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About
Mouna Nutakki is a Client Portfolio Manager at GAMMA INVESTING LLC in Austin, Texas. In this role, she serves as a registered investment advisory professional, guiding clients through portfolio construction, risk management, and investment strategy implementation. Her key responsibilities include managing client relationships, tailoring investment solutions, and supporting the firm's strategic goals.
Nutakki's specific investment coverage includes diversified asset allocation across equities, fixed income, and alternative strategies, leveraging her expertise to address individual and institutional investor needs. Her approach emphasizes personalized portfolio design, capital preservation, and adaptive strategies in response to evolving market conditions. She is known for her hands-on client engagement and data-driven decision-making.
She holds degrees from the Rochester Institute of Technology and the ICFAI Institute of Science and Technology, giving her a solid foundation in finance and quantitative analysis. With over a decade of experience and no regulatory disclosures, Nutakki has built a reputation for fiduciary diligence and industry expertise, making significant contributions to her clients' long-term investment outcomes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GAMMA Investing | Client Portfolio Manager | Aug 2025 to Present | — |
Education
Rochester Institute of Technology
2008 — 2010
ICFAI Institute of Science and Technology
2003 — 2007
Others at Gamma Investing LLC (2)
| Name | Role | Location |
|---|---|---|
P Parry Wang | Senior Portfolio Manager | CA , United States |
| Chief Investment Officer | CA , United States |
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| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
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