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Rahul Agrawal Joins Advisor Partners

Seasoned Analyst Brings Extensive Risk Management, Benchmarking Expertise

WALNUT CREEK, Calif., April 18, 2014 /PRNewswire/ -- Advisor Partners today announced that Rahul Agrawal has joined the firm as Head of Equities. "We are thrilled to have Rahul on our team," said President and CIO Dan Kern, CFA. "His institutional background and expertise with risk management and quantitative investment strategies will enable us to further enhance the service we provide to independent financial advisors and their clients."

Prior to joining Advisor Partners, Agrawal was a vice president with Deutsche Bank where he managed derivatives risk. Prior to Deutsche Bank, he'd been a vice president and portfolio manager for Goldman Sachs Asset Management, creating and managing beta portfolios.

Agrawal received his B.S. in Electrical Engineering from MIT in 2004, when he also completed his M. Eng., in Electrical Engineering and Computer Science. 

About Dan Kern and Advisor Partners

Founded in 2001, Advisor Partners is an investment advisory firm providing a broad range of sophisticated investment solutions to a select group of independent advisors and financial institutions. Advisor Partners is a wholly owned subsidiary of Advisor Software (ASI), which acquired Advisor Partners in 2009. Dan Kern joined the firm as President and Chief Investment Officer in 2011. Andrew Rudd, Ph.D., founder and former chairman and CEO of Barra, Inc., serves as chairman of Advisor Partners' investment committee. For more information, visit


Leslie Swid

Impact Communications



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