Paresh Vinayak Kamdar

Portfolio Manager-Equities at

Focus Partners Wealth LLC

Finance

Consumer Services

Profile

Mr. Paresh V.
Kamdar is a Senior Wealth Advisor at Focus Partners Wealth LLC.
Mr. Kamdar was previously employed as a Wealth Advisor by Merriman Wealth Management LLC, a Principal by Charles Schwab & Co., Inc., and a Principal by H&R Block Financial Advisors.
He received his undergraduate degree from Indiana University.

Paresh Vinayak Kamdar active positions

Companies	Position	Start
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Portfolio Manager-Equities	2025-01-31

All active positions of Paresh Vinayak Kamdar

Former positions of Paresh Vinayak Kamdar

Companies	Position	End
Merriman Wealth Management LLC Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives.	Portfolio Manager-Equities	2025-01-31
H&R Block Financial Advisors H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Finance
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
H&R Block Financial Advisors H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merriman Wealth Management LLC Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives.	Finance