Forté Principal and Portfolio Manager
Sonu is a co-portfolio manager for fixed income and equity investments. As a member of the Forté Investment Committee, he is primarily responsible for equity analysis, security selection, and commentary. He works with high net-worth individuals, families, and businesses in areas of portfolio management, asset allocation, and retirement planning.
- Investment Associate at Merrill Lynch, Middle Markets Group.
- Bryce Capital Management as a Senior Research Analyst
- BA in Finance. Rochester Institute of Technology, 2000
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Forte Capital is engaged, or continues to be engaged, to provide investment advisory services.