Real Estate, Indian Growth Expansion, European Infrastructure, US Private Equity and Venture. Jyoti is equally skilled and experienced in organizing investor events that are both educational and provide an opportunity for business development and networking.
Jyoti has approached her career in an entrepreneurial manner working independently for the last nine years during which time she was registered with Scarsdale Equities, LLC between 2009 and 2015. Prior to that she was a partner with Thomas Capital Group, a Seattle based boutique private placement firm. She has also worked with leading domestic and international brokerage firms including Ladenburg, Thalmann & Co, Nomura Securities, and Peregrine Brokerage, Inc.
Ms Aggarwala holds Series 7, 63, 79 and 24 registrations. She earned an MBA in Finance from Bentley University and a BA (Honors) in Economics from Delhi University. She frequently volunteers to teach financial literacy to students through the High Water Women financial literacy program.