Aarathy Arun, CFA

Aarathy (pronounced AA-ra-thi) serves as our Director of Investment Research, supporting the ongoing due diligence and research needs of our firm’s investment committee. She provides our advisors with timely research and insights on markets and investment solutions. Her professional passion is identifying opportunities to enhance the firm’s investment research and portfolio analysis processes.

Aarathy is a CFA^® charterholder and a member of the CFA Society Hartford. The CFA designation is globally recognized and reflects completion of a rigorous program focused on investment analysis and portfolio management, along with applicable professional experience and ethical requirements. Prior to joining Meritage, Aarathy worked for Hamilton Gray Wealth Management, an investment advisory and financial planning firm. While living in India, she spent nine years working for Citibank in Mumbai, where her responsibilities included developing foreign exchange and interest rate hedging solutions for large corporate clients. She holds a Bachelor of Engineering from Anna University in Chennai.

When she’s not working, Aarathy enjoys traveling and exploring new places with her family, reading fiction, and listening to music. She lives in Farmington, CT, with her husband, Prasanna, and her kids, Moukthika and Rohit.

Contact Aarathy at (860) 266-1340 or aarathy@meritagefs.com