Leela R. Rao
Chief Executive Officer at GoodWin Asset Management, Inc.
Profile
Ms. Leela R.
Rao, CFA MBA, is a President & Portfolio Manager at GoodWin Asset Management, Inc. She practices strategic and conservative asset management based on fundamental analysis.
She is a highly qualified professional with exceptional skills of management, fundamental research, analytical and strategic and tactical asset allocation skills, which are strong assets for investment management.
Ms. Rao was previously employed as a Senior Financial Analyst by Hinduja Bank (Switzerland) SA, a Principal by HSBC Bank USA, NA, by Morgan Stanley Dean Witter, by Prudential Bache Securities, Inc., and by The Northern Trust Co.
She received her MBA (Finance) from the University of Hull, a Masters Degree (MA) in English Literature from Annamalai University.
Leela R. Rao active positions
| Companies | Position | Start |
|---|---|---|
GoodWin Asset Management, Inc.
 GoodWin Asset Management, Inc. Investment ManagersFinance GoodWin Asset Management, Inc. (GAM) is an independent wealth management firm headquartered in Pensacola, Florida. GAM was founded in 2004 and provides investment advisory and management services to high-net worth individuals. | Chief Executive Officer | 2003-12-31 |
Former positions of Leela R. Rao
| Companies | Position | End |
|---|---|---|
S.P. Hinduja Banque Privée SA
 S.P. Hinduja Banque Privée SA Investment ManagersFinance Hinduja Bank (Switzerland) SA (Hinduja Bank) is the Geneva-based subsidiary of Hinduja Group India Ltd., headquartered in India. Established in 1978 to manage the funds of high -net worth individuals, the firm was registered as a bank in 1994 to increase their range of services and the security they could provide to their international client base. Hinduja Bank provides a full range of services including custodial services, portfolio management, investment banking, structured and trade finance, trust and fiduciary services, forex, precious metal dealings and stock market transactions to high-net worth individuals, institutional and retail investors. In addition to their office in Geneva, Hinduja Bank has offices in Zurich, Luzern, London and Paris and has additional subsidiaries worldwide. | Corporate Officer/Principal | 1999-03-30 |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
HSBC Bank USA, NA
 HSBC Bank USA, NA Major BanksFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Corporate Officer/Principal | - |
| Morgan Stanley Dean Witter | Corporate Officer/Principal | - |
| Prudential Bache Securities, Inc. | Corporate Officer/Principal | - |
Training of Leela R. Rao
| The University of Hull | Masters Business Admin |
| Annamalai University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
HSBC Bank USA, NA
HSBC Bank USA, NA Major BanksFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Finance |
S.P. Hinduja Banque Privée SA
S.P. Hinduja Banque Privée SA Investment ManagersFinance Hinduja Bank (Switzerland) SA (Hinduja Bank) is the Geneva-based subsidiary of Hinduja Group India Ltd., headquartered in India. Established in 1978 to manage the funds of high -net worth individuals, the firm was registered as a bank in 1994 to increase their range of services and the security they could provide to their international client base. Hinduja Bank provides a full range of services including custodial services, portfolio management, investment banking, structured and trade finance, trust and fiduciary services, forex, precious metal dealings and stock market transactions to high-net worth individuals, institutional and retail investors. In addition to their office in Geneva, Hinduja Bank has offices in Zurich, Luzern, London and Paris and has additional subsidiaries worldwide. | Finance |
| Morgan Stanley Dean Witter | Finance |
| Prudential Bache Securities, Inc. | Finance |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
GoodWin Asset Management, Inc.
GoodWin Asset Management, Inc. Investment ManagersFinance GoodWin Asset Management, Inc. (GAM) is an independent wealth management firm headquartered in Pensacola, Florida. GAM was founded in 2004 and provides investment advisory and management services to high-net worth individuals. | Finance |
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