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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Rockwood Wealth Management | Financial Trader | Feb 2025 to Present | Run the trading desk in order to assist financial advisors accomplish their portfolio targets for each client. |
| Freudigman & Billings, LLC | Instructional Coach | Jun 2024 to Jan 2025 | — |
| Cornell University | Research Assistant | Apr 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Jun 2024 | Working with the Labor Dynamics Institute in the Replication Lab to asses the validity and replicability of unpublished American Economics Review articles.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 University | Academic Tutor | Aug 2021 to Jun 2024 | — |
| Cornell University | Student | Aug 2020 to Jan 2022 | — |
| Southern Methodist University | Research Fellow | Jun 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)
| Name | Role | Location |
|---|---|---|
| Principal | New Hope, PA , United States | |
| Principal | Doylestown, PA , United States | |
M Mark Kelly | Principal | New Hope, PA , United States |
| Trader | Philadelphia, PA , United States | |
S Sam Feldbaum | Principal | Philadelphia, PA , United States |
B Brian Hansen | Principal | Philadelphia, PA , United States |
C Cfp® Aif® | Principal | New Hope, PA , United States |
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