Billy Desai MBA CFA
AUTHOR

Billy Desai MBA CFA

Money & Finance
Tap the gear icon above to manage new release emails.
Hi, I'm Billy! I began my career in 1999 and have worked for Credit Suisse, Lehman Brothers, Merrill Lynch and Invesco. I graduated from McGill University and IESE Business School. I am a CFA charterholder. I have a diverse and in-depth financial background as an investor and advisor, working for both small boutique investment firms, as well as larger financial institutions. I have developed a focus on asset allocation and tax strategies, offering more proactive and holistic planning to our clients. I have worked and/or lived in the United States, Canada, Spain, and the United Kingdom. I currently reside in Houston, Texas. Analog Capital Partners (ACPFO) provides comprehensive financial planning, focusing on wealth management, tax strategies, estate planning, and family office services. Our offerings include investment advisory, capital preservation, and tax minimization, with access to both public and private assets, as well as alternatives like real estate and precious metals. We operate on a fee-only basis, ensuring no conflicts of interest while providing fully integrated planning solutions for our clients. Billy Desai MBA CFA CEO Analog Capital Partners
Read more Read less
Not an Audible member?
From £7.99/month after 30 days. Renews automatically. See here for eligibility.
Start your free 30-day trial

Best Sellers

Product list
  • Investing and Wealth Creation in a Rigged System cover art

    Regular price: £18.29 or 1 Credit

    Sale price: £18.29 or 1 Credit

    Try for £0.00

Are you an author?

Help us improve our Author Pages by updating your bibliography and submitting a new or current image and biography.
Visit Amazon Author Central