Rutuja Amin

Rutuja Amin is a Portfolio Manager at RTD Financial Advisors, Inc. in Philadelphia, PA, where she is primarily responsible for assisting with investment management and operations, including portfolio trading, analysis, and rebalancing. She plays a key role on RTD’s Investment Committee, helping to oversee the firm’s investment strategies and portfolio implementation.

Her work covers a broad range of asset classes and client types, focusing on personalized wealth management solutions for individuals, trusts, retirement plans, and nonprofit organizations. Rutuja’s expertise spans comprehensive portfolio construction, asset allocation, and operational execution aimed at meeting clients’ diverse financial goals and risk profiles.

Rutuja joined RTD Financial in 2017, progressing from Associate Investment Analyst to Investment Analyst before her current leadership role as Portfolio Manager. She holds a Bachelor of Arts in Accounting from Benedictine University and has earned both the Accredited Asset Management Specialist (AAMS®) and Accredited Investment Fiduciary (AIF®) designations, underscoring her commitment to best practices and fiduciary standards in investment management.