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Antriksh Kandhari

Portfolio Manager at Nwam LLC

Seattle, WA , United States

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

OrganizationRoleDate RangeDetails
Northwest Asset ManagementPortfolio ManagerNov 2018 to Present
Basepoint Wealth, LLCAssociate Financial AnalystFeb 2018 to Jul 2018
Payism GlobalFinancial AnalystMar 2016 to Mar 2017
MA AdvisorsFinancial AnalystSep 2015 to Feb 2016
Capstone Securities Analysis Pvt LtdTraderOct 2013 to Sep 2014

Education

CFA Institute

Delhi University

Skills & Expertise

Finance
Chartered Financial Analyst
Asset Allocation
Employee Training
Asset Management
Rebalancing
Options Strategies
Due Diligence
Risk Management
Backtesting
Financial Analysis
Leadership
Financial Modeling
Project Management
Portfolio Management
Microsoft Excel
SQL
Python (Programming Language)
Training

Others at Nwam LLC (5)

NameRoleLocation
Candida Casey
Candida Casey
Portfolio ManagerChicago, IL , United States
Ryan Lindley
Ryan Lindley
Portfolio AnalystCharlotte, NC , United States
Steven Hering
Steven Hering
PartnerMercer Island, WA , United States
Aifa Greg Headrick
Aifa Greg Headrick
Managing PartnerMercer Island, WA , United States
Sam Headrick
Sam Headrick
Options Trading AnalystMercer Island, WA , United States

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