Vivek Sharma, Ph.D.
Dr. Vivek Sharma is a Senior Financial Advisor at Gwynedd Wealth Partners, LLC. He has been a strategic consultant for over six years and prides himself in building relationships with his clients to understand their specific needs. As a Registered Investment Advisor Representative, Vivek works directly with Individual and Institutional clients to provide financial advice suitable to manage their wealth and to meet their financial objectives. In addition, he is a member of Gwynedd’s Investment Management Team and is instrumental in analyzing and building investment strategies.
In 2008, Vivek started a strategic consulting firm, Connotia, LLC. As Founder and Principal, he has worked with individual and corporate clients to uncover opportunities in the Life-Sciences, Pharmaceutical, Biotechnology, Healthcare, and Emerging Markets sectors. Prior to Connotia, Vivek worked for 12 years in Academia and the Pharmaceutical industry to advance scientific research in infectious diseases and autoimmune disorders. Throughout his career he has applied advanced computational skills in analyzing and solving complex quantitative problems. Vivek started his career as a researcher at Texas A&M University in 1996 after earning a Ph.D. in Molecular Biophysics from the Indian Institute of Science.
Vivek has a broad knowledge of finance and the capital markets. He thoroughly understands the characteristics of the various investment assets and their suitability for individual and institutional investor portfolios. Vivek is enrolled in the CFA program to obtain the highest level of credentials in the global investment management industry. He is a 2016 Level III CFA candidate and maintains the series 65 license.