Lavanya Batchu
Analyst-Equity at Mesirow Financial Investment Management, Inc.
Profile
Ms. Lavanya Batchu is a Managing Director at Mesirow Financial Investment Management, Inc. She provides extensive quantitative and qualitative investment research for the group's fiduciary partnership, consulting, institutional due diligence, and other related engagements.
She has 23 years of experience in the financial services industry.
Prior to joining Mesirow in 2009, Ms. Batchu spent nine years in various positions at Morningstar Associates, most recently serving as an Investment Analyst performing research on mutual funds and constructing mutual fund-level portfolios for retirement plan participants enrolled in the managed accounts program.
She earned a Bachelor of Arts from Nagarjuna University, a Master of Science from the University of Alabama at Birmingham and a Master of Business Administration from The University of Chicago Booth School of Business.
Lavanya Batchu active positions
| Companies | Position | Start |
|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Analyst-Equity | 2008-12-31 |
Former positions of Lavanya Batchu
| Companies | Position | End |
|---|---|---|
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Corporate Officer/Principal | - |
mPower Advisors LLC
 mPower Advisors LLC Investment ManagersFinance mPower Advisors LLC provided investment advisory services. Its services included wealth management tools for financial institutions and advisors. The firm offered online investment advisory services. The company was founded by Steve Barham in 1995 and was headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Lavanya Batchu
| Acharya Nagarjuna University | Undergraduate Degree |
| The University of Alabama at Birmingham | Graduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Finance |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Finance |
mPower Advisors LLC
mPower Advisors LLC Investment ManagersFinance mPower Advisors LLC provided investment advisory services. Its services included wealth management tools for financial institutions and advisors. The firm offered online investment advisory services. The company was founded by Steve Barham in 1995 and was headquartered in San Francisco, CA. | Finance |
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