PALM BEACH GARDENS, Fla.--()--Legend Advisory Corporation announced today they have appointed Shashi Mehrotra as President. Mr. Mehrotra will continue to serve as the Chief Investment Officer for Legend Advisory Corporation. In his expanded role, Mr. Mehrotra will oversee all aspects of the company’s operations and business development. He brings 17 years of experience with the company, having served as Executive Vice President and CIO for the last 5 years. Shashi Mehrotra oversees more than $1.77 billion in assets (as of 3/31/12), and is a pioneer in the application of artificial intelligence to the field of investment management.
“Mr. Mehrotra has played a critical role in developing the technologies and practices that have enabled us to offer our enduring asset management programs”
“Mr. Mehrotra has played a critical role in developing the technologies and practices that have enabled us to offer our enduring asset management programs,” said Mark Spinello, CEO of Legend Advisory Corporation. “It is a natural progression for Shashi to now take on the role of President and signifies the high degree of confidence we have in him.”
Mr. Mehrotra received a Master of Business Administration from Florida Atlantic University in 1994. He received a Bachelor of Engineering from the University of Osmania, Hyderabad, India in 1989. Mr. Mehrotra holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the South Florida Financial Analyst Society. He actively participates as a member of the Investment Management Committee of GenSpring Family Offices, LLC, an affiliate of SunTrust Banks, Inc.
For over 30 years, Legend Advisory Corporation has been actively managing investment portfolios, providing clients with the strategic vision they seek to help them achieve their goals. As a subsidiary of Waddell and Reed Financial, Inc. (NYSE:WDR), Legend has access to the resources of one of the most enduring mutual fund and financial planning complexes in the United States. Legend Advisory Corporation's history is rooted in the development of services for retirement plans. Today, in addition to serving this market, we are pleased to offer our asset management solutions to individual investors and the investment community at large.
For more information or to schedule an interview with Shashi Mehrotra, please call Kathleen Edwards (866) 774-8671 or email email@example.com.
Advisory services offered through Legend Advisory Corporation, a registered investment adviser.
4600 East Park Drive, Suite 300, Palm Beach Gardens, FL 33410, (866) 774-8671
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