Bhavna Khurana
Portfolio Manager-Equities at InterOcean Capital Group LLC
Profile
Ms. Bhavna Khurana is a Portfolio Manager at InterOcean Capital Group LLC.
She serves as a Portfolio Manager for the Schwab Advisor Network division at InterOcean Capital.
She focuses on client asset allocations, investment planning, strategy and research.
She has over 14 years of investment experience.
Prior to joining InterOcean Capital, Ms. Khurana was the Global Head of Client Solutions for the financial services practice at The Smart Cube.
She also worked as a Business Analyst for PKC Advisory and Goldman Sachs.
She earned a Bachelor of Commerce from Delhi University in India.
She is a CFA charterholder, member of the CFA Society of Chicago and a Chartered Accountant (India).
Bhavna Khurana active positions
| Companies | Position | Start |
|---|---|---|
InterOcean Capital Group LLC
 InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Portfolio Manager-Equities | 01/10/2020 |
Former positions of Bhavna Khurana
| Companies | Position | End |
|---|---|---|
The Smart Cube Ltd (India)
 The Smart Cube Ltd (India) Miscellaneous Commercial ServicesCommercial Services Part of WNS (Holdings) Ltd., The Smart Cube Ltd is a company based in Noida, India. The Indian company provides custom research and data analytics solutions. | Corporate Officer/Principal | - |
Training of Bhavna Khurana
| University of Delhi | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
InterOcean Capital Group LLC
InterOcean Capital Group LLC Investment ManagersFinance InterOcean Capital Group LLC (IOC) is a SEC-registered investment adviser and wealth management firm headquartered in Chicago, Illinois. The firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). IOC provides wealth management and portfolio management investment advisory services to individuals, family offices, and institutions. | Finance |
The Smart Cube Ltd (India)
The Smart Cube Ltd (India) Miscellaneous Commercial ServicesCommercial Services Part of WNS (Holdings) Ltd., The Smart Cube Ltd is a company based in Noida, India. The Indian company provides custom research and data analytics solutions. | Commercial Services |
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