Speaker Details

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Ramesh Gulati

Founder

Gulati Asset Management, LLC

About

RameshCFP, founder of Gulati Asset Management, LLC, began investing in individual equities at age 12. American Express Financial Advisors recruited him, and Mr. Gulati achieved the Certified Financial Planner designation as the youngest in existence at the time. Gulati Asset Management LLC, was founded in 1998, as one of the earliest fee only registered investment advisory firms. With offices in Providence, Rhode Island and Vero Beach, Florida, he services clients from around the country. Mr. Gulati graduated with honors from Boston College with a double major in finance and marketing.