Aarathy Arun, CFA®

Aarathy Arun, CFA®

Research Analyst

Aarathy (pronounced AA-ra-thi) serves as our Research Analyst supporting the ongoing due diligence and research demands of our firm’s investment committee. She provides our advisors with valuable and timely insights on markets and investment solutions. Her professional passion is identifying ways to improve portfolios.

Aarathy is a CFA® charterholder and a member of the CFA Society of Hartford. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. 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 the development of foreign exchange and interest rate hedging solutions to help large institutional clients manage their exposures. She has a Bachelor of Engineering from Anna University in Chennai and obtained her post-graduate management diploma from the Indian Institute of Management, Bangalore. 

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