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Nitin Barve

Photo: Nitin Barve

Nitin Barve leads the portfolio analysis, advice tools and policies team at the Schwab Center for Financial Research. His areas of expertise include asset classification and benchmarks, portfolio analytics, Global Investment Performance StandardsĀ® (GIPS) compliance, risk management and advice policies and tools. He is responsible for analyzing and providing insights and educational material to Schwab representatives and clients on a broad range of investing and planning topics. He is a member of Schwab's Asset Allocation Council.

Prior to joining Schwab, Barve founded Finnovative, a boutique consulting firm based in the San Francisco Bay Area, to provide consulting solutions to asset managers and completed engagements with more than 50 investment managers. Prior to Finnovative, Barve was with Citibank.

Barve holds a BSEE from IIT, Chennai (India) and MSEE from IIT, Mumbai. He received his CFA® charter in 1996 and has been a member of CFA Institute and CFA San Francisco since 1994. Since 2006, he has been an instructor for three courses for the CFA Level III Review Program at CFA San Francisco. He holds Series 7, 24 and 63 licenses. He is a member of the SIFMA Due Diligence Roundtable. He has been a presenter or a panelist at several industry events.