Bharat Sawhney

Mr. Sawhney has over 20 years of experience in operational and product strategy, sub-accounting, large scale integrations, outsourcing, regulatory, operational and technological transformation and change management. He has broad product knowledge in both Wealth and asset management, specifically digital transformation, middle office outsourcing, product innovation, goals based investing and cryptocurrencies.  

Prior to joining the company, Mr. Sawhney spent 15 years at major consulting firms serving the buy-side and sell-side institutions. He has advised Investment Banking, Investment Management and Mortgage companies on tactical and strategic transformation efforts. Mr. Sawhney has also worked at Morgan Stanley in Private Wealth Management servicing the High Net Worth client segment of the company.  In addition to his industry experience, Mr. Sawhney is trained in Six Sigma (Green Belt) and fluent in five languages – Hindi, English, Arabic, Urdu, and French. He holds a BS in Business Administration from Washington University in St. Louis and a MBA from Cornell University.