Darshan joined UWS in February of 2022 but has been in the financial industry since 2019. He has always been a natural teacher and enjoys using his knowledge to help enhance and enrich others’ lives. He started his professional financial career with a private wealth management firm, learning the ins and outs of portfolio management and construction, financial planning, and maintaining client relationships. He later worked as an investment analyst for a retirement planning and consulting firm, where he assisted the consultants with asset class oversight, due diligence, and supported the construction of fund line-ups for 403(b) plans. Now Darshan is taking his curiosity, analytical skills, and passion for finance back into wealth management with Unique Wealth Strategies.
Darshan is a current CFA Level II candidate. He gained a Bachelor of Science in Finance & Economics from the University of Vermont and completed his Master of Science in Finance from Northern Illinois University.
In his free time, Darshan enjoys cooking, producing music, exploring both U.S. and international cities, and playing cricket with multiple leagues in the Chicagoland area.