Profile
Ms. Darcy G.
Bhatia, CFA, is Co-Founder at Highmount Capital LLC since 2002.
Prior to that, Ms. Bhatia was a Portfolio Manager and Managing Director at Trainer Wortham & Co. in New York.
As a member of Trainer Wortham's Family Wealth Management Team, she designed strategic investment and asset allocation plans and managed assets and liabilities for families.
Additionally, she coordinated accounting services, estate and tax planning, real estate reviews and property and personal liability exposures.
Prior to moving to New York, Ms. Bhatia was Vice President and Portfolio Manager at The Pacific Bank in San Francisco, where she was instrumental in building the Investment Management Division of the bank.
Ms. Bhatia holds the Chartered Financial Analyst designation and is a Certified Financial Planner.
She is a member of New York Securities Analyst, where she serves as an active member of the Private Wealth Management Committee.
Additionally, she holds memberships with the CFA Institute, Financial Women's Association, Women Presidents Organization and Financial Planning Association , and is a board member of Kids In Distressed Situations.
Ms. Bhatia received her undergraduate degree from Tulane University in New Orleans, Louisiana and her MBA from Thunderbird, The Garvin School of International Management in Glendale, Arizona.
Former positions of Darcy G. Bhatia
Companies | Position | End |
---|---|---|
Highmount Capital LLC
Highmount Capital LLC Investment ManagersFinance Founded in 2002 by Steven Hoch and Maarten van Hengel, Highmount Capital LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Brown Advisory Management LLC. Highmount Capital provides investment advice to high net-worth families and/or related parties. | Founder | 30/04/2011 |
Pacific Bank, NA (San Francisco, California) | Corporate Officer/Principal | - |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Portfolio Manager-Equities | - |
Kids In Distressed Situations, Inc.
Kids In Distressed Situations, Inc. Services to the Health IndustryHealth Services Kids In Distressed Situations, Inc. provides children with new clothing, toys, basic necessities, juvenile products and books. The firm operates as a charity of retailers, manufacturers and licensors of children's and youth products, in partnership with foundations, that provides new clothing, toys, basic necessities, juvenile products, and books to underprivileged and disaster-stricken children. The company was founded in 1985 and is headquartered in New York, NY. | Director/Board Member | - |
Training of Darcy G. Bhatia
Tulane University (Louisiana) | Undergraduate Degree |
Thunderbird School of Global Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Highmount Capital LLC
Highmount Capital LLC Investment ManagersFinance Founded in 2002 by Steven Hoch and Maarten van Hengel, Highmount Capital LLC is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Brown Advisory Management LLC. Highmount Capital provides investment advice to high net-worth families and/or related parties. | Finance |
Kids In Distressed Situations, Inc.
Kids In Distressed Situations, Inc. Services to the Health IndustryHealth Services Kids In Distressed Situations, Inc. provides children with new clothing, toys, basic necessities, juvenile products and books. The firm operates as a charity of retailers, manufacturers and licensors of children's and youth products, in partnership with foundations, that provides new clothing, toys, basic necessities, juvenile products, and books to underprivileged and disaster-stricken children. The company was founded in 1985 and is headquartered in New York, NY. | Health Services |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Finance |
Pacific Bank, NA (San Francisco, California) | Finance |
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