Sanjay Sharma, CFA

Sanjay Sharma, CFA is a co-founder of Bridge Financial Technology, a company that develops technology platforms for investment advisors.4 He has extensive experience in the financial technology sector, with a focus on investment management and advisor enablement.1

Professional Background

Sanjay co-founded Bridge Financial Technology, where he played a key role in onboarding approximately $55 billion in assets and managed the reconciliation process across liquid and illiquid investments.1 The company, founded in 2016, provides software solutions for Registered Investment Advisors (RIAs) to automate their office work and investment management processes.2

Education and Qualifications

Sanjay holds the following educational qualifications:

• Master of Science (MSc) in Finance, specializing in Corporate Finance and Banking, from the Duisenberg School of Finance13
• Bachelor of Arts (BA) in Biology and Business from Kalamazoo College1

He is also a Chartered Financial Analyst (CFA) charterholder.1

Career Experience

Prior to co-founding Bridge Financial Technology, Sanjay worked as a consultant at Duff & Phelps, where he built and managed models for valuing public and private companies and private transactions.1

Current Role

As of the most recent information available, Sanjay Sharma is the Head of Alternatives at Compound Planning, where he works with alternative investment sponsors to conduct due diligence on new investment opportunities in private markets for clients.1

Expertise

Sanjay's areas of expertise include:

• Investment management
• Alternative investments
• Business valuation
• Financial technology
• Advisor enablement
• Operations1

Sanjay Sharma's professional journey demonstrates a strong background in finance and technology, with a particular focus on developing innovative solutions for the investment advisory industry.