About
Antriksh Kandhari is a Portfolio Manager at NWAM, LLC (Northwest Asset Management) in Seattle, Washington, where he develops and oversees customized investment strategies for a diverse client base including individuals, families, businesses, and non-profit organizations. His responsibilities center on strategic and active asset allocation, implementation of globally diversified portfolios, and risk management, tailored to meet each client's unique goals and risk tolerances.
With professional experience spanning roles at Basepoint Wealth and Payism Global, Antriksh has built expertise in portfolio management, financial analysis, and fiduciary consulting. At Northwest Asset Management, his focus includes implementing portfolios across a range of asset classes such as mutual funds, ETFs, bonds, and equities, managing investments for retirement, charitable, estate, and education planning needs.
Antriksh holds credentials from the CFA Institute and a degree from Delhi University, reflecting a strong foundation in financial analysis and investment principles. He is recognized within NWAM, LLC’s Fiduciary Services Group for applying prudent fiduciary practices and contributing to the firm’s reputation for personalized, solutions-oriented wealth management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Northwest Asset Management | Portfolio Manager | Nov 2018 to Present | — |
| Basepoint Wealth, LLC | Associate Financial Analyst | Feb 2018 to Jul 2018 | — |
| Payism Global | Financial Analyst | Mar 2016 to Mar 2017 | — |
| MA Advisors | Financial Analyst | Sep 2015 to Feb 2016 | — |
| Capstone Securities Analysis Pvt Ltd | Trader | Oct 2013 to Sep 2014 | — |
Education
CFA Institute
Delhi University
Skills & Expertise
Others at Nwam LLC (5)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Chicago, IL , United States | |
| Portfolio Analyst | Charlotte, NC , United States | |
| Partner | Mercer Island, WA , United States | |
| Managing Partner | Mercer Island, WA , United States | |
| Options Trading Analyst | Mercer Island, WA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
C Chris Taylor | Partner | Bristlecone Advisors, LLC | Bellevue, WA , United States |
| Partner | Bristlecone Advisors, LLC | Seattle, WA , United States | |
R Ron Albahary | Chief Investment Officer | Laird Norton Trust Company, LLC | Wayne, PA , United States |
S Scott Larson | Senior Investment Analyst | Laird Norton Trust Company, LLC | Portland, OR , United States |
A Amanda Oakeley | Investment Associate | Zevenbergen Capital Investments LLC | Kirkland, WA , United States |
D Dani Blanchard | Research Analyst | Zevenbergen Capital Investments LLC | Seattle, WA , United States |
| Senior Portfolio Manager | DDD Partners, LLC | Bellevue, WA , United States |