Essi Sadeghi, CFA®

Essi Sadeghi, CFA®, has a diverse work experience spanning over two decades. Essi is currently Vice President and Director of Investment Solutions at T. Rowe Price, where they serve as an investment consultant and works with intermediaries to design and structure model investment portfolios. Prior to this, Essi held various roles at Fidelity Institutional Asset Management, including Portfolio Strategist and Senior Investment Product Manager. Essi also participated in the General Management Rotational Program and served as Managing Director of Workplace Investing. Earlier in their career, Essi worked at Marsh McLennan as an Assistant Vice President in Private Equity and Mergers & Acquisitions, as well as at Lockton UK Ltd as an Account Executive in Corporate Risk Solutions. Essi began their professional journey at Deloitte, where they served as an Assistant Manager. Additionally, Essi is a Non Executive Director and Board Member at Rebel Energy UK.

Essi Sadeghi, CFA®, holds a Bachelor of Arts (B.A.) degree in French and Russian from the University of Exeter. In addition, Essi has obtained the Chartered Financial Analyst (CFA®) certification from the CFA Institute. They also hold certifications in Series 7, 63, and 66 from FINRA.