Jagruti Ravindra Sawant

Portfolio Trading Manager

Jagruti is based in our Ontario, CA location and started her journey with Falcon Wealth Planning in August 2021 as a Portfolio Trader. Driven by her passion for the Finance Industry, she moved to the US from India in 2019 and accomplished her Master’s degree in Financial Mathematics from DePaul University, Chicago, and is currently pursuing the CFA certification.

She currently leads the Investments Trading Department and is responsible for managing client portfolios. She also works closely with the Investment Committee to help provide the best investment recommendations for our clients. Her attention to detail, analytical skills, and leadership skills stem from her previous experience as an Officer in one of the top private banks in India and her bachelor’s degree in Accounting. 

Outside of work, Jagruti enjoys traveling, cooking, and sci-fi action movies. She also loves spending time with family and tries to maintain a healthy work-life balance.