Divyank Mehta, CFA®
Investment Advisory Specialist - Portfolio Strategist
Divyank is an Investment Advisory Specialist - Portfolio Strategist at Ulrich Investment Consultants. Div works closely with the senior consultants and operational professionals servicing the firm’s clients and is also responsible for investment monitoring of portfolios, trading and preparation of performance reporting presentations. Prior to his role as an Investment Advisory Specialist - Portfolio Strategist, Divyank was an Advisory Associate and Investment Analyst in the Research Team at Ulrich Investment Consultants.
Divyank obtained a master’s degree in finance from The University of Texas at Austin after graduating with a bachelor’s degree in economics. He is a holder of the right to use the Chartered Financial Analyst® designation. Outside of work, Divyank enjoys watching movies, exploring national parks, and learning about history.