Suresh Raghavan, CFA®

MBA

Personal Information

Skill

My first job out of college was at a small public accounting firm in Chennai, India. I started as an “articled clerk” learning the ropes on many audits and consulting assignments. These formative years taught me how to read Balance Sheets and Profit and Loss and Cash Flow Statements. Most important, it helped me understand the drivers behind businesses.

I grew up as an only child of my parents in India: Where integrity and work ethic were natural and much was expected of you. You learned from your mistakes, but continuously strived to be better, wanting to excel at whatever it is you chose to do. This tenet pervades our approach to investments – as the world is always changing and each day brings with it new challenges.

I moved to the US for graduate school to study finance in general and Investment Management in particular: Syracuse University further helped me hone my skills in Investment Management, which was followed by working at firms on Wall Street, in New York and London, and subsequently at a large insurance company.

As a Chartered Financial Analyst (CFA) Charterholder, I live the credo of ethics and professionalism. Being ethical is the only way to do business. As a fiduciary we put our clients’ interests ahead of our own. I continue to volunteer for the CFA Institute, having served on its Disciplinary Review Committee, its Education Advisory Board, and as a grader for CFA exams. I have also mentored a number of newer Charterholders as a way of giving back to society.

To be successful at investing over the long haul one needs to be disciplined: Investing is a marathon, not a sprint. We are quite proud of our Investment Advisory Committee. The inclusion of non-employee members provides us with expertise on many investment topics and ideas.  Discipline comes from the pursuit of an underlying philosophy that can stand the test of time.

My MBR Family has been a source of strength during my parent’s health issues and have also rejoiced with us as our kids have grown and gotten married. I would not want to “do battle” with any other crew than my MBR family at my side.

My over three decades of experience has taught me to learn continuously and remain disciplined. It is critical to stay disciplined through thick and thin, even as many get caught up in trying to chase the next “hot stock.” It is important to analyze all aspects of a situation before jumping to conclusions; more often than not, a thoughtful, well-reasoned analysis will triumph over a knee-jerk decision.

Education

  • University of Chennai, India, Bachelors in Commerce
  • Syracuse University, NY, Masters in Business Administration
  • Charlottesville, VA, Chartered Financial Analyst

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