Arathi Thyagarajan

Assoc. Financial Advisor

Arathi is a distinguished CFA® Charterholder with a wealth of experience spanning over a decade in the Wealth Management industry.

Before joining Carlton Pace, Arathi served as an Investment Analyst at Polaris Wealth Advisory Group, where she was instrumental in the development and maintenance of various investment strategies. Her portfolio management expertise encompassed a broad spectrum of the market, including individual stocks, ETFs, and Mutual Funds. Additionally, she played a key role in the creation of tailored individual bond portfolios.

Prior to her tenure at Polaris Wealth, Arathi contributed her financial acumen as a Financial Advisor Associate at Wales Investments, Inc. In a previous role at the Industrial Bank of India Limited in India, she served as a corporate finance manager, gaining extensive experience in credit appraisal, feasibility studies, and project monitoring.

Arathi is an alumna of the University of Madras, India, where she earned her Masters in Commerce, laying the foundation for her distinguished career in finance.