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Kunnal Singh

Kunnal Singh


Investment Portfolio Manager



Professional Overview
Kunnal Singh is a seasoned Investment Portfolio Manager with a proven track record of driving investment strategy and portfolio optimization. With over a decade of experience in the financial services industry, he specializes in managing diverse investment portfolios for clients, leveraging his expertise in equity analysis, risk management, and investment optimization.

Experience Summary

Current Role
As the Investment Portfolio Manager at Carilion Clinic, Kunnal is responsible for overseeing the organization's investment portfolio, valued at over $500 million. In this role, he develops and implements investment strategies, monitors portfolio performance, and makes tactical adjustments to maximize risk-adjusted returns. Kunnal's keen analytical skills, combined with his ability to navigate complex financial markets, have enabled him to consistently deliver superior investment outcomes for Carilion Clinic.

Career Progression
Prior to his current role, Kunnal served as an Investment Analyst at Carilion Clinic, where he conducted in-depth research, financial modeling, and market analysis to support the investment decision-making process. He also gained valuable experience as an Equity Analyst for the Frank Batten Investment Fund at William & Mary, where he analyzed and recommended equity investments for the student-managed portfolio.

Kunnal's earlier career includes roles as an EDF Climate Corps Fellow at the Environmental Defense Fund and as a Consultant at PwC, where he honed his problem-solving skills and developed a comprehensive understanding of the financial services industry.

Academic Background
Kunnal holds a Master of Business Administration (MBA) degree from the University of Virginia's Darden School of Business, where he specialized in Finance and Investment Management. He also earned a Bachelor of Science (BS) degree in Economics from the College of William & Mary, graduating cum laude.

Areas of Expertise
  • Investment portfolio management

  • Equity research and analysis

  • Risk assessment and mitigation

  • Financial modeling and valuation

  • Asset allocation and optimization

  • Regulatory compliance and reporting


Professional Impact
During his tenure at Carilion Clinic, Kunnal has consistently delivered strong investment performance, with the organization's portfolio outperforming relevant benchmarks by an average of 2.5% annually. He has also played a key role in developing and implementing a comprehensive ESG (Environmental, Social, and Governance) investment strategy, which has helped the organization align its investments with its broader sustainability goals.

Conclusion
Kunnal Singh's extensive experience, combined with his analytical acumen and strategic vision, make him a valuable asset to Carilion Clinic. As the Investment Portfolio Manager, he continues to drive innovative investment strategies and optimize portfolio performance, positioning the organization for long-term financial success.