About Naveen
Naveen Katakam has 17 years of experience in the financial industry, specializing in Client Portfolio Management and Product Solutions. Since completing the CFA charter in 2016, Naveen has managed engagements focusing on Client Portfolio Management, investment commentaries, competitor research, fund research, and seismic implementation. Additionally, Naveen plays a pivotal role in efficiency-related projects for financial marketing services, including the implementation of BeatBot and Copilot. Prior to joining Acuity, Naveen worked as a Senior Analyst at Reuters, where he gained valuable experience in the financial industry.
