Our Leadership

Dipen Mehta, Senior Consultant, Portfolio and Risk Strategist

Having managed portfolios for over 22 years Dipen brings a wealth of experience and knowledge to optimizing your business. He has experience in working with all major asset classes along with their derivatives and is able to bring product knowledge, practical experience and theoretical expertise to solve many complex problems. He is able to work with your complex business processes and determine improvements needed to manage risk and opportunity. Using a step by step risk control and data science Dipen is able to complete, implement and deliver for clients.  Dipen has great deal of experience in Investment Operations, Technology, Compliance and Portfolio Management. He is able to solve very difficult portfolio management problems and create solutions for clients. Dipen has earned the trust for and delivers for many leading financial advisory firms. Contact Us Today!

Dipen is a graduate of the University of Chicago where he received a Master’s in Mathematics with a Finance focus. Dipen is a Lean Six Sigma Black Belt and has a certification in Data Science from John Hopkins University. His undergraduate studies were at Boston University where he received three degrees in Computer Science, Economics, and International Management.

Originally from Chicago, Dipen lives in Edina, Minnesota with his wife and three children. In his free time, Dipen enjoys spending time with his family and watching his children play sports.