Profile
Mr. Sandeep M.
Pandya is a President & Principal at SP Asset Management LLC.
He has over two decades of experience in wealth management, investing and financial markets.
In addition to advice on capital markets, his wealth management practice also advises many leaders of Silicon Valley on estate planning, tax planning and complex, cross border tax issues.
Prior to his investment career, Mr. Pandya spent close to a decade in the software industry in various engineering, architect and leadership roles designing embedded systems and control systems for companies in the manufacturing and communications industries.
He has a B. Tech degree from IIT Bombay and a Masters degree from UC Berkeley.
Sandeep Pandya active positions
| Companies | Position | Start |
|---|---|---|
SP Asset Management LLC
SP Asset Management LLC Investment ManagersFinance SP Asset Management primarily allocates investment management assets of their client accounts among domestic and foreign equity securities, commercial paper, certificates of deposit, municipal and US government securities, Exchange Traded Funds, mutual funds, and options contracts on securities. They may utilize different investment strategies, based upon the needs of the client. The firm only uses fundamental analysis to analyze securities. | Chief Executive Officer | 01/12/1995 |
Training of Sandeep Pandya
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indian Institute of Technology Bombay
Indian Institute of Technology Bombay Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SP Asset Management LLC
SP Asset Management LLC Investment ManagersFinance SP Asset Management primarily allocates investment management assets of their client accounts among domestic and foreign equity securities, commercial paper, certificates of deposit, municipal and US government securities, Exchange Traded Funds, mutual funds, and options contracts on securities. They may utilize different investment strategies, based upon the needs of the client. The firm only uses fundamental analysis to analyze securities. | Finance |
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