Vivek Sharma, CFA, CFP, CIPM, Ph.D.
Dr. Vivek Sharma is a Senior Advisor at Gwynedd Wealth Solutions, LLC. He has been in the Financial Services industry for over six years and prides himself in building relationships with his clients to understand their specific needs. Vivek helps professionals, executives, and business owners with financial advice, investment decision making, and financial planning to meet their complex financial goals. He is direct, independent, and objective in his approach and aspires to offer every advice with competence, character, and compassion.
In 2008, Vivek started a consulting firm, Connotia, LLC. As Founder and Principal, he has worked with institutional clients to uncover strategic, research, and financial opportunities in the Healthcare and Emerging Markets sectors. Before Connotia, Vivek worked for 12 years in Academia and in the Pharmaceutical industry to advance scientific research in infectious diseases and autoimmune disorders by building and analyzing three-dimensional models for drug targets. He started his career as a researcher at Texas A&M University in 1996 after earning a Ph.D. in Molecular Biophysics from the Indian Institute of Science. His diverse combination of academic and professional experience has given him a unique ability to apply a rigorous analytical framework to any situation with a robust and wide-ranging perspective.
Vivek has a broad knowledge of financial analytics, trends, and capital markets and strives to stay current and adaptable in his thinking. He believes that an industry composed of competent and ethical practitioners is a necessary ingredient to build an investment profession that protects investors and ultimately contributes to a better society. Vivek is a CFA® charter holder and a member of the CFA Institute that continues to set the standard in ethics and excellence for the global investment management profession. He holds Certified Financial Planner (CFP) designation, the CIPM designation, the Series 65, and PA Health & Life Insurance license.
Vivek’s areas of particular expertise include Tax-Efficient Investing, Comprehensive Financial Planning, Retirement Strategies, Insurance Planning, Portfolio Management, and Small Business Retirement Plans.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.