Arjun Vellayappan
Equity Research Analyst at Geneva Capital Management LLC
About
Arjun Vellayappan, CFA, is an Equity Research Analyst at Geneva Capital Management LLC, based in Chicago, Illinois. In his current role, he is responsible for conducting detailed company and sector analysis, supporting the firm’s investment decision-making through fundamental equity research. His coverage typically focuses on specific industries as assigned within Geneva’s actively managed equity portfolios, though exact sectors are not publicly specified in available sources.
Vellayappan holds the Chartered Financial Analyst (CFA) designation, reflecting comprehensive expertise in investment research, portfolio management, and financial analysis. He has successfully passed all three levels of the CFA Program and completed substantial qualified industry experience, establishing his credentials as a respected professional in equity research.
Prior to joining Geneva Capital Management, there is no publicly verified information outlining his previous positions; however, his CFA Charterholder status indicates he has completed at least 4,000 hours of relevant investment work experience. His proficiency lies in equity research and investment analysis, contributing to Geneva’s reputation for rigorous investment stewardship.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Geneva Capital Management LLC | Equity Research Analyst | Jul 2020 to Present | — |
| Gumdrop Massage | Co-Founder and CFO | Feb 2017 to Jul 2020 | Co-founded a massage device company and served as CFO in early stage growth. Exited via sale to Delos Therapy in 2020. |
| Sirios Capital Management | MBA Summer Intern - Equity Research | Jun 2019 to Aug 2019 | — |
| Snapsheet Inc | Product Management Intern | Jun 2018 to Aug 2018 | • Drove new product research, feature development and client training for Snapsheet Transactions e-signature and B2B payments portal capabilities • Built Transactions B2B auto body shop outreach and g... |
| PwC | Advisory Senior Associate, Financial Services | Jul 2017 to Jun 2018 | • Excelled in a senior management position of a $100M+ client Cash transformation initiative, bringing automation and execution best practices to improve delivery while reducing cost • Led workstreams... |
| PwC | Advisory Associate, Financial Services | Aug 2015 to Jun 2017 | • Helped develop a new Recovery and Resolution Plan for a U.S. based systemically important financial market utility by assessing the client’s current regulatory state and providing recommendations fo... |
| Pivot Point Consulting, LLC | Business Operations Intern | Jun 2014 to Sep 2014 | • Utilized Salesforce interface to develop 25 accounts with more than 1500 contact leads for sales team managers • Analyzed competitive marketplace for healthcare IT consulting and implemented social ... |
| CDI Global | M and A Consulting Intern | Apr 2014 to Jun 2014 | • Performed valuation analysis by utilizing Capital IQ and OneSource to create target lists for potential mergers • Developed financial models alongside comprehensive research for client presentation... |
| Lexington High School | Assistant Debate Coach | Sep 2011 to Jun 2014 | Coached Lexington High School policy debate teams in argument and research |
Education
The University of Chicago Booth School of Business
Master of Business Administration - MBA, Concentrations: Accounting, Entrepreneurship and Finance
Northwestern University
Bachelor's Degree, Economics, Political Science
Others at Geneva Capital Management LLC (3)
| Name | Role | Location |
|---|---|---|
M Matthew Pistorio | Principal, Client Portfolio Manager | Chicago, IL , United States |
C Chris Eckel | Portfolio and Performance Analyst | Milwaukee, WI , United States |
S Scott Priebe | Principal | Milwaukee, WI , United States |