Wealth Management Investment Consultants

Anshul Sharma and David Gao serve as our investment consultants for The Retirement Studio’s investment portfolios. They provide deep research, portfolio construction insights, and ongoing surveillance of investment strategies in both the public and private markets.

Their role includes:

• Asset allocation guidance and portfolio design
• Manager and strategy research
• Risk management and performance oversight
• Support for providing private market exposure

By leaning into their experience, TRS can deliver better and more structured allocated portfolios that help our clients achieve their long-term goals.