Payel Farasat
Chief Investment Officer at BURTECH ACQUISITION CORP.
Profile
Payel Farasat is currently the Chief Investment Officer at Loring Ward International Ltd.
She also holds the position of Chief Investment Officer at BurTech Acquisition Corp.
and Burkhan World Investments LLC.
Previously, she worked as a Regional Vice President at Charles Schwab Investment Management, Inc. from 2007 to 2015.
From 2015 to 2017, she served as the Chief Investment Officer at Loring Ward Securities, Inc. She also held the position of Chief Investment Officer at LWI Financial, Inc. Ms. Farasat has a graduate degree from the University of San Francisco and an undergraduate degree from the University of California.
Payel Farasat active positions
| Companies | Position | Start |
|---|---|---|
| BURTECH ACQUISITION CORP. | Chief Investment Officer | 2020-11-30 |
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Chief Investment Officer | - |
Burkhan World Investments LLC
 Burkhan World Investments LLC Financial ConglomeratesFinance Burkhan World Investments LLC is an investment holding American company. The private company is based in Washington. The company was founded by Shahal M. Khan. Shahal M. Khan has been the CEO since incorporation. | Chief Investment Officer | 2020-11-30 |
Former positions of Payel Farasat
| Companies | Position | End |
|---|---|---|
Loring Ward Securities, Inc.
 Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Chief Investment Officer | 2017-10-31 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Corporate Officer/Principal | 2015-01-31 |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Chief Investment Officer | - |
Training of Payel Farasat
| University of California | Undergraduate Degree |
| University of San Francisco | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BURTECH ACQUISITION CORP. | Finance |
| Private companies | 5 |
|---|---|
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
Burkhan World Investments LLC
Burkhan World Investments LLC Financial ConglomeratesFinance Burkhan World Investments LLC is an investment holding American company. The private company is based in Washington. The company was founded by Shahal M. Khan. Shahal M. Khan has been the CEO since incorporation. | Finance |
Loring Ward Securities, Inc.
Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
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