Suresh Basnet, MBA
Founder - Portfolio Manager - Advisor
Suresh is inspired by his work with people, coaching them to achieve greater contentment in their lives. Suresh provides daily insights in advisory services, portfolio management, and tax-efficient retirement strategy. Suresh was an analyst at UBS Financial Services in New York City, and a Financial Advisor at Merrill Lynch, and Voya Financial. Suresh obtained his BBA from Pace University in New York City, MBA from University of Iowa, and completed Executive Leadership Program from the University of Oxford in England.
Suresh serves as a governor-appointed Commissioner on the Commission of Asian Pacific Islander Affairs in Iowa, providing policy recommendations to the governor and legislators. He also served on the board of state and local non-profits, and was a recipient of the 2008 Governor’s Volunteer Award.
Suresh enjoys traveling and spending time with his wife, Kathryn, and their twins.