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Siddhi Malvankar

Siddhi Malvankar

Financial Trader at Rockwood Wealth Management, LLC

TX , United States

About

Siddhi S. Malvankar is a Financial Trader at Rockwood Wealth Management, where she is responsible for executing trades and supporting data-driven investment decisions that benefit both the firm and its clients. In her role, Siddhi is recognized for her analytical and problem-solving skills, contributing to the firm's trading operations and client service initiatives.

Her expertise spans a variety of asset classes, and as a Trading Associate, she is involved in the day-to-day operations of portfolio management and trade execution, focusing on public equities, fixed income, and diversified portfolios that serve high-net-worth individuals and families. Siddhi’s work emphasizes practical, evidence-based strategies aligned with the firm’s commitment to comprehensive wealth management.

Prior to joining Rockwood, Siddhi served as an Instructional Coach at Freudigman & Billings, LLC and as a Research Assistant at Cornell University, where she engaged in applied research and educational support. She holds an undergraduate degree in Physics and Applied Economics from Cornell University, academic credentials that underpin her analytical approach and technical fluency in financial markets.

Career History

OrganizationRoleDate RangeDetails
Rockwood Wealth ManagementFinancial TraderFeb 2025 to Present
Run the trading desk in order to assist financial advisors accomplish their portfolio targets for each client.
Freudigman & Billings, LLCInstructional CoachJun 2024 to Jan 2025
Cornell UniversityResearch AssistantApr 2023 to Jun 2024
Working with the Labor Dynamics Institute in the Replication Lab to asses the validity and replicability of unpublished American Economics Review articles.
Cornell UniversityAcademic TutorAug 2021 to Jun 2024
Cornell UniversityStudentAug 2020 to Jan 2022
Southern Methodist UniversityResearch FellowJun 2022 to Jun 2023
Physics research fellowship working with ATLAS Lab, specifically concerned with the GBCR2 chips in electronic circuits used at CERN.

Education

Cornell University

Undergraduate, Physics and Applied Economics

2020 2024

Allen High School

High School Diploma

2016 2020

Others at Rockwood Wealth Management, LLC (7)

NameRoleLocation
John Hagan
John Hagan
PrincipalNew Hope, PA , United States
Kenny Bauer
Kenny Bauer
PrincipalDoylestown, PA , United States
M
Mark Kelly
PrincipalNew Hope, PA , United States
Michael Flaten
Michael Flaten
TraderPhiladelphia, PA , United States
S
Sam Feldbaum
PrincipalPhiladelphia, PA , United States
B
Brian Hansen
PrincipalPhiladelphia, PA , United States
C
Cfp® Aif®
PrincipalNew Hope, PA , United States

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