Suryansh Agrawal

Suryansh Agrawal is currently an Associate at Windsor Advisory Group, a Columbus, OH-based investment advisory firm focused on family office services and holistic financial management for high-net-worth individuals and families. In his role, he assists in client portfolio planning, financial analysis, and the development of tailored investment strategies aligned with client priorities.

His professional expertise includes prior experience as an Investment Analyst at Fourth Dimension Wealth, where he supported research, analysis, and portfolio recommendations, and significant involvement in the Denison Data Analytics Program. Suryansh’s work primarily spans diversified financial services, with exposure to equities, alternative investments, and portfolio risk analytics, supporting Windsor’s comprehensive wealth management model.

Suryansh holds dual Bachelor of Arts degrees in Financial Economics and Data Analytics from Denison University, providing a robust foundation in investment management, quantitative research, and financial modeling. His academic background and recent industry experience enable him to deliver data-driven, client-focused investment solutions within the family office and private wealth management sectors.