Anshul Sharma is chief investment officer at Savvy Wealth, where he oversees the firm’s investment strategy, portfolio design, and platform innovation. He partners across product, marketing, and operations teams to deliver portfolios that take a methodological approach to balance customization with scalability for advisors and their clients.
Before joining Savvy, Sharma spent nearly two decades at Bank of America, where he managed the chief investment office’s Sustainable Model Portfolio Suite, launched new proprietary offerings, and, as head of Alternative Investment Strategy, provided guidance and thought leadership to advisors around hedge fund, private market, and real asset strategies.
