Advisor Partners has appointed Vikas Oswal (pictured), CFA, as the firm’s new CEO and Chief Investment Officer (CIO).
Oswal spent 18 years at Mellon Capital Management in San Francisco, rising steadily through research and investment positions to the role of Executive Vice President, Chief Investment Strategist. In addition to being actively involved in research, design and development of investment strategies, Oswal raised over USD15 billion in active assets and increased the firm's revenues by more than USD100 million, over a four-year period. An expert at global asset allocation and currency management, he has extensive experience with the risk-managed implementation of complex portfolios. At the time he left Mellon Capital in 2012, he was responsible for the investment of USD220 billion in client assets. During his years in the institutional investment environment, Oswal was a frequent presenter at Mellon Capital's client conferences, as well as at foundation, endowment and pension plan investment committee meetings. He has successfully presented at numerous manager searches throughout the US and overseas.
Oswal has spent the past three years as a trusted advisor to ultra high net worth individuals and families, drawing on his experience as a highly successful investment strategist. As a private investor, he was able to do what so many in the industry yearn for, but few achieve – spend time with his family and be present for formative years in his son's life.
Oswal holds an MBA in Finance from the University of California at Berkeley. Prior to his career in finance, he was an environmental engineer, receiving his masters in chemical engineering from the University of Oklahoma and bachelor's degree from the Indian Institute of Engineering in Varanasi, India.
"I have tremendous regard for Advisor Partners' Chairman Andrew Rudd, and AP's dynamic, talented team, and am excited to take this leadership position," says Oswal. "I look forward to working with current and prospective clients and proactively helping to accelerate the firm's growth."